Kensington Managed Financial Statements From 2010 to 2024
| KAMAX Fund | USD 9.92 0.03 0.30% |
Check Kensington Managed financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Kensington Managed's main balance sheet or income statement drivers, such as , as well as many indicators such as . Kensington financial statements analysis is a perfect complement when working with Kensington Managed Valuation or Volatility modules.
Kensington |
Kensington Managed Income Mutual Fund Year To Date Return Analysis
Kensington Managed's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Kensington Managed Year To Date Return | 4.14 % |
Most of Kensington Managed's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Kensington Managed Income is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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Based on the company's disclosures, Kensington Managed Income has a Year To Date Return of 4.1449%. This is much higher than that of the Advisors Preferred family and significantly higher than that of the Nontraditional Bond category. The year to date return for all United States funds is notably lower than that of the firm.
Kensington Managed Income Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Kensington Managed's current stock value. Our valuation model uses many indicators to compare Kensington Managed value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Kensington Managed competition to find correlations between indicators driving Kensington Managed's intrinsic value. More Info.Kensington Managed Income is currently considered the top fund in annual yield among similar funds. It also is currently considered the top fund in year to date return among similar funds creating about 90.50 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Kensington Managed's earnings, one of the primary drivers of an investment's value.About Kensington Managed Financial Statements
Kensington Managed investors use historical fundamental indicators, such as Kensington Managed's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Kensington Managed. Please read more on our technical analysis and fundamental analysis pages.
The fund will gain exposure to fixed-income securities primarily by investing in one or more of the following investment types other mutual funds and exchange-traded funds that invest in higher-yielding, income-producing securities, individual bonds, including high-yield bonds, credit default swaps and credit default index swaps, and options on such instruments, andor index futures and bond futures. It is non-diversified.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Kensington Mutual Fund
Kensington Managed financial ratios help investors to determine whether Kensington Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Kensington with respect to the benefits of owning Kensington Managed security.
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