Kinea Oportunidades (Brazil) Manager Performance Evaluation
| KORE11 Fund | 82.99 0.57 0.68% |
The fund secures a Beta (Market Risk) of -0.33, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Kinea Oportunidades are expected to decrease at a much lower rate. During the bear market, Kinea Oportunidades is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days Kinea Oportunidades Real 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 December 2024. The current disturbance may also be a sign of long term up-swing for the fund investors.
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Kinea Oportunidades Relative Risk vs. Return Landscape
If you would invest 10,062 in Kinea Oportunidades Real on September 1, 2024 and sell it today you would lose (1,763) from holding Kinea Oportunidades Real or give up 17.52% of portfolio value over 90 days. Kinea Oportunidades Real is generating negative expected returns and assumes 1.662% volatility on return distribution over the 90 days horizon. Simply put, 14% 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 Oportunidades Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Kinea Oportunidades' investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Kinea Oportunidades Real, and traders can use it to determine the average amount a Kinea Oportunidades' 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 = -0.1755
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | KORE11 |
Estimated Market Risk
| 1.66 actual daily | 14 86% of assets are more volatile |
Expected Return
| -0.29 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.18 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Kinea Oportunidades 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 Oportunidades by adding Kinea Oportunidades to a well-diversified portfolio.
Things to note about Kinea Oportunidades Real performance evaluation
Checking the ongoing alerts about Kinea Oportunidades for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Kinea Oportunidades Real help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Kinea Oportunidades generated a negative expected return over the last 90 days |
- Analyzing Kinea Oportunidades' 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 Oportunidades' stock is overvalued or undervalued compared to its peers.
- Examining Kinea Oportunidades' 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 Oportunidades' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Kinea Oportunidades' management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Kinea Oportunidades' fund. These opinions can provide insight into Kinea Oportunidades' potential for growth and whether the stock is currently undervalued or overvalued.
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