Kinetics Global Fund Manager Performance Evaluation

KGLCX Fund  USD 15.23  0.57  3.89%   
The fund secures a Beta (Market Risk) of 0.89, which conveys possible diversification benefits within a given portfolio. Kinetics Global returns are very sensitive to returns on the market. As the market goes up or down, Kinetics Global is expected to follow.

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Kinetics Global Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Kinetics Global is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Kinetics Global Relative Risk vs. Return Landscape

If you would invest  1,560  in Kinetics Global Fund on November 9, 2025 and sell it today you would lose (37.00) from holding Kinetics Global Fund or give up 2.37% of portfolio value over 90 days. Kinetics Global Fund is currently producing negative expected returns and takes up 1.2661% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Kinetics, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Kinetics Global is expected to under-perform the market. In addition to that, the company is 1.55 times more volatile than its market benchmark. It trades about -0.02 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.12 per unit of volatility.

Kinetics Global Current Valuation

Fairly Valued
Today
15.23
Please note that Kinetics Global's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Kinetics Global secures a last-minute Real Value of $15.22 per share. The latest price of the fund is $15.23. We determine the value of Kinetics Global from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Kinetics Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Kinetics Mutual Fund. However, Kinetics Global'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  15.23 Real  15.22 Hype  15.23 Naive  14.19
The intrinsic value of Kinetics Global'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, news, and other external factors that may influence Kinetics Global's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
15.22
Real Value
16.49
Upside
Estimating the potential upside or downside of Kinetics Global Fund helps investors to forecast how Kinetics mutual 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 Kinetics Global more accurately as focusing exclusively on Kinetics Global's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
14.1315.1316.13
Details
Hype
Prediction
LowEstimatedHigh
13.9615.2316.50
Details
Naive
Forecast
LowNext ValueHigh
12.9214.1915.46
Details
Below is the normalized historical share price chart for Kinetics Global Fund extending back to May 20, 2008. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Kinetics Global stands at 15.23, as last reported on the 7th of February, with the highest price reaching 15.23 and the lowest price hitting 15.23 during the day.
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes

Kinetics Global Target Price Odds to finish over Current Price

The tendency of Kinetics Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 15.23 90 days 15.23 
about 40.33
Based on a normal probability distribution, the odds of Kinetics Global to move above the current price in 90 days from now is about 40.33 (This Kinetics Global Fund probability density function shows the probability of Kinetics Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Kinetics Global has a beta of 0.89. This indicates Kinetics Global Fund market returns are sensitive to returns on the market. As the market goes up or down, Kinetics Global is expected to follow. Additionally Kinetics Global Fund has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial.
   Kinetics Global Price Density   
       Price  

Predictive Modules for Kinetics Global

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Kinetics Global. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Kinetics Global's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
13.9615.2316.50
Details
Intrinsic
Valuation
LowRealHigh
13.9515.2216.49
Details
Naive
Forecast
LowNextHigh
12.9214.1915.46
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
14.1315.1316.13
Details

Kinetics Global Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Kinetics Global is not an exception. The market had few large corrections towards the Kinetics Global's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Kinetics Global Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Kinetics Global within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
-0.09
β
Beta against Dow Jones0.89
σ
Overall volatility
0.49
Ir
Information ratio -0.08

Kinetics Global Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Kinetics Global for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Kinetics Global can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
Kinetics Global generated a negative expected return over the last 90 days
The fund maintains about 49.56% of its assets in cash

Kinetics Global Fundamentals Growth

Kinetics Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Kinetics Global, and Kinetics Global 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 Kinetics Mutual Fund performance.

About Kinetics Global Performance

Evaluating Kinetics Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Kinetics Global 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 Kinetics Global has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund is a diversified fund that invests all of its investable assets in the Global Portfolio, a series of Kinetics Portfolios Trust. The Global Portfolio invests at least 65 percent of its net assets plus any borrowings for investment purposes in common stocks, ETFs, convertible securities, warrants and other equity securities having the characteristics of common stocks of foreign and U.S. companies listed on publicly traded exchanges.

Things to note about Kinetics Global performance evaluation

Checking the ongoing alerts about Kinetics Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Kinetics Global help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Kinetics Global generated a negative expected return over the last 90 days
The fund maintains about 49.56% of its assets in cash
Evaluating Kinetics Global's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Kinetics Global's mutual fund performance include:
  • Analyzing Kinetics Global'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 Kinetics Global's stock is overvalued or undervalued compared to its peers.
  • Examining Kinetics Global'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 Kinetics Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Kinetics Global's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Kinetics Global's mutual fund. These opinions can provide insight into Kinetics Global's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Kinetics Global's mutual fund performance is not an exact science, and many factors can impact Kinetics Global's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Kinetics Mutual Fund

Kinetics Global financial ratios help investors to determine whether Kinetics Mutual 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 Kinetics with respect to the benefits of owning Kinetics Global security.
Bollinger Bands
Use Bollinger Bands indicator to analyze target price for a given investing horizon
Earnings Calls
Check upcoming earnings announcements updated hourly across public exchanges
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