Kinetics Small Financials
| KSOAX Fund | USD 174.84 7.87 4.31% |
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 Small Fund Summary
Kinetics Small competes with Old Westbury, Principal Lifetime, Franklin Moderate, T Rowe, and Touchstone Large. The fund is a non-diversified fund that invests all of its investable assets in the Small Cap Portfolio, a series of Kinetics Portfolios Trust. The Small Cap Portfolio invests at least 80 percent of its net assets plus any borrowings for investment purposes in common stocks, convertible securities, warrants and other equity securities having the characteristics of common stocks of U.S. and foreign small capitalization companies that provide attractive valuation opportunities. The fund is non-diversified.Specialization | Small Growth, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Kinetics Mutual Funds |
| Mutual Fund Family | Kinetics |
| Mutual Fund Category | Small Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 800 930 3828 |
| Currency | USD - US Dollar |
Kinetics Small Key Financial Ratios
Kinetics Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Kinetics Small's current stock value. Our valuation model uses many indicators to compare Kinetics Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Kinetics Small competition to find correlations between indicators driving Kinetics Small's intrinsic value. More Info.Kinetics Small Cap is currently considered the top fund in price to earning among similar funds. It also is currently considered the top fund in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Kinetics Small Cap is roughly 9.96 . 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 Small's earnings, one of the primary drivers of an investment's value.Kinetics Small Cap Systematic Risk
Kinetics Small's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Kinetics Small 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 twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Kinetics Small Cap correlated with the market. If Beta is less than 0 Kinetics Small generally moves in the opposite direction as compared to the market. If Kinetics Small Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Kinetics Small Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Kinetics Small is generally in the same direction as the market. If Beta > 1 Kinetics Small moves generally in the same direction as, but more than the movement of the benchmark.
Kinetics Small March 22, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Kinetics Small help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Kinetics Small Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Kinetics Small Cap 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 Small's daily price indicators and compare them against related drivers.
| Downside Deviation | 2.47 | |||
| Information Ratio | 0.0747 | |||
| Maximum Drawdown | 9.1 | |||
| Value At Risk | (4.40) | |||
| Potential Upside | 3.29 |
Other Information on Investing in Kinetics Mutual Fund
Kinetics Small 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 Small security.
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