Kinetics Alternative Income Fund Fundamentals
| KWIAXDelisted Fund | USD 92.62 0.00 0.00% |
Kinetics Alternative Income fundamentals help investors to digest information that contributes to Kinetics Alternative's financial success or failures. It also enables traders to predict the movement of Kinetics Mutual Fund. The fundamental analysis module provides a way to measure Kinetics Alternative'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 Kinetics Alternative mutual fund.
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Kinetics Alternative Income Mutual Fund Three Year Return Analysis
Kinetics Alternative's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Kinetics Alternative Three Year Return | 1.77 % |
Most of Kinetics Alternative's fundamental indicators, such as Three Year 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, Kinetics Alternative Income is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
CompetitionBased on the latest financial disclosure, Kinetics Alternative Income has a Three Year Return of 1.77%. This is 72.85% lower than that of the Kinetics family and significantly higher than that of the Short-Term Bond category. The three year return for all United States funds is notably lower than that of the firm.
Kinetics Alternative Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Kinetics Alternative's current stock value. Our valuation model uses many indicators to compare Kinetics Alternative value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Kinetics Alternative competition to find correlations between indicators driving Kinetics Alternative's intrinsic value. More Info.Kinetics Alternative Income is currently considered the top fund in one year return among similar funds. It also is currently considered the top fund in three year return among similar funds reporting about 0.71 of Three Year Return per One Year Return. The ratio of One Year Return to Three Year Return for Kinetics Alternative Income is roughly 1.41 . 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 Kinetics Alternative's earnings, one of the primary drivers of an investment's value.Kinetics Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Kinetics Alternative's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Kinetics Alternative could also be used in its relative valuation, which is a method of valuing Kinetics Alternative by comparing valuation metrics of similar companies.Kinetics Alternative is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Kinetics Alternative
.Asset allocation divides Kinetics Alternative's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Kinetics Fundamentals
| Total Asset | 7.6 M | |||
| One Year Return | 2.50 % | |||
| Three Year Return | 1.77 % | |||
| Five Year Return | 2.01 % | |||
| Ten Year Return | 3.01 % | |||
| Net Asset | 7.6 M | |||
| Last Dividend Paid | 0.36 | |||
| Cash Position Weight | 28.40 % | |||
| Bond Positions Weight | 14.44 % |
About Kinetics Alternative Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Kinetics Alternative Income's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Kinetics Alternative using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Kinetics Alternative Income based on its fundamental data. In general, a quantitative approach, as applied to this mutual 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.The fund is a diversified fund that invests all of its investable assets in the Alternative Income Portfolio, a series of Kinetics Portfolios Trust. Kinetics Mutual is traded on NASDAQ Exchange in the United States.
Also Currently Popular
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.Check out Correlation Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in nation. You can also try the Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.
Other Consideration for investing in Kinetics Mutual Fund
If you are still planning to invest in Kinetics Alternative check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Kinetics Alternative's history and understand the potential risks before investing.
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