Kennedy Capital Small Fund Manager Performance Evaluation
| KGROX Fund | USD 12.50 0.58 4.43% |
The fund secures a Beta (Market Risk) of 0.42, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Kennedy Capital's returns are expected to increase less than the market. However, during the bear market, the loss of holding Kennedy Capital is expected to be smaller as well.
Risk-Adjusted Performance
1 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Kennedy Capital Small are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Kennedy Capital is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreKennedy |
Kennedy Capital Relative Risk vs. Return Landscape
If you would invest 1,232 in Kennedy Capital Small on September 20, 2024 and sell it today you would earn a total of 18.00 from holding Kennedy Capital Small or generate 1.46% return on investment over 90 days. Kennedy Capital Small is currently producing 0.0324% returns and takes up 1.3846% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Kennedy, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Kennedy Capital Current Valuation
Fairly Valued
Today
Please note that Kennedy Capital's price fluctuation is very steady at this time. Based on Macroaxis valuation methodology, the fund is fairly valued. Kennedy Capital Small secures a last-minute Real Value of $12.64 per share. The latest price of the fund is $12.5. Our model forecasts the value of Kennedy Capital Small from analyzing the fund technical indicators and probability of bankruptcy. In general, investors 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 Kennedy Capital is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Kennedy Mutual Fund. However, Kennedy Capital'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 12.5 | Real 12.64 | Hype 12.5 |
The intrinsic value of Kennedy Capital'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 Kennedy Capital'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 Kennedy Capital Small helps investors to forecast how Kennedy 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 Kennedy Capital more accurately as focusing exclusively on Kennedy Capital's fundamentals will not take into account other important factors: Kennedy Capital Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Kennedy Capital's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Kennedy Capital Small, and traders can use it to determine the average amount a Kennedy Capital'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 = 0.0234
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| Negative Returns | KGROX |
Estimated Market Risk
| 1.38 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Kennedy Capital is performing at about 1% of its full potential. 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 Kennedy Capital by adding it to a well-diversified portfolio.
Kennedy Capital Fundamentals Growth
Kennedy Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Kennedy Capital, and Kennedy Capital 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 Kennedy Mutual Fund performance.
About Kennedy Capital Performance
Evaluating Kennedy Capital's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Kennedy Capital 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 Kennedy Capital 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.
Under normal circumstances, the fund invests at least 80 percent of its net assets in equity securities of small capitalization companies. Equity securities include domestic common and preferred stock, American Depositary Receipts , and securities of real estate investment trusts and shares of investment companies, including exchange-traded funds designed to track small cap indices.Things to note about Kennedy Capital Small performance evaluation
Checking the ongoing alerts about Kennedy Capital for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Kennedy Capital Small help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains all of the assets in different exotic instruments |
- Analyzing Kennedy Capital'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 Kennedy Capital's stock is overvalued or undervalued compared to its peers.
- Examining Kennedy Capital'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 Kennedy Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Kennedy Capital's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Kennedy Capital's mutual fund. These opinions can provide insight into Kennedy Capital's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Kennedy Mutual Fund
Kennedy Capital financial ratios help investors to determine whether Kennedy 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 Kennedy with respect to the benefits of owning Kennedy Capital security.
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Fundamental Analysis View fundamental data based on most recent published financial statements |