Federated Equity Income Fund Market Value
| LFEIX Fund | USD 21.00 0.06 0.29% |
| Symbol | Federated |
Federated Equity '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 Equity'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 Equity.
| 11/05/2025 |
| 02/03/2026 |
If you would invest 0.00 in Federated Equity on November 5, 2025 and sell it all today you would earn a total of 0.00 from holding Federated Equity Income or generate 0.0% return on investment in Federated Equity over 90 days. Federated Equity is related to or competes with Ab Municipal, Ab Municipal, Arrow Managed, Guidepath(r) Managed, Blackrock Inflation, The Hartford, and Aqr Managed. The investment seeks above average income and capital appreciation More
Federated Equity 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 Equity'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 Equity Income upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.5528 | |||
| Information Ratio | 0.142 | |||
| Maximum Drawdown | 33.28 | |||
| Value At Risk | (0.93) | |||
| Potential Upside | 1.14 |
Federated Equity Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Federated Equity's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Federated Equity's standard deviation. In reality, there are many statistical measures that can use Federated Equity historical prices to predict the future Federated Equity's volatility.| Risk Adjusted Performance | 0.1219 | |||
| Jensen Alpha | 0.5866 | |||
| Total Risk Alpha | 0.3884 | |||
| Sortino Ratio | 1.06 | |||
| Treynor Ratio | 0.613 |
Federated Equity February 3, 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 | 0.1219 | |||
| Market Risk Adjusted Performance | 0.623 | |||
| Mean Deviation | 1.15 | |||
| Downside Deviation | 0.5528 | |||
| Coefficient Of Variation | 645.94 | |||
| Standard Deviation | 4.14 | |||
| Variance | 17.14 | |||
| Information Ratio | 0.142 | |||
| Jensen Alpha | 0.5866 | |||
| Total Risk Alpha | 0.3884 | |||
| Sortino Ratio | 1.06 | |||
| Treynor Ratio | 0.613 | |||
| Maximum Drawdown | 33.28 | |||
| Value At Risk | (0.93) | |||
| Potential Upside | 1.14 | |||
| Downside Variance | 0.3056 | |||
| Semi Variance | (0.44) | |||
| Expected Short fall | (1.66) | |||
| Skewness | 7.56 | |||
| Kurtosis | 58.4 |
Federated Equity Income Backtested Returns
Federated Equity appears to be not too volatile, given 3 months investment horizon. Federated Equity Income secures Sharpe Ratio (or Efficiency) of 0.15, which denotes the fund had a 0.15 % return per unit of risk over the last 3 months. By reviewing Federated Equity's technical indicators, you can evaluate if the expected return of 0.64% is justified by implied risk. Please utilize Federated Equity's Coefficient Of Variation of 645.94, standard deviation of 4.14, and Mean Deviation of 1.15 to check if our risk estimates are consistent with your expectations. The fund shows a Beta (market volatility) of 1.03, which means a somewhat significant risk relative to the market. Federated Equity returns are very sensitive to returns on the market. As the market goes up or down, Federated Equity is expected to follow.
Auto-correlation | 0.52 |
Modest predictability
Federated Equity Income has modest predictability. Overlapping area represents the amount of predictability between Federated Equity time series from 5th of November 2025 to 20th of December 2025 and 20th of December 2025 to 3rd 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 Equity Income price movement. The serial correlation of 0.52 indicates that about 52.0% of current Federated Equity price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.52 | |
| Spearman Rank Test | 0.65 | |
| Residual Average | 0.0 | |
| Price Variance | 1.79 |
Also Currently Popular
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 Equity 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 Equity security.
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