Kinea Creditas (Brazil) Manager Performance Evaluation
| KCRE11 Fund | 9.20 0.16 1.77% |
The fund secures a Beta (Market Risk) of -0.0966, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Kinea Creditas are expected to decrease at a much lower rate. During the bear market, Kinea Creditas is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days Kinea Creditas Fundo has generated negative risk-adjusted returns adding no value to fund investors. Despite somewhat strong basic indicators, Kinea Creditas is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Dividend Yield | 0.0459 |
Kinea |
Kinea Creditas Relative Risk vs. Return Landscape
If you would invest 979.00 in Kinea Creditas Fundo on August 30, 2024 and sell it today you would lose (59.00) from holding Kinea Creditas Fundo or give up 6.03% of portfolio value over 90 days. Kinea Creditas Fundo is generating negative expected returns and assumes 0.9865% volatility on return distribution over the 90 days horizon. Simply put, 8% 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 Creditas Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Kinea Creditas' investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Kinea Creditas Fundo, and traders can use it to determine the average amount a Kinea Creditas' 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 = -0.0967
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | KCRE11 |
Estimated Market Risk
| 0.99 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.1 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.1 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Kinea Creditas 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 Creditas by adding Kinea Creditas to a well-diversified portfolio.
Kinea Creditas Fundamentals Growth
Kinea Fund prices reflect investors' perceptions of the future prospects and financial health of Kinea Creditas, and Kinea Creditas 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 Creditas Performance
By analyzing Kinea Creditas' fundamental ratios, stakeholders can gain valuable insights into Kinea Creditas' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Kinea Creditas 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 Creditas 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 Creditas Fundo performance evaluation
Checking the ongoing alerts about Kinea Creditas for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Kinea Creditas Fundo help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Kinea Creditas Fundo generated a negative expected return over the last 90 days |
- Analyzing Kinea Creditas' 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 Creditas' stock is overvalued or undervalued compared to its peers.
- Examining Kinea Creditas' 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 Creditas' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Kinea Creditas' management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Kinea Creditas' fund. These opinions can provide insight into Kinea Creditas' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Kinea Fund
Kinea Creditas 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 Creditas security.
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