Kinetics Small Ten Year Return vs. One Year Return
| KSCYX Fund | USD 190.15 1.48 0.77% |
For Kinetics Small profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Kinetics Small to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Kinetics Small Cap utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Kinetics Small's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Kinetics Small Cap over time as well as its relative position and ranking within its peers.
Kinetics |
Kinetics Small Cap One Year Return vs. Ten Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Kinetics Small's current stock value. Our valuation model uses many indicators to compare Kinetics Small value to that of its competitors to determine the firm's financial worth. Kinetics Small Cap is currently considered the top fund in ten year return among similar funds. It also is currently considered the top fund in one year return among similar funds reporting about 7.40 of One Year Return per Ten Year Return. 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 Kinetics Small's earnings, one of the primary drivers of an investment's value.Kinetics One Year Return vs. Ten Year Return
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Kinetics Small |
| = | 10.69 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Kinetics Small |
| = | 79.06 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Kinetics One Year Return Comparison
Kinetics Small is currently under evaluation in one year return among similar funds.
Kinetics Small Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Kinetics Small, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Kinetics Small will eventually generate negative long term returns. The profitability progress is the general direction of Kinetics Small's change in net profit over the period of time. It can combine multiple indicators of Kinetics Small, 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.
The fund is a non-diversified fund that invests all of its investable assets in the Small Cap Portfolio, a series of Kinetics Portfolios Trust. The Small Cap Portfolio invests at least 80 percent of its net assets plus any borrowings for investment purposes in common stocks, convertible securities, warrants and other equity securities having the characteristics of common stocks of U.S. and foreign small capitalization companies that provide attractive valuation opportunities. The fund is non-diversified.
Kinetics Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Kinetics Small. 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 Kinetics Small 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 Kinetics Small's important profitability drivers and their relationship over time.
Use Kinetics Small in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Kinetics Small position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Kinetics Small will appreciate offsetting losses from the drop in the long position's value.Kinetics Small Pair Trading
Kinetics Small Cap Pair Trading Analysis
The ability to find closely correlated positions to Kinetics Small could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Kinetics Small when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Kinetics Small - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Kinetics Small Cap to buy it.
The correlation of Kinetics Small is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Kinetics Small moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Kinetics Small Cap moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Kinetics Small can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Kinetics Small position
In addition to having Kinetics Small 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.Did You Try This Idea?
Run Construction Materials Thematic Idea Now
Construction Materials
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Construction Materials theme has 61 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 Construction Materials Theme or any other thematic opportunities.
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Other Information on Investing in Kinetics Mutual Fund
To fully project Kinetics Small's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Kinetics Small Cap 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 Kinetics Small's income statement, its balance sheet, and the statement of cash flows.
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