Kinea Fundo (Brazil) Manager Performance Evaluation
| KFOF11 Fund | BRL 76.72 0.18 0.24% |
The fund secures a Beta (Market Risk) of 0.23, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Kinea Fundo's returns are expected to increase less than the market. However, during the bear market, the loss of holding Kinea Fundo is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Kinea Fundo Fundos has generated negative risk-adjusted returns adding no value to fund investors. Despite weak performance in the last few months, the Fund's basic indicators remain somewhat strong which may send shares a bit higher in December 2024. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Fifty Two Week High | 112.28 |
Kinea |
Kinea Fundo Relative Risk vs. Return Landscape
If you would invest 8,754 in Kinea Fundo Fundos on August 26, 2024 and sell it today you would lose (1,082) from holding Kinea Fundo Fundos or give up 12.36% of portfolio value over 90 days. Kinea Fundo Fundos is generating negative expected returns and assumes 0.8737% volatility on return distribution over the 90 days horizon. Simply put, 7% 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 Fundo Current Valuation
Overvalued
Today
Please note that Kinea Fundo's price fluctuation is very steady at this time. Kinea Fundo Fundos secures a last-minute Real Value of R$71.73 per share. The latest price of the fund is R$76.72. Our model forecasts the value of Kinea Fundo Fundos 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 Fundo is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Kinea Fund. However, Kinea Fundo's 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 76.72 | Real 71.73 | Hype 76.72 | Naive 75.8 |
The real value of Kinea Fund, also known as its intrinsic value, is the underlying worth of Kinea Fundo Fundos Fund, which is reflected in its stock price. It is based on Kinea Fundo's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of Kinea Fundo's 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 Fundo Fundos 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 Fundo more accurately as focusing exclusively on Kinea Fundo's fundamentals will not take into account other important factors: Kinea Fundo Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Kinea Fundo's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Kinea Fundo Fundos, and traders can use it to determine the average amount a Kinea Fundo's 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 = -0.2314
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | KFOF11 |
Estimated Market Risk
| 0.87 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.2 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.23 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Kinea Fundo 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 Fundo by adding Kinea Fundo to a well-diversified portfolio.
About Kinea Fundo Performance
By analyzing Kinea Fundo's fundamental ratios, stakeholders can gain valuable insights into Kinea Fundo's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Kinea Fundo 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 Fundo 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 Fundo Fundos performance evaluation
Checking the ongoing alerts about Kinea Fundo for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Kinea Fundo Fundos help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Kinea Fundo Fundos generated a negative expected return over the last 90 days |
- Analyzing Kinea Fundo's 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 Fundo's stock is overvalued or undervalued compared to its peers.
- Examining Kinea Fundo's 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 Fundo's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Kinea Fundo's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Kinea Fundo's fund. These opinions can provide insight into Kinea Fundo's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Kinea Fund
Kinea Fundo 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 Fundo security.
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| Analyst Advice Analyst recommendations and target price estimates broken down by several categories |