Kensington Defender Financials
| DFNDX Fund | 10.41 0.07 0.68% |
Kensington |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Kensington Defender Fund Summary
Kensington Defender competes with Scharf Fund, Crossmark Steward, Rbc Global, Balanced Fund, and Ms Global. The fund is designed to provide the potential to participate in rising markets, but with a reduced risk of drawdown in declining markets, through a portfolio that has exposure to different strategies, asset classes and individual investments. The advisor will seek to utilize varying investment strategies, including Liquid Strategies, LLCs Defender Model, an options overlay strategy to generate income, and a managed futures strategy or diversified opportunities intended to provide exposures with reduced correlation to the other strategies. The fund is non-diversified.Specialization | World Allocation, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Mutual Fund Family | Kensington Asset Management LLC |
| Mutual Fund Category | World Allocation |
| Benchmark | Dow Jones Industrial |
Kensington Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Kensington Defender's current stock value. Our valuation model uses many indicators to compare Kensington Defender value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Kensington Defender competition to find correlations between indicators driving Kensington Defender's intrinsic value. More Info.Kensington Defender Institutional is one of the top funds in annual yield among similar funds. It also is one of the top funds in net asset among similar funds making up about 1,710,949,468 of Net Asset per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Kensington Defender's earnings, one of the primary drivers of an investment's value.Kensington Defender Systematic Risk
Kensington Defender's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Kensington Defender volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Kensington Defender correlated with the market. If Beta is less than 0 Kensington Defender generally moves in the opposite direction as compared to the market. If Kensington Defender Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Kensington Defender is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Kensington Defender is generally in the same direction as the market. If Beta > 1 Kensington Defender moves generally in the same direction as, but more than the movement of the benchmark.
Kensington Defender December 22, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Kensington Defender help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Kensington Defender Institutional. We use our internally-developed statistical techniques to arrive at the intrinsic value of Kensington Defender Institutional based on widely used predictive technical indicators. In general, we focus on analyzing Kensington Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Kensington Defender's daily price indicators and compare them against related drivers.
| Information Ratio | (0.10) | |||
| Maximum Drawdown | 3.41 | |||
| Value At Risk | (0.84) | |||
| Potential Upside | 0.677 |
Other Information on Investing in Kensington Mutual Fund
Kensington Defender financial ratios help investors to determine whether Kensington 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 Kensington with respect to the benefits of owning Kensington Defender security.
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