Federated Kaufmann Small Fund Net Income
| FKASX Fund | USD 43.48 1.56 3.72% |
As of the 9th of February, Federated Kaufmann shows the Mean Deviation of 1.37, coefficient of variation of 892.42, and Downside Deviation of 1.34. Federated Kaufmann Small 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 Kaufmann'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 Kaufmann's valuation are provided below:Federated Kaufmann Small 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 Kaufmann '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 Kaufmann'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 Kaufmann.
| 11/11/2025 |
| 02/09/2026 |
If you would invest 0.00 in Federated Kaufmann on November 11, 2025 and sell it all today you would earn a total of 0.00 from holding Federated Kaufmann Small or generate 0.0% return on investment in Federated Kaufmann over 90 days. Federated Kaufmann is related to or competes with Franklin Balanced, American Beacon, Cohen, Defense And, Conestoga Small, Tiaa-cref Lifecycle, and Doubleline Shiller. The fund invests primarily in the common stocks of small companies that are traded on national security exchanges, the N... More
Federated Kaufmann 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 Kaufmann'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 Kaufmann Small upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.34 | |||
| Information Ratio | 0.0839 | |||
| Maximum Drawdown | 28.72 | |||
| Value At Risk | (1.86) | |||
| Potential Upside | 1.87 |
Federated Kaufmann Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Federated Kaufmann's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Federated Kaufmann's standard deviation. In reality, there are many statistical measures that can use Federated Kaufmann historical prices to predict the future Federated Kaufmann's volatility.| Risk Adjusted Performance | 0.0976 | |||
| Jensen Alpha | 0.409 | |||
| Total Risk Alpha | (0) | |||
| Sortino Ratio | 0.2192 | |||
| Treynor Ratio | (1.23) |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Federated Kaufmann's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Federated Kaufmann February 9, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0976 | |||
| Market Risk Adjusted Performance | (1.22) | |||
| Mean Deviation | 1.37 | |||
| Semi Deviation | 0.9095 | |||
| Downside Deviation | 1.34 | |||
| Coefficient Of Variation | 892.42 | |||
| Standard Deviation | 3.5 | |||
| Variance | 12.22 | |||
| Information Ratio | 0.0839 | |||
| Jensen Alpha | 0.409 | |||
| Total Risk Alpha | (0) | |||
| Sortino Ratio | 0.2192 | |||
| Treynor Ratio | (1.23) | |||
| Maximum Drawdown | 28.72 | |||
| Value At Risk | (1.86) | |||
| Potential Upside | 1.87 | |||
| Downside Variance | 1.79 | |||
| Semi Variance | 0.8272 | |||
| Expected Short fall | (1.56) | |||
| Skewness | 6.66 | |||
| Kurtosis | 50.39 |
Federated Kaufmann Small Backtested Returns
Federated Kaufmann appears to be very steady, given 3 months investment horizon. Federated Kaufmann Small 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 Kaufmann Small, which you can use to evaluate the volatility of the entity. Please utilize Federated Kaufmann's Mean Deviation of 1.37, coefficient of variation of 892.42, and Downside Deviation of 1.34 to check if our risk estimates are consistent with your expectations. The fund shows a Beta (market volatility) of -0.31, which means possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Federated Kaufmann are expected to decrease at a much lower rate. During the bear market, Federated Kaufmann is likely to outperform the market.
Auto-correlation | -0.46 |
Modest reverse predictability
Federated Kaufmann Small has modest reverse predictability. Overlapping area represents the amount of predictability between Federated Kaufmann time series from 11th of November 2025 to 26th of December 2025 and 26th of December 2025 to 9th of February 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 Kaufmann Small price movement. The serial correlation of -0.46 indicates that about 46.0% of current Federated Kaufmann price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.46 | |
| Spearman Rank Test | -0.32 | |
| Residual Average | 0.0 | |
| Price Variance | 0.67 |
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 Kaufmann Small 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 Small Growth (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 Kaufmann's current stock value. Our valuation model uses many indicators to compare Federated Kaufmann value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Federated Kaufmann competition to find correlations between indicators driving Federated Kaufmann's intrinsic value. More Info.Federated Kaufmann Small 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 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Federated Kaufmann Small is roughly 8.25 . 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 Kaufmann's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Federated Kaufmann
The fund consists of 91.42% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.Asset allocation divides Federated Kaufmann'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 for 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 manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Federated Fundamentals
| Price To Earning | 26.07 X | ||||
| Price To Book | 3.16 X | ||||
| Price To Sales | 2.70 X | ||||
| Total Asset | 619.75 M | ||||
| Year To Date Return | 0.89 % | ||||
| One Year Return | 7.27 % | ||||
| Three Year Return | 8.63 % | ||||
| Five Year Return | (1.31) % | ||||
| Ten Year Return | 16.16 % | ||||
| Net Asset | 3.04 B | ||||
| Cash Position Weight | 7.64 % | ||||
| Equity Positions Weight | 91.42 % | ||||
| Bond Positions Weight | 0.19 % |
About Federated Kaufmann Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Federated Kaufmann Small's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Federated Kaufmann using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Federated Kaufmann Small 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 Kaufmann 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 Kaufmann security.
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