Kinea Securities (Brazil) Manager Performance Evaluation
| KNSC11 Fund | BRL 7.97 0.05 0.63% |
The fund secures a Beta (Market Risk) of 0.14, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Kinea Securities' returns are expected to increase less than the market. However, during the bear market, the loss of holding Kinea Securities is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Kinea Securities Fundo has generated negative risk-adjusted returns adding no value to fund investors. Despite latest weak performance, the Fund's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more| Fifty Two Week Low | 98.01 | |
| Fifty Two Week High | 98.42 |
Kinea |
Kinea Securities Relative Risk vs. Return Landscape
If you would invest 901.00 in Kinea Securities Fundo on September 14, 2024 and sell it today you would lose (104.00) from holding Kinea Securities Fundo or give up 11.54% of portfolio value over 90 days. Kinea Securities Fundo is generating negative expected returns and assumes 1.1827% volatility on return distribution over the 90 days horizon. Simply put, 10% of funds are less volatile than Kinea, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Kinea Securities Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Kinea Securities' investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Kinea Securities Fundo, and traders can use it to determine the average amount a Kinea Securities' 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 = -0.1612
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | KNSC11 |
Estimated Market Risk
| 1.18 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.19 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.16 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Kinea Securities 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 Kinea Securities by adding Kinea Securities to a well-diversified portfolio.
About Kinea Securities Performance
By analyzing Kinea Securities' fundamental ratios, stakeholders can gain valuable insights into Kinea Securities' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Kinea Securities 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 Kinea Securities has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Things to note about Kinea Securities Fundo performance evaluation
Checking the ongoing alerts about Kinea Securities for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Kinea Securities Fundo help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Kinea Securities generated a negative expected return over the last 90 days |
- Analyzing Kinea Securities' 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 Kinea Securities' stock is overvalued or undervalued compared to its peers.
- Examining Kinea Securities' 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 Kinea Securities' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Kinea Securities' management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Kinea Securities' fund. These opinions can provide insight into Kinea Securities' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Kinea Fund
Kinea Securities financial ratios help investors to determine whether Kinea 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 Kinea with respect to the benefits of owning Kinea Securities security.
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