Kensington Managed Income Fund Manager Performance Evaluation
| KAMAX Fund | USD 9.92 0.03 0.30% |
The fund secures a Beta (Market Risk) of 0.0566, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Kensington Managed's returns are expected to increase less than the market. However, during the bear market, the loss of holding Kensington Managed is expected to be smaller as well.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Kensington Managed Income are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Kensington Managed 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 | 1st of May 2021 | |
| Expense Ratio | 1.7700 |
Kensington |
Kensington Managed Relative Risk vs. Return Landscape
If you would invest 975.00 in Kensington Managed Income on August 31, 2024 and sell it today you would earn a total of 17.00 from holding Kensington Managed Income or generate 1.74% return on investment over 90 days. Kensington Managed Income is currently producing 0.0276% returns and takes up 0.1674% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Kensington, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Kensington Managed Current Valuation
Overvalued
Today
Please note that Kensington Managed's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Kensington Managed Income secures a last-minute Real Value of $9.11 per share. The latest price of the fund is $9.92. We determine the value of Kensington Managed Income 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 Kensington Managed is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Kensington Mutual Fund. However, Kensington Managed'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 9.92 | Real 9.11 | Hype 9.92 | Naive 9.9 |
The intrinsic value of Kensington Managed'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 Kensington Managed'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 Kensington Managed Income helps investors to forecast how Kensington 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 Kensington Managed more accurately as focusing exclusively on Kensington Managed's fundamentals will not take into account other important factors: Kensington Managed Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Kensington Managed's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Kensington Managed Income, and traders can use it to determine the average amount a Kensington Managed'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 = 0.1647
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | KAMAX |
Estimated Market Risk
| 0.17 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Kensington Managed is performing at about 12% 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 Kensington Managed by adding it to a well-diversified portfolio.
Kensington Managed Fundamentals Growth
Kensington Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Kensington Managed, and Kensington Managed 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 Kensington Mutual Fund performance.
| Total Asset | 88.88 M | |||
About Kensington Managed Performance
Evaluating Kensington Managed's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Kensington Managed 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 Kensington Managed 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 will gain exposure to fixed-income securities primarily by investing in one or more of the following investment types other mutual funds and exchange-traded funds that invest in higher-yielding, income-producing securities, individual bonds, including high-yield bonds, credit default swaps and credit default index swaps, and options on such instruments, andor index futures and bond futures. It is non-diversified.Things to note about Kensington Managed Income performance evaluation
Checking the ongoing alerts about Kensington Managed for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Kensington Managed Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of 0.0% | |
| Kensington Managed Income maintains about 98.81% of its assets in cash |
- Analyzing Kensington Managed'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 Kensington Managed's stock is overvalued or undervalued compared to its peers.
- Examining Kensington Managed'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 Kensington Managed's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Kensington Managed's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Kensington Managed's mutual fund. These opinions can provide insight into Kensington Managed's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Kensington Mutual Fund
Kensington Managed financial ratios help investors to determine whether Kensington 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 Kensington with respect to the benefits of owning Kensington Managed security.
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