Kkr Income Year To Date Return vs. Beta

KIO Fund  USD 12.44  0.02  0.16%   
Based on the measurements of profitability obtained from Kkr Income's financial statements, Kkr Income Opportunities may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in April. Profitability indicators assess Kkr Income's ability to earn profits and add value for shareholders.
For Kkr Income profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Kkr Income to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Kkr Income Opportunities utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Kkr Income's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Kkr Income Opportunities over time as well as its relative position and ranking within its peers.
  
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Please note, there is a significant difference between Kkr Income's value and its price as these two are different measures arrived at by different means. Investors typically determine if Kkr Income is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Kkr Income's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Kkr Income Opportunities Beta vs. Year To Date Return Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Kkr Income's current stock value. Our valuation model uses many indicators to compare Kkr Income value to that of its competitors to determine the firm's financial worth.
Kkr Income Opportunities is rated below average in year to date return among similar funds. It is rated below average in beta among similar funds totaling about  0.55  of Beta per Year To Date Return. The ratio of Year To Date Return to Beta for Kkr Income Opportunities is roughly  1.81 . 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 Kkr Income's earnings, one of the primary drivers of an investment's value.

Kkr Beta vs. Year To Date Return

Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.

Kkr Income

YTD Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
0.94 %
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.

Kkr Income

Beta

 = 

Covariance

Variance

 = 
0.52
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.

Kkr Beta Comparison

Kkr Income is currently under evaluation in beta among similar funds.

Beta Analysis

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.

Kkr Income Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Kkr Income, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Kkr Income will eventually generate negative long term returns. The profitability progress is the general direction of Kkr Income's change in net profit over the period of time. It can combine multiple indicators of Kkr Income, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
KKR Income Opportunities Fund is a close ended fixed income mutual fund launched by Kohlberg Kravis Roberts Co. KKR Income Opportunities Fund was formed on March 17, 2011 and is domiciled in the United States. KKR Income operates under Asset Management classification in the United States and is traded on New York Stock Exchange.

Kkr Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Kkr Income. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Kkr Income position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Kkr Income's important profitability drivers and their relationship over time.

Learn to be your own money manager

Our tools can tell you how much better you can do entering a position in Kkr Income without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Use Investing Themes to Complement your Kkr Income position

In addition to having Kkr Income in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Tech Growth
Tech Growth Theme
Instruments that are typically traded at high earnings multiples compared to their competitors and other sectors and have been known to drive market cycles frequently. The Tech Growth theme has 58 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Tech Growth Theme or any other thematic opportunities.
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Other Information on Investing in Kkr Fund

To fully project Kkr Income's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Kkr Income Opportunities at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Kkr Income's income statement, its balance sheet, and the statement of cash flows.
Potential Kkr Income investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Kkr Income investors may work on each financial statement separately, they are all related. The changes in Kkr Income's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Kkr Income's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
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