Kkr Income Opportunities Fund Fundamentals
| KIO Fund | USD 13.30 0.13 0.97% |
Kkr Income Opportunities fundamentals help investors to digest information that contributes to Kkr Income's financial success or failures. It also enables traders to predict the movement of Kkr Fund. The fundamental analysis module provides a way to measure Kkr Income's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Kkr Income fund.
Kkr |
Kkr Income Opportunities Fund Beta Analysis
Kkr Income's Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Current Kkr Income Beta | 0.52 |
Most of Kkr Income's fundamental indicators, such as Beta, 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, Kkr Income Opportunities is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
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In accordance with the recently published financial statements, Kkr Income Opportunities has a Beta of 0.52. This is much higher than that of the Financial Services family and significantly higher than that of the Asset Management category. The beta for all United States funds is notably lower than that of the firm.
Kkr Income Opportunities Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Kkr Income's current stock value. Our valuation model uses many indicators to compare Kkr Income value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Kkr Income competition to find correlations between indicators driving Kkr Income's intrinsic value. More Info.Kkr Income Opportunities is rated fourth overall fund in price to earning among similar funds. It is rated below average in beta among similar funds totaling about 0.15 of Beta per Price To Earning. The ratio of Price To Earning to Beta for Kkr Income Opportunities is roughly 6.60 . 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 Kkr Income's earnings, one of the primary drivers of an investment's value.Kkr Beta Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Kkr Income's direct or indirect competition against its Beta to detect undervalued stocks with similar characteristics or determine the funds which would be a good addition to a portfolio. Peer analysis of Kkr Income could also be used in its relative valuation, which is a method of valuing Kkr Income by comparing valuation metrics of similar companies.Kkr Income is currently under evaluation in beta among similar funds.
As returns on the market increase, Kkr Income's returns are expected to increase less than the market. However, during the bear market, the loss of holding Kkr Income is expected to be smaller as well.
Kkr Fundamentals
| Shares Outstanding | 20.34 M | ||||
| Shares Owned By Institutions | 29.60 % | ||||
| Number Of Shares Shorted | 50.2 K | ||||
| Price To Earning | 3.43 X | ||||
| Short Ratio | 0.61 X | ||||
| Earnings Per Share | 3.18 X | ||||
| Number Of Employees | 12 | ||||
| Beta | 0.52 | ||||
| Market Capitalization | 204.22 M | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 10.60 % | ||||
| One Year Return | 16.66 % | ||||
| Three Year Return | 2.80 % | ||||
| Five Year Return | 7.08 % | ||||
| Last Dividend Paid | 1.26 |
About Kkr Income Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Kkr Income Opportunities's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Kkr Income using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Kkr Income Opportunities based on its fundamental data. In general, a quantitative approach, as applied to this fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.KKR Income Opportunities Fund is a close ended fixed income mutual fund launched by Kohlberg Kravis Roberts Co. L.P. The fund is managed by KKR Asset Management LLC. It invests in fixed income markets and hedging markets across the globe. The fund primarily invests in first- and second-lien secured loans, unsecured loans and high yield corporate debt instruments. It employs fundamental analysis, with a focus on dynamic hedging strategies to create its portfolio. KKR Income Opportunities Fund was formed on March 17, 2011 and is domiciled in the United States.
Pair Trading with Kkr Income
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Kkr Income position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Kkr Income will appreciate offsetting losses from the drop in the long position's value.Moving against Kkr Fund
| 0.82 | JPM | JPMorgan Chase Fiscal Year End 10th of January 2025 | PairCorr |
| 0.77 | FEN | First Trust Energy | PairCorr |
| 0.69 | TTP | Tortoise Pipeline And | PairCorr |
| 0.68 | DIS | Walt Disney | PairCorr |
| 0.65 | CVX | Chevron Corp Fiscal Year End 7th of February 2025 | PairCorr |
The ability to find closely correlated positions to Kkr Income could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Kkr Income when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Kkr Income - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Kkr Income Opportunities to buy it.
The correlation of Kkr Income is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Kkr Income moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Kkr Income Opportunities moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Kkr Income can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Other Information on Investing in Kkr Fund
Kkr Income financial ratios help investors to determine whether Kkr 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 Kkr with respect to the benefits of owning Kkr Income security.
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