Kinetics Five Year Return

WWWEX -  USA Fund  

USD 9.86  0.10  1.00%

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 Five Year Return 

 
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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.
Compare to competition

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 Five 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 Five 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 five 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.

Kinetics Global Investors Sentiment

The influence of Kinetics Global's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Kinetics. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Kinetics Global in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Kinetics Global's short interest history, or implied volatility extrapolated from Kinetics Global options trading.

Current Sentiment - WWWEX

Kinetics The Global Investor Sentiment

Most of Macroaxis users are at this time bullish on Kinetics The Global. What is your trading attitude regarding investing in Kinetics The Global? Are you bullish or bearish?
Bullish
Bearish
98% Bullish
2% Bearish
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity..
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 Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.

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.