Federated Mutual Fund Manager Performance Evaluation

FGFCX -  USA Fund  

USD 37.65  0.33  0.87%

The fund shows a Beta (market volatility) of -0.082, which means not very significant fluctuations relative to the market. Let's try to break down what Federated's beta means in this case. As returns on the market increase, returns on owning Federated International are expected to decrease at a much lower rate. During the bear market, Federated International is likely to outperform the market. Even though it is essential to pay attention to Federated International historical returns, it is always good to be careful when utilizing equity current trending patterns. Our philosophy towards predicting any fund's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Federated International Leaders exposes twenty-six different technical indicators, which can help you to evaluate its performance.

Federated Mutual Fund Performance 

 
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Federated Performance
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Over the last 90 days Federated International Leaders has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's fundamental indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
Fifty Two Week Low36.74
Fifty Two Week High41.73
Annual Report Expense Ratio2.08%

Federated International Relative Risk vs. Return Landscape

If you would invest  4,158  in Federated International Leaders on September 4, 2021 and sell it today you would lose (360.00)  from holding Federated International Leaders or give up 8.66% of portfolio value over 90 days. Federated International Leaders is currently producing negative expected returns and takes up 0.8765% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Federated, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming the 90 days horizon Federated International is expected to under-perform the market. In addition to that, the company is 1.05 times more volatile than its market benchmark. It trades about -0.16 of its total potential returns per unit of risk. The DOW is currently generating roughly -0.02 per unit of volatility.

Federated International Current Valuation

Fairly Valued
Today
37.65
3rd of December 2021
Share
Please note that Federated International's price fluctuation is very steady at this time.
Federated International shows a prevailing Real Value of $37.33 per share. The current price of the fund is $37.65. At this time, the entity appears to be fairly valued. We determine the value of Federated International from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued instruments and dropping overvalued instruments since, at some point, stock prices and their ongoing real values will submerge.
Our valuation method for Federated International Leaders is useful when determining the fair value of the Federated mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Federated International. Since Federated International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Federated Mutual Fund. However, Federated International's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
37.33
Real Value
38.21
Upside
Estimating the potential upside or downside of Federated International Leaders helps investors to forecast how Federated mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Federated International more accurately as focusing exclusively on Federated International's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
38.0040.2442.49
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Hype
Prediction
LowEstimated ValueHigh
36.7737.6538.53
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Potential
Annual Dividend
LowIncome Per ShareHigh
0.180.180.18
Details

Federated International Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Federated International's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Federated International Leaders, and traders can use it to determine the average amount a Federated International's 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 = -0.1622

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Negative ReturnsFGFCX
Estimated Market Risk
 0.88
  actual daily
 
 7 %
of total potential
 
77
Expected Return
 -0.14
  actual daily
 
 0 %
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00
Risk-Adjusted Return
 -0.16
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Based on monthly moving average Federated International is performing at about 0% of its full potential. 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 Federated International by adding it to a well-diversified portfolio.

About Federated International Performance

To evaluate Federated International Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Federated International generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Federated Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Federated International stock market performance in a much more refined way. At Macroaxis, we take it even further. The Macroaxis performance score is an integer between 0 and 100 that represents Federated's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
The investment seeks long-term capital growth. The fund pursues its investment objective of long-term capital growth by investing primarily in a portfolio of equity securities issued by foreign companies that the funds investment adviser, Federated Global Investment Management Corp. , has deemed as the best opportunities across its investable universe relative to the companys competitive position or its growth prospects. The Adviser expects that, normally, the fund will be invested primarily in foreign stocks in developed markets.

Things to note about Federated International

Checking the ongoing alerts about Federated International for important developments is a great way to find new opportunities for your next move. Our stock alerts and notifications screener for Federated International help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Federated International Alerts

Equity Alerts and Improvement Suggestions

Federated International generated a negative expected return over the last 90 days
Federated International generated five year return of -1.0%
This fund retains 98.73% of its assets under management (AUM) in equities
Please check Investing Opportunities. Note that the Federated International information on this page should be used as a complementary analysis to other Federated International'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 Commodity Channel Index module to use Commodity Channel Index to analyze current equity momentum.

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When running Federated International price analysis, check to measure Federated International'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 Federated International is operating at the current time. Most of Federated International's value examination focuses on studying past and present price action to predict the probability of Federated International's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Federated International's price. Additionally, you may evaluate how the addition of Federated International to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Federated International's value and its price as these two are different measures arrived at by different means. Investors typically determine Federated International value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Federated International'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.