Kinea Creditas (Brazil) Manager Performance Evaluation

KCRE11 Fund   8.11  0.01  0.12%   
The fund secures a Beta (Market Risk) of 0.0989, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Kinea Creditas' returns are expected to increase less than the market. However, during the bear market, the loss of holding Kinea Creditas is expected to be smaller as well.

Risk-Adjusted Performance

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Over the last 90 days Kinea Creditas Fundo has generated negative risk-adjusted returns adding no value to fund investors. Despite weak performance in the last few months, the Fund's basic indicators remain somewhat strong which may send shares a bit higher in January 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
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Dividend Yield0.0459
  

Kinea Creditas Relative Risk vs. Return Landscape

If you would invest  928.00  in Kinea Creditas Fundo on September 10, 2024 and sell it today you would lose (117.00) from holding Kinea Creditas Fundo or give up 12.61% of portfolio value over 90 days. Kinea Creditas Fundo is generating negative expected returns and assumes 1.2402% volatility on return distribution over the 90 days horizon. Simply put, 11% 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.
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Assuming the 90 days trading horizon Kinea Creditas is expected to under-perform the market. In addition to that, the company is 1.71 times more volatile than its market benchmark. It trades about -0.17 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.2 per unit of volatility.

Kinea Creditas Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Kinea Creditas' investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Kinea Creditas Fundo, and traders can use it to determine the average amount a Kinea Creditas' 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 = -0.1661

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Negative ReturnsKCRE11

Estimated Market Risk

 1.24
  actual daily
11
89% of assets are more volatile

Expected Return

 -0.21
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.17
  actual daily
0
Most of other assets perform better
Based on monthly moving average Kinea Creditas 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 Creditas by adding Kinea Creditas to a well-diversified portfolio.

Kinea Creditas Fundamentals Growth

Kinea Fund prices reflect investors' perceptions of the future prospects and financial health of Kinea Creditas, and Kinea Creditas 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 Kinea Fund performance.

About Kinea Creditas Performance

By analyzing Kinea Creditas' fundamental ratios, stakeholders can gain valuable insights into Kinea Creditas' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Kinea Creditas 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 Creditas 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 Creditas Fundo performance evaluation

Checking the ongoing alerts about Kinea Creditas for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Kinea Creditas Fundo help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Kinea Creditas Fundo generated a negative expected return over the last 90 days
Evaluating Kinea Creditas' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Kinea Creditas' fund performance include:
  • Analyzing Kinea Creditas' 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 Creditas' stock is overvalued or undervalued compared to its peers.
  • Examining Kinea Creditas' 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 Creditas' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Kinea Creditas' management team can help you assess the Fund's leadership.
  • Pay attention to analyst opinions and ratings of Kinea Creditas' fund. These opinions can provide insight into Kinea Creditas' potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Kinea Creditas' fund performance is not an exact science, and many factors can impact Kinea Creditas' fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Kinea Fund

Kinea Creditas 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 Creditas security.
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