Kayne Anderson Mlp Fund Manager Performance Evaluation
| XKYNX Fund | USD 14.88 0.18 1.22% |
The fund secures a Beta (Market Risk) of 0.16, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Kayne Anderson's returns are expected to increase less than the market. However, during the bear market, the loss of holding Kayne Anderson is expected to be smaller as well.
Risk-Adjusted Performance
22 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Kayne Anderson Mlp are ranked lower than 22 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Kayne Anderson showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio | 0.0000 |
Kayne |
Kayne Anderson Relative Risk vs. Return Landscape
If you would invest 1,249 in Kayne Anderson Mlp on August 30, 2024 and sell it today you would earn a total of 239.00 from holding Kayne Anderson Mlp or generate 19.14% return on investment over 90 days. Kayne Anderson Mlp is currently producing 0.2832% returns and takes up 0.9951% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Kayne, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Kayne Anderson Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Kayne Anderson's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Kayne Anderson Mlp, and traders can use it to determine the average amount a Kayne Anderson'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 = 0.2846
| Best Portfolio | Best Equity | |||
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| Small Returns | XKYNX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.0 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.28 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.28 actual daily | 22 78% of assets perform better |
Based on monthly moving average Kayne Anderson is performing at about 22% 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 Kayne Anderson by adding it to a well-diversified portfolio.
Kayne Anderson Fundamentals Growth
Kayne Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Kayne Anderson, and Kayne Anderson 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 Kayne Mutual Fund performance.
About Kayne Anderson Performance
Evaluating Kayne Anderson's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Kayne Anderson 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 Kayne Anderson 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.
Kayne Anderson is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Kayne Anderson Mlp performance evaluation
Checking the ongoing alerts about Kayne Anderson for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Kayne Anderson Mlp help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Kayne Anderson's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Kayne Anderson's mutual fund performance include:- Analyzing Kayne Anderson'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 Kayne Anderson's stock is overvalued or undervalued compared to its peers.
- Examining Kayne Anderson'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 Kayne Anderson's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Kayne Anderson's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Kayne Anderson's mutual fund. These opinions can provide insight into Kayne Anderson's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Kayne Mutual Fund
Kayne Anderson financial ratios help investors to determine whether Kayne 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 Kayne with respect to the benefits of owning Kayne Anderson security.
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