Federated Hermes Conservative Fund Manager Performance Evaluation
| FHCOX Fund | USD 9.97 0.02 0.20% |
The fund shows a Beta (market volatility) of -0.007, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Federated Hermes are expected to decrease at a much lower rate. During the bear market, Federated Hermes is likely to outperform the market.
Risk-Adjusted Performance
17 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Federated Hermes Conservative are ranked lower than 17 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Federated Hermes is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Federated Hermes Relative Risk vs. Return Landscape
If you would invest 984.00 in Federated Hermes Conservative on March 18, 2024 and sell it today you would earn a total of 13.00 from holding Federated Hermes Conservative or generate 1.32% return on investment over 90 days. Federated Hermes Conservative is currently producing 0.0253% returns and takes up 0.1146% volatility of returns over 90 trading days. Put another way, 1% 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. Expected Return |
| Risk |
Federated Hermes Current Valuation
Fairly Valued
Today
Please note that Federated Hermes' price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Federated Hermes Con shows a prevailing Real Value of $9.91 per share. The current price of the fund is $9.97. We determine the value of Federated Hermes Con from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Federated Hermes is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Federated Mutual Fund. However, Federated Hermes' 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. | Historical | Market 9.97 | Real 9.91 | Hype 9.97 | Naive 9.98 |
The intrinsic value of Federated Hermes' stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Federated Hermes' stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Federated Hermes Conservative 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 Hermes more accurately as focusing exclusively on Federated Hermes' fundamentals will not take into account other important factors: Federated Hermes Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Federated Hermes' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Federated Hermes Conservative, and traders can use it to determine the average amount a Federated Hermes' 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 = 0.2208
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FHCOX |
Estimated Market Risk
| 0.11 actual daily | 0 100% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.22 actual daily | 17 83% of assets perform better |
Based on monthly moving average Federated Hermes is performing at about 17% 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 Hermes by adding it to a well-diversified portfolio.
Federated Hermes Fundamentals Growth
Federated Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Federated Hermes, and Federated Hermes fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Federated Mutual Fund performance.
| Total Asset | 57.95 M | |||
About Federated Hermes Performance
To evaluate Federated Hermes Con 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 Hermes 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 Hermes Con market performance in a much more refined way. 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 fund seeks to invest all of its assets in investment-grade, fixed-income securities , including but not limited to repurchase agreements, commercial paper, certificates of deposit, asset-backed securities and corporate debt securities. Within investment-grade securities, it may invest up to 15 percent of its assets in BBB rated, fixed-income securities or, with respect to securities maturing in 7 days or less, securities with short-term ratings of comparable credit quality to BBB.Things to note about Federated Hermes Con performance evaluation
Checking the ongoing alerts about Federated Hermes for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Federated Hermes Con help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains about 72.63% of its assets under management (AUM) in cash |
- Analyzing Federated Hermes' 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 Federated Hermes' stock is overvalued or undervalued compared to its peers.
- Examining Federated Hermes' 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 Federated Hermes' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Federated Hermes' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Federated Hermes' mutual fund. These opinions can provide insight into Federated Hermes' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Federated Mutual Fund
Federated Hermes financial ratios help investors to determine whether Federated Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Federated with respect to the benefits of owning Federated Hermes security.
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