Kinetics Global Financials
| KGLAX Fund | 17.93 0.09 0.50% |
Kinetics |
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.
Kinetics Global Fund Summary
Kinetics Global competes with Western Asset, Mesirow Financial, Dunham High, Prudential Short, and Virtus High. 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.Specialization | Allocation--50% to 70% Equity, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Mutual Fund Family | Kinetics |
| Mutual Fund Category | Allocation--50% to 70% Equity |
| Benchmark | Dow Jones Industrial |
Kinetics Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Kinetics Global's current stock value. Our valuation model uses many indicators to compare Kinetics Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Kinetics Global competition to find correlations between indicators driving Kinetics Global's intrinsic value. More Info.Kinetics Global Fund is currently considered the top fund in annual yield among similar funds. It also is currently considered the top fund in year to date return among similar funds creating about 6,126 of Year To Date Return 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 Kinetics Global's earnings, one of the primary drivers of an investment's value.Kinetics Global Systematic Risk
Kinetics Global's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Kinetics Global 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 function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Kinetics Global correlated with the market. If Beta is less than 0 Kinetics Global generally moves in the opposite direction as compared to the market. If Kinetics Global Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Kinetics Global is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Kinetics Global is generally in the same direction as the market. If Beta > 1 Kinetics Global moves generally in the same direction as, but more than the movement of the benchmark.
Kinetics Global December 1, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Kinetics Global help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Kinetics Global Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Kinetics Global Fund based on widely used predictive technical indicators. In general, we focus on analyzing Kinetics Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Kinetics Global's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.13 | |||
| Information Ratio | 0.2627 | |||
| Maximum Drawdown | 7.97 | |||
| Value At Risk | (1.21) | |||
| Potential Upside | 3.1 |
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.
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