Kinea Indices (Brazil) Manager Performance Evaluation
| KNIP11 Fund | BRL 90.82 0.22 0.24% |
The fund secures a Beta (Market Risk) of -0.0925, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Kinea Indices are expected to decrease at a much lower rate. During the bear market, Kinea Indices is likely to outperform the market.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Kinea Indices Precos has generated negative risk-adjusted returns adding no value to fund investors. Despite somewhat strong forward indicators, Kinea Indices is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Fifty Two Week Low | 101.82 | |
| Fifty Two Week High | 117.74 |
Kinea |
Kinea Indices Relative Risk vs. Return Landscape
If you would invest 9,541 in Kinea Indices Precos on August 26, 2024 and sell it today you would lose (459.00) from holding Kinea Indices Precos or give up 4.81% of portfolio value over 90 days. Kinea Indices Precos is generating negative expected returns and assumes 0.4821% volatility on return distribution over the 90 days horizon. Simply put, 4% of funds are less volatile than Kinea, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Kinea Indices Current Valuation
Overvalued
Today
Please note that Kinea Indices' price fluctuation is very steady at this time. Based on Macroaxis valuation methodology, the fund is overvalued. Kinea Indices Precos secures a last-minute Real Value of R$85.42 per share. The latest price of the fund is R$90.82. Our model forecasts the value of Kinea Indices Precos from analyzing the fund technical indicators and probability of bankruptcy. In general, investors recommend taking in undervalued funds and trading overvalued funds since, at some point, fund prices and their ongoing real values will merge together.
Since Kinea Indices is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Kinea Fund. However, Kinea Indices' intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 90.82 | Real 85.42 | Hype 90.82 | Naive 90.75 |
The real value of Kinea Fund, also known as its intrinsic value, is the underlying worth of Kinea Indices Precos Fund, which is reflected in its stock price. It is based on Kinea Indices' financial performance, growth prospects, management team, or industry conditions. The intrinsic value of Kinea Indices' stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, or news.
Estimating the potential upside or downside of Kinea Indices Precos helps investors to forecast how Kinea fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Kinea Indices more accurately as focusing exclusively on Kinea Indices' fundamentals will not take into account other important factors: Kinea Indices Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Kinea Indices' investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Kinea Indices Precos, and traders can use it to determine the average amount a Kinea Indices' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1573
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | KNIP11 |
Estimated Market Risk
| 0.48 actual daily | 4 96% of assets are more volatile |
Expected Return
| -0.08 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.16 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Kinea Indices is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Kinea Indices by adding Kinea Indices to a well-diversified portfolio.
Kinea Indices Fundamentals Growth
Kinea Fund prices reflect investors' perceptions of the future prospects and financial health of Kinea Indices, and Kinea Indices fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Kinea Fund performance.
About Kinea Indices Performance
By analyzing Kinea Indices' fundamental ratios, stakeholders can gain valuable insights into Kinea Indices' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Kinea Indices has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Kinea Indices has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Things to note about Kinea Indices Precos performance evaluation
Checking the ongoing alerts about Kinea Indices for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Kinea Indices Precos help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Kinea Indices Precos generated a negative expected return over the last 90 days |
- Analyzing Kinea Indices' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Kinea Indices' stock is overvalued or undervalued compared to its peers.
- Examining Kinea Indices' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Kinea Indices' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Kinea Indices' management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Kinea Indices' fund. These opinions can provide insight into Kinea Indices' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Kinea Fund
Kinea Indices financial ratios help investors to determine whether Kinea 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 Kinea with respect to the benefits of owning Kinea Indices security.
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