Kkr Income Opportunities Fund Manager Performance Evaluation
| KIO Fund | USD 12.34 0.01 0.08% |
The fund secures a Beta (Market Risk) of 0.1, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Kkr Income's returns are expected to increase less than the market. However, during the bear market, the loss of holding Kkr Income is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Kkr Income Opportunities has generated negative risk-adjusted returns adding no value to fund investors. In spite of very healthy forward indicators, Kkr Income is not utilizing all of its potentials. The recent stock price disarray, may contribute to short-term losses for the investors.
...more1 | Trading Advice - Stock Traders Daily | 02/06/2025 |
2 | KKR Income Opportunities Fund Declares Monthly Distributions of 0.1215 Per Share - Business Wire | 03/20/2025 |
Kkr |
Kkr Income Relative Risk vs. Return Landscape
If you would invest 1,261 in Kkr Income Opportunities on December 24, 2024 and sell it today you would lose (27.00) from holding Kkr Income Opportunities or give up 2.14% of portfolio value over 90 days. Kkr Income Opportunities is generating negative expected returns assuming volatility of 0.6123% on return distribution over 90 days investment horizon. In other words, 5% of funds are less volatile than Kkr, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Kkr Income Current Valuation
Fairly Valued
Today
Please note that Kkr Income's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Kkr Income Opportunities secures a last-minute Real Value of $12.4 per share. The latest price of the fund is $12.34. We determine the value of Kkr Income Opportunities from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend obtaining undervalued funds and abandoning overvalued funds since, at some point, fund prices and their ongoing real values will merge together.
Since Kkr Income is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Kkr Fund. However, Kkr Income'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 12.34 | Real 12.4 | Hype 12.33 |
The intrinsic value of Kkr Income'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 Kkr Income'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 Kkr Income Opportunities helps investors to forecast how Kkr 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 Kkr Income more accurately as focusing exclusively on Kkr Income's fundamentals will not take into account other important factors: Kkr Income Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Kkr Income's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Kkr Income Opportunities, and traders can use it to determine the average amount a Kkr Income'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 = -0.0549
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | KIO |
Estimated Market Risk
| 0.61 actual daily | 5 95% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Kkr Income is not performing at its full potential. However, 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 Kkr Income by adding Kkr Income to a well-diversified portfolio.
Kkr Income Fundamentals Growth
Kkr Fund prices reflect investors' perceptions of the future prospects and financial health of Kkr Income, and Kkr Income 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 Kkr Fund performance.
| Shares Outstanding | 20.34 M | ||||
| Price To Earning | 3.43 X | ||||
| Earnings Per Share | 3.18 X | ||||
About Kkr Income Performance
By examining Kkr Income's fundamental ratios, stakeholders can obtain critical insights into Kkr Income's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Kkr Income is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
KKR Income Opportunities Fund is a close ended fixed income mutual fund launched by Kohlberg Kravis Roberts Co. L.P. The fund is managed by KKR Asset Management LLC. It invests in fixed income markets and hedging markets across the globe. The fund primarily invests in first- and second-lien secured loans, unsecured loans and high yield corporate debt instruments. It employs fundamental analysis, with a focus on dynamic hedging strategies to create its portfolio. KKR Income Opportunities Fund was formed on March 17, 2011 and is domiciled in the United States.Things to note about Kkr Income Opportunities performance evaluation
Checking the ongoing alerts about Kkr Income for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Kkr Income Opportunities help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Kkr Income generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: KKR Income Opportunities Fund Declares Monthly Distributions of 0.1215 Per Share - Business Wire |
- Analyzing Kkr Income'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 Kkr Income's stock is overvalued or undervalued compared to its peers.
- Examining Kkr Income'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 Kkr Income's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Kkr Income's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Kkr Income's fund. These opinions can provide insight into Kkr Income's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Kkr Fund
Kkr Income financial ratios help investors to determine whether Kkr 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 Kkr with respect to the benefits of owning Kkr Income security.
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