Kirr Marbach Partners Fund Manager Performance Evaluation
| KMVAX Fund | USD 33.10 0.56 1.72% |
The fund secures a Beta (Market Risk) of 0.3, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Kirr Marbach's returns are expected to increase less than the market. However, during the bear market, the loss of holding Kirr Marbach is expected to be smaller as well.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Kirr Marbach Partners has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Kirr Marbach is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 27th of January 2023 | |
| Expense Ratio | 1.4600 |
Kirr |
Kirr Marbach Relative Risk vs. Return Landscape
If you would invest 3,375 in Kirr Marbach Partners on October 6, 2024 and sell it today you would lose (65.00) from holding Kirr Marbach Partners or give up 1.93% of portfolio value over 90 days. Kirr Marbach Partners is currently producing negative expected returns and takes up 1.3913% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Kirr, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Kirr Marbach Current Valuation
Fairly Valued
Today
Please note that Kirr Marbach's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Kirr Marbach Partners secures a last-minute Real Value of $33.3 per share. The latest price of the fund is $33.1. We determine the value of Kirr Marbach Partners from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Kirr Marbach is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Kirr Mutual Fund. However, Kirr Marbach'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 33.1 | Real 33.3 | Hype 33.1 | Naive 34.46 |
The intrinsic value of Kirr Marbach'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 Kirr Marbach'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 Kirr Marbach Partners helps investors to forecast how Kirr mutual 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 Kirr Marbach more accurately as focusing exclusively on Kirr Marbach's fundamentals will not take into account other important factors: Kirr Marbach Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Kirr Marbach's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Kirr Marbach Partners, and traders can use it to determine the average amount a Kirr Marbach'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 = -0.0152
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | KMVAX |
Estimated Market Risk
| 1.39 actual daily | 12 88% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Kirr Marbach 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 Kirr Marbach by adding Kirr Marbach to a well-diversified portfolio.
Kirr Marbach Fundamentals Growth
Kirr Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Kirr Marbach, and Kirr Marbach 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 Kirr Mutual Fund performance.
| Price To Earning | 16.35 X | ||||
| Price To Book | 1.87 X | ||||
| Price To Sales | 1.14 X | ||||
About Kirr Marbach Performance
Evaluating Kirr Marbach's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Kirr Marbach 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 Kirr Marbach 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.
The fund seeks to achieve its investment objective by investing in common stocks of companies with small-capitalizations , medium-capitalizations and large-capitalizations . Under normal circumstances, at least 65 percent of its total assets will consist of common stocks or other equity securities.Things to note about Kirr Marbach Partners performance evaluation
Checking the ongoing alerts about Kirr Marbach for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Kirr Marbach Partners help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Kirr Marbach generated a negative expected return over the last 90 days | |
| The fund maintains 97.53% of its assets in stocks |
- Analyzing Kirr Marbach'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 Kirr Marbach's stock is overvalued or undervalued compared to its peers.
- Examining Kirr Marbach'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 Kirr Marbach's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Kirr Marbach's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Kirr Marbach's mutual fund. These opinions can provide insight into Kirr Marbach's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Kirr Mutual Fund
Kirr Marbach financial ratios help investors to determine whether Kirr 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 Kirr with respect to the benefits of owning Kirr Marbach security.
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