Federated Short Term Income Fund Manager Performance Evaluation
| FSTIX Fund | USD 8.38 0.01 0.12% |
The fund shows a Beta (market volatility) of 0.0507, which means not very significant fluctuations relative to the market. As returns on the market increase, Federated Short's returns are expected to increase less than the market. However, during the bear market, the loss of holding Federated Short is expected to be smaller as well.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Federated Short Term Income are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Federated Short is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 30th of June 2023 | |
| Expense Ratio | 0.6600 |
Federated |
Federated Short Relative Risk vs. Return Landscape
If you would invest 827.00 in Federated Short Term Income on February 26, 2024 and sell it today you would earn a total of 11.00 from holding Federated Short Term Income or generate 1.33% return on investment over 90 days. Federated Short Term Income is currently producing 0.0204% returns and takes up 0.1173% 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 Short Current Valuation
Overvalued
Today
Please note that Federated Short's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Federated Short Term shows a prevailing Real Value of $7.7 per share. The current price of the fund is $8.38. We determine the value of Federated Short Term 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.
Our valuation method for Federated Short Term Income 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 Short. Since Federated Short is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Federated Mutual Fund. However, Federated Short'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. | Historical | Market 8.38 | Real 7.7 | Hype 8.38 | Naive 8.34 |
The real value of Federated Mutual Fund, also known as its intrinsic value, is the underlying worth of Federated Short Term Mutual Fund, which is reflected in its stock price. It is based on Federated Short's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Federated Short's 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 Short's 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 Short Term Income 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 Short more accurately as focusing exclusively on Federated Short's fundamentals will not take into account other important factors: Federated Short Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Federated Short's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Federated Short Term Income, and traders can use it to determine the average amount a Federated Short'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 = 0.1738
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FSTIX |
Estimated Market Risk
| 0.12 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Federated Short is performing at about 13% 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 Short by adding it to a well-diversified portfolio.
Federated Short Fundamentals Growth
Federated Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Federated Short, and Federated Short 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.
| Price To Book | 0.20 X | ||||
| Price To Sales | 0.20 X | ||||
| Total Asset | 121.11 M | ||||
About Federated Short Performance
To evaluate Federated Short Term 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 Short 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 Short Term 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.In pursuing its principal investment strategies, the fund invests in a diversified portfolio of fixed-income securities consisting of U.S. government and privately issued mortgage-backed and asset-backed securities, corporate debt securities and U.S. Treasury and agency securities. At least 65 percent of the funds securities must be rated A or higher by a nationally recognized statistical rating organization. The adviser seeks to enhance the funds performance by allocating relatively more of its portfolio to the security type that the Adviser expects to offer the best balance between current income and risk.Things to note about Federated Short Term performance evaluation
Checking the ongoing alerts about Federated Short for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Federated Short Term 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 15.84% of its assets under management (AUM) in fixed income securities |
- Analyzing Federated Short's 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 Short's stock is overvalued or undervalued compared to its peers.
- Examining Federated Short's 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 Short's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Federated Short's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Federated Short's mutual fund. These opinions can provide insight into Federated Short's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Federated Short Term Income. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Transaction History module to view history of all your transactions and understand their impact on performance.