Federated Max Cap Index Fund Net Income
| FISPX Fund | USD 8.62 0.05 0.58% |
As of the 23rd of January, Federated Max-cap shows the Coefficient Of Variation of 714.74, mean deviation of 0.6511, and Downside Deviation of 0.9184. Federated Max Cap technical analysis allows you to utilize historical prices and volume patterns in order to determine a pattern that computes the direction of the entity's future prices.
Federated Max-cap's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Federated Max-cap's valuation are provided below:Federated Max Cap Index does not presently have any fundamental signals for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Federated |
Federated Max-cap 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Federated Max-cap's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Federated Max-cap.
| 10/25/2025 |
| 01/23/2026 |
If you would invest 0.00 in Federated Max-cap on October 25, 2025 and sell it all today you would earn a total of 0.00 from holding Federated Max Cap Index or generate 0.0% return on investment in Federated Max-cap over 90 days. Federated Max-cap is related to or competes with Federated Mid-cap, Nuveen Nwq, Nuveen Nwq, Guggenheim Styleplus, Guggenheim Styleplus, Boston Trust, and Nuveen Small. The fund invests its assets primarily in common stocks included in the Standard Poors 500 Index More
Federated Max-cap Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Federated Max-cap's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Federated Max Cap Index upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.9184 | |||
| Information Ratio | 0.0722 | |||
| Maximum Drawdown | 9.41 | |||
| Value At Risk | (1.18) | |||
| Potential Upside | 1.18 |
Federated Max-cap Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Federated Max-cap's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Federated Max-cap's standard deviation. In reality, there are many statistical measures that can use Federated Max-cap historical prices to predict the future Federated Max-cap's volatility.| Risk Adjusted Performance | 0.1061 | |||
| Jensen Alpha | 0.0993 | |||
| Total Risk Alpha | 0.0439 | |||
| Sortino Ratio | 0.091 | |||
| Treynor Ratio | 0.1973 |
Federated Max-cap January 23, 2026 Technical Indicators
| Cycle Indicators | ||
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| Math Transform | ||
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| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1061 | |||
| Market Risk Adjusted Performance | 0.2073 | |||
| Mean Deviation | 0.6511 | |||
| Semi Deviation | 0.6301 | |||
| Downside Deviation | 0.9184 | |||
| Coefficient Of Variation | 714.74 | |||
| Standard Deviation | 1.16 | |||
| Variance | 1.34 | |||
| Information Ratio | 0.0722 | |||
| Jensen Alpha | 0.0993 | |||
| Total Risk Alpha | 0.0439 | |||
| Sortino Ratio | 0.091 | |||
| Treynor Ratio | 0.1973 | |||
| Maximum Drawdown | 9.41 | |||
| Value At Risk | (1.18) | |||
| Potential Upside | 1.18 | |||
| Downside Variance | 0.8435 | |||
| Semi Variance | 0.397 | |||
| Expected Short fall | (0.77) | |||
| Skewness | 3.51 | |||
| Kurtosis | 22.43 |
Federated Max Cap Backtested Returns
At this stage we consider Federated Mutual Fund to be not too volatile. Federated Max Cap secures Sharpe Ratio (or Efficiency) of 0.12, which denotes the fund had a 0.12 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Federated Max Cap Index, which you can use to evaluate the volatility of the entity. Please confirm Federated Max-cap's Coefficient Of Variation of 714.74, downside deviation of 0.9184, and Mean Deviation of 0.6511 to check if the risk estimate we provide is consistent with the expected return of 0.14%. The fund shows a Beta (market volatility) of 0.77, which means possible diversification benefits within a given portfolio. As returns on the market increase, Federated Max-cap's returns are expected to increase less than the market. However, during the bear market, the loss of holding Federated Max-cap is expected to be smaller as well.
Auto-correlation | -0.33 |
Poor reverse predictability
Federated Max Cap Index has poor reverse predictability. Overlapping area represents the amount of predictability between Federated Max-cap time series from 25th of October 2025 to 9th of December 2025 and 9th of December 2025 to 23rd of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Federated Max Cap price movement. The serial correlation of -0.33 indicates that nearly 33.0% of current Federated Max-cap price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.33 | |
| Spearman Rank Test | -0.06 | |
| Residual Average | 0.0 | |
| Price Variance | 0.05 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Federated Max Cap Index reported net income of 0.0. This indicator is about the same for the Federated average (which is currently at 0.0) family and about the same as Large Blend (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Federated Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Federated Max-cap's current stock value. Our valuation model uses many indicators to compare Federated Max-cap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Federated Max-cap competition to find correlations between indicators driving Federated Max-cap's intrinsic value. More Info.Federated Max Cap Index is one of the top funds in price to earning among similar funds. It also is one of the top funds in price to book among similar funds fabricating about 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Federated Max Cap Index is roughly 7.22 . 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 Max-cap's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Federated Max-cap
The fund consists of 96.6% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Federated Max-cap's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Federated Fundamentals
| Price To Earning | 18.48 X | ||||
| Price To Book | 2.56 X | ||||
| Price To Sales | 1.82 X | ||||
| Total Asset | 101.81 M | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 0.47 % | ||||
| One Year Return | 14.85 % | ||||
| Three Year Return | 21.53 % | ||||
| Five Year Return | 13.56 % | ||||
| Ten Year Return | 12.91 % | ||||
| Net Asset | 260.19 M | ||||
| Minimum Initial Investment | 1000 K | ||||
| Last Dividend Paid | 0.02 | ||||
| Cash Position Weight | 3.40 % | ||||
| Equity Positions Weight | 96.60 % |
About Federated Max-cap Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Federated Max Cap Index's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Federated Max-cap using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Federated Max Cap Index 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.
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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.Other Information on Investing in Federated Mutual Fund
Federated Max-cap 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 Max-cap security.
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