Kinetics Fundamentals

WWWEX -  USA Fund  

USD 10.61  0.15  1.39%

Kinetics The Global fundamentals help investors to digest information that contributes to Kinetics Global's financial success or failures. It also enables traders to predict the movement of Kinetics Mutual Fund. This fundamental analysis module provides a way for investors to measures Kinetics Global's intrinsic value by examining all of its available economic and financial indicators and drivers, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Kinetics Global mutual fund. Please note, this module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Kinetics Fundamentals 

 
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Kinetics Five Year Return Analysis

Kinetics Global's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Five Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Five Year Return | All Equity Analysis

Current Kinetics Global Five Year Return

    
  4.84 %  
Most of Kinetics Global's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Kinetics The Global is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
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Kinetics Global Five Year Return Component Assessment

According to the company disclosure, Kinetics The Global has a Five Year Return of 4.84%. This is 12.79% lower than that of the Kinetics family and significantly higher than that of the Family category. The five year return for all United States funds is notably lower than that of the firm.

Kinetics The Global Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Kinetics Global's current stock value. Our valuation model uses many indicators to compare Kinetics Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Kinetics Global competition to find correlations between indicators driving Kinetics Global's intrinsic value. More Info.
Kinetics The Global is rated below average in price to book among similar funds. It is rated below average in equity positions weight among similar funds making about  29.06  of Equity Positions Weight per Price to Book. . Comparative valuation analysis is a catch-all model that can be used if you cannot value Kinetics Global by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Kinetics Global's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Global's earnings, one of the primary drivers of an investment's value.

Kinetics One Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Kinetics Global's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Kinetics Global could also be used in its relative valuation, which is a method of valuing Kinetics Global by comparing valuation metrics of similar companies.
Kinetics Global is currently under evaluation in one year return among similar funds.

Fund Asset Allocation for Kinetics Global

The fund invests 36.91% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (35.16%) and various exotic instruments (27.93%).
 Value 
      Instrument Type 

Kinetics Fundamentals

About Kinetics Global Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Kinetics The Global's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Kinetics Global using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Kinetics The Global based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The fund is a diversified fund that invests all of its investable assets in the Global Portfolio, a series of Kinetics Portfolios Trust. Kinetics Global is traded on NASDAQ Exchange in the United States.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Kinetics Global without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Check out Kinetics Global Piotroski F Score and Kinetics Global Altman Z Score analysis. Note that the Kinetics The Global information on this page should be used as a complementary analysis to other Kinetics Global's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Equity Search module to search for activelly traded equities including funds and ETFs from over 30 global markets.

Complementary Tools for Kinetics Mutual Fund analysis

When running Kinetics The Global price analysis, check to measure Kinetics Global's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Kinetics Global is operating at the current time. Most of Kinetics Global's value examination focuses on studying past and present price action to predict the probability of Kinetics Global's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Kinetics Global's price. Additionally, you may evaluate how the addition of Kinetics Global to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Kinetics Global's value and its price as these two are different measures arrived at by different means. Investors typically determine Kinetics Global value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Kinetics Global's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.