FSCCX vs. PVCMX
Compare and contrast key facts about Nuveen Small Cap Value Fund (FSCCX) and Palm Valley Capital Fund Investor Class (PVCMX).
FSCCX is managed by Nuveen. It was launched on Aug 1, 1994. PVCMX is managed by Palm Valley. It was launched on Apr 30, 2019.
Performance
FSCCX vs. PVCMX - Performance Comparison
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FSCCX vs. PVCMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FSCCX Nuveen Small Cap Value Fund | -1.53% | 3.21% | 14.82% | 11.86% | -12.42% | 35.38% | -4.21% | 4.72% |
PVCMX Palm Valley Capital Fund Investor Class | 0.58% | 4.45% | 4.24% | 9.47% | 3.17% | 3.72% | 19.13% | 1.22% |
Returns By Period
In the year-to-date period, FSCCX achieves a -1.53% return, which is significantly lower than PVCMX's 0.58% return.
FSCCX
- 1D
- -0.27%
- 1M
- -5.80%
- YTD
- -1.53%
- 6M
- -2.03%
- 1Y
- 7.84%
- 3Y*
- 9.26%
- 5Y*
- 5.15%
- 10Y*
- 6.61%
PVCMX
- 1D
- 0.25%
- 1M
- -1.05%
- YTD
- 0.58%
- 6M
- 1.23%
- 1Y
- 4.45%
- 3Y*
- 5.18%
- 5Y*
- 4.37%
- 10Y*
- —
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FSCCX vs. PVCMX - Expense Ratio Comparison
FSCCX has a 0.95% expense ratio, which is lower than PVCMX's 1.30% expense ratio.
Return for Risk
FSCCX vs. PVCMX — Risk / Return Rank
FSCCX
PVCMX
FSCCX vs. PVCMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Small Cap Value Fund (FSCCX) and Palm Valley Capital Fund Investor Class (PVCMX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| FSCCX | PVCMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.37 | 0.92 | -0.55 |
Sortino ratioReturn per unit of downside risk | 0.68 | 1.44 | -0.77 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.17 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.38 | 1.52 | -1.14 |
Martin ratioReturn relative to average drawdown | 1.28 | 4.20 | -2.92 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FSCCX | PVCMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.37 | 0.92 | -0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.84 | -0.60 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.28 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 1.04 | -0.73 |
Correlation
The correlation between FSCCX and PVCMX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FSCCX vs. PVCMX - Dividend Comparison
FSCCX's dividend yield for the trailing twelve months is around 1.11%, less than PVCMX's 4.77% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCCX Nuveen Small Cap Value Fund | 1.11% | 1.09% | 1.52% | 1.02% | 1.24% | 0.52% | 0.54% | 1.16% | 4.21% | 1.03% | 2.63% | 1.80% |
PVCMX Palm Valley Capital Fund Investor Class | 4.77% | 4.80% | 6.95% | 4.84% | 2.30% | 1.98% | 2.70% | 0.71% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FSCCX vs. PVCMX - Drawdown Comparison
The maximum FSCCX drawdown since its inception was -65.90%, which is greater than PVCMX's maximum drawdown of -7.44%. Use the drawdown chart below to compare losses from any high point for FSCCX and PVCMX.
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Drawdown Indicators
| FSCCX | PVCMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.90% | -7.44% | -58.46% |
Max Drawdown (1Y)Largest decline over 1 year | -14.25% | -2.81% | -11.44% |
Max Drawdown (5Y)Largest decline over 5 years | -24.81% | -7.44% | -17.37% |
Max Drawdown (10Y)Largest decline over 10 years | -53.80% | — | — |
Current DrawdownCurrent decline from peak | -9.31% | -1.85% | -7.46% |
Average DrawdownAverage peak-to-trough decline | -13.45% | -1.29% | -12.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.34% | 1.02% | +3.32% |
Volatility
FSCCX vs. PVCMX - Volatility Comparison
Nuveen Small Cap Value Fund (FSCCX) has a higher volatility of 4.77% compared to Palm Valley Capital Fund Investor Class (PVCMX) at 0.95%. This indicates that FSCCX's price experiences larger fluctuations and is considered to be riskier than PVCMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSCCX | PVCMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.77% | 0.95% | +3.82% |
Volatility (6M)Calculated over the trailing 6-month period | 12.44% | 2.94% | +9.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.63% | 4.75% | +16.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.85% | 5.20% | +15.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.41% | 6.37% | +17.04% |