Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PVCMX (Palm Valley Capital Fund Investor Class) | 2.30% | 5.90% | 5.53% | 4.29% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/03/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PVCMX (Palm Valley Capital Fund Investor Class) | 05/03/2019 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | 5.90 | 5.53 | 4.29 | NA | NA | NA | … | … | 2.30 | -0.08 | 4.23 | 9.47 | 3.17 | 3.72 | 19.13 | 1.42 |
| Sharpe Ratio | NA | 0.79 | 0.66 | 0.52 | NA | NA | NA | … | … | 0.84 | -0.45 | 0.22 | 2.11 | 0.45 | 1.02 | 1.63 | 0.65 |
| Standard Deviation(%) | NA | 4.20 | 3.61 | 3.54 | NA | NA | NA | … | … | 4.07 | 6.62 | 2.80 | 2.78 | 3.86 | 3.63 | 11.54 | 1.24 |
| Draw Down(%) | NA | 2.81 | 3.01 | 3.85 | NA | NA | NA | … | … | 2.81 | 4.78 | 1.01 | 1.33 | 3.85 | 2.83 | 6.45 | 0.60 |
| Yield(%) | 0.00 | 4.74 | 5.46 | 4.12 | 2.93 | 1.96 | 1.47 | … | … | 0.00 | 4.79 | 6.77 | 5.05 | 2.31 | 2.01 | 3.14 | 0.72 |
Data as of 06/05/2026, Common starting date is 05/03/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PVCMX (Palm Valley Capital Fund Investor Class) |
4.13%
May 2021 – May 2024 |
4.36%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PVCMX (Palm Valley Capital Fund Investor Class) |
9.26%
Jan 2020 – Jan 2023 |
8.10%
Jan 2020 – Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart