Federated Mortgage Ten Year Return vs. Net Asset
| FGFIX Fund | USD 7.96 0.01 0.13% |
For Federated Mortgage profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Federated Mortgage to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Federated Mortgage Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Federated Mortgage's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Federated Mortgage Fund over time as well as its relative position and ranking within its peers.
Federated |
Federated Mortgage Net Asset vs. Ten Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Federated Mortgage's current stock value. Our valuation model uses many indicators to compare Federated Mortgage value to that of its competitors to determine the firm's financial worth. Federated Mortgage Fund is one of the top funds in ten year return among similar funds. It is one of the top funds in net asset among similar funds making up about 4,003,876 of Net Asset per Ten Year Return. Comparative valuation analysis is a catch-all model that can be used if you cannot value Federated Mortgage by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Federated Mortgage'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 Federated Mortgage's earnings, one of the primary drivers of an investment's value.Federated Net Asset vs. Ten Year Return
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Federated Mortgage |
| = | 2.58 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Federated Mortgage |
| = | 10.33 M |
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
Federated Net Asset Comparison
Federated Mortgage is currently under evaluation in net asset among similar funds.
Federated Mortgage Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Federated Mortgage, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Federated Mortgage will eventually generate negative long term returns. The profitability progress is the general direction of Federated Mortgage's change in net profit over the period of time. It can combine multiple indicators of Federated Mortgage, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund will invest in MBS that are issued or guaranteed by U.S. government agencies or U.S. government-sponsored enterprises . The fund may invest in non-agency MBS, which are those not issued or guaranteed by GSEs. The fund may invest up to 5 percent of its assets in noninvestment-grade securities, including those backed by so-called sub-prime mortgages and other types of non-investment grade securities.
Federated Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Federated Mortgage. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Federated Mortgage position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Federated Mortgage's important profitability drivers and their relationship over time.
Use Federated Mortgage in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Federated Mortgage position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Federated Mortgage will appreciate offsetting losses from the drop in the long position's value.Federated Mortgage Pair Trading
Federated Mortgage Fund Pair Trading Analysis
The ability to find closely correlated positions to Federated Mortgage could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Federated Mortgage when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Federated Mortgage - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Federated Mortgage Fund to buy it.
The correlation of Federated Mortgage is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Federated Mortgage moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Federated Mortgage moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Federated Mortgage can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Federated Mortgage position
In addition to having Federated Mortgage in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Almost Nothing Thematic Idea Now
Almost Nothing
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Almost Nothing theme has 22 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Almost Nothing Theme or any other thematic opportunities.
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Check out Investing Opportunities. You can also try the Analyst Advice module to analyst recommendations and target price estimates broken down by several categories.
To fully project Federated Mortgage's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Federated Mortgage at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Federated Mortgage's income statement, its balance sheet, and the statement of cash flows.