PVCMX vs. ^GSPC
Compare and contrast key facts about Palm Valley Capital Fund Investor Class (PVCMX) and S&P 500 (^GSPC).
PVCMX is managed by Palm Valley. It was launched on Apr 30, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PVCMX or ^GSPC.
Correlation
The correlation between PVCMX and ^GSPC is 0.53, 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.
Performance
PVCMX vs. ^GSPC - Performance Comparison
Key characteristics
PVCMX:
-0.11
^GSPC:
0.55
PVCMX:
-0.11
^GSPC:
0.90
PVCMX:
0.98
^GSPC:
1.13
PVCMX:
-0.09
^GSPC:
0.57
PVCMX:
-0.22
^GSPC:
2.21
PVCMX:
2.27%
^GSPC:
4.84%
PVCMX:
4.46%
^GSPC:
19.38%
PVCMX:
-6.52%
^GSPC:
-56.78%
PVCMX:
-4.13%
^GSPC:
-8.74%
Returns By Period
In the year-to-date period, PVCMX achieves a -0.41% return, which is significantly higher than ^GSPC's -4.67% return.
PVCMX
-0.41%
0.58%
-3.61%
-0.80%
3.98%
N/A
^GSPC
-4.67%
10.50%
-3.04%
8.23%
14.30%
10.26%
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Risk-Adjusted Performance
PVCMX vs. ^GSPC — Risk-Adjusted Performance Rank
PVCMX
^GSPC
PVCMX vs. ^GSPC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Palm Valley Capital Fund Investor Class (PVCMX) and S&P 500 (^GSPC). 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.
Drawdowns
PVCMX vs. ^GSPC - Drawdown Comparison
The maximum PVCMX drawdown since its inception was -6.52%, smaller than the maximum ^GSPC drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for PVCMX and ^GSPC. For additional features, visit the drawdowns tool.
Volatility
PVCMX vs. ^GSPC - Volatility Comparison
The current volatility for Palm Valley Capital Fund Investor Class (PVCMX) is 1.84%, while S&P 500 (^GSPC) has a volatility of 11.45%. This indicates that PVCMX experiences smaller price fluctuations and is considered to be less risky than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.