Kinetics Spin Off And Fund Manager Performance Evaluation
| LSHEX Fund | USD 38.27 0.09 0.24% |
The fund secures a Beta (Market Risk) of 1.11, which conveys a somewhat significant risk relative to the market. Kinetics Spin-off returns are very sensitive to returns on the market. As the market goes up or down, Kinetics Spin-off is expected to follow.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Kinetics Spin Off And are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Kinetics Spin-off is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.5800 |
Kinetics |
Kinetics Spin-off Relative Risk vs. Return Landscape
If you would invest 3,752 in Kinetics Spin Off And on November 4, 2024 and sell it today you would earn a total of 75.00 from holding Kinetics Spin Off And or generate 2.0% return on investment over 90 days. Kinetics Spin Off And is currently producing 0.0822% returns and takes up 3.1734% volatility of returns over 90 trading days. Put another way, 28% 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 |
Kinetics Spin-off Current Valuation
Overvalued
Today
Please note that Kinetics Spin-off's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Kinetics Spin Off secures a last-minute Real Value of $36.0 per share. The latest price of the fund is $38.27. We determine the value of Kinetics Spin Off 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 Spin-off is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Kinetics Mutual Fund. However, Kinetics Spin-off'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 38.27 | Real 36.0 | Hype 38.27 | Naive 32.44 |
The intrinsic value of Kinetics Spin-off'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 Spin-off'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.
Estimating the potential upside or downside of Kinetics Spin Off And 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 Spin-off more accurately as focusing exclusively on Kinetics Spin-off's fundamentals will not take into account other important factors: Kinetics Spin-off Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Kinetics Spin-off's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Kinetics Spin Off And, and traders can use it to determine the average amount a Kinetics Spin-off'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 = 0.0259
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | LSHEX | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 3.17 actual daily | 28 72% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Kinetics Spin-off is performing at about 2% of its full potential. 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 Kinetics Spin-off by adding it to a well-diversified portfolio.
Kinetics Spin-off Fundamentals Growth
Kinetics Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Kinetics Spin-off, and Kinetics Spin-off 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.
| Total Asset | 28.57 M | ||||
About Kinetics Spin-off Performance
Evaluating Kinetics Spin-off's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Kinetics Spin-off 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 Spin-off 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 will pursue its investment objective by investing at least 80 percent of its net assets in equity securities of spin-off companies, companies subject to other forms of corporate restructuring, parents of any such companies, and publicly traded shareholder activist holding companies which, by way of their shareholder ownership in other companies, have caused such other companies to undergo spin-offs and other forms of corporate restructurings. It may invest in any size company, including small- and medium-sized companies. The fund is non-diversified.Things to note about Kinetics Spin Off performance evaluation
Checking the ongoing alerts about Kinetics Spin-off for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Kinetics Spin Off help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Kinetics Spin Off had very high historical volatility over the last 90 days | |
| The fund maintains about 5.92% of its assets in cash |
- Analyzing Kinetics Spin-off'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 Spin-off's stock is overvalued or undervalued compared to its peers.
- Examining Kinetics Spin-off'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 Spin-off's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Kinetics Spin-off's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Kinetics Spin-off's mutual fund. These opinions can provide insight into Kinetics Spin-off's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Kinetics Mutual Fund
Kinetics Spin-off 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 Spin-off security.
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