Federated Short Term Income Fund Manager Performance Evaluation
| FSTIX Fund | USD 8.48 0.02 0.24% |
The fund shows a Beta (market volatility) of -0.0531, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Federated Short-term are expected to decrease at a much lower rate. During the bear market, Federated Short-term is likely to outperform the market.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Federated Short Term Income are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Federated Short-term 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-term Relative Risk vs. Return Landscape
If you would invest 842.00 in Federated Short Term Income on August 29, 2024 and sell it today you would earn a total of 6.00 from holding Federated Short Term Income or generate 0.71% return on investment over 90 days. Federated Short Term Income is currently producing 0.0112% returns and takes up 0.1343% 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-term Current Valuation
Overvalued
Today
Please note that Federated Short-term'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 $7.8 per share. The current price of the fund is $8.48. 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.
Since Federated Short-term is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Federated Mutual Fund. However, Federated Short-term'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 8.48 | Real 7.8 | Hype 8.48 | Naive 8.47 |
The intrinsic value of Federated Short-term'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-term'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-term more accurately as focusing exclusively on Federated Short-term's fundamentals will not take into account other important factors: Federated Short-term Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Federated Short-term'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-term'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 = 0.0832
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FSTIX |
Estimated Market Risk
| 0.13 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Federated Short-term is performing at about 6% 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-term by adding it to a well-diversified portfolio.
Federated Short-term Fundamentals Growth
Federated Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Federated Short-term, and Federated Short-term 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-term Performance
Evaluating Federated Short-term's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Federated Short-term has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Federated Short-term has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. 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-term 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-term'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-term's stock is overvalued or undervalued compared to its peers.
- Examining Federated Short-term'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-term's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Federated Short-term's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Federated Short-term's mutual fund. These opinions can provide insight into Federated Short-term's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Federated Mutual Fund
Federated Short-term 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 Short-term security.
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