Federated Ultrashort Bond Fund Manager Performance Evaluation
| FULBX Fund | USD 9.27 0.00 0.00% |
The fund shows a Beta (market volatility) of -0.0375, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Federated Ultrashort are expected to decrease at a much lower rate. During the bear market, Federated Ultrashort is likely to outperform the market.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Federated Ultrashort Bond are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental drivers, Federated Ultrashort 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 November 2022 | |
| Expense Ratio | 0.4700 |
Federated |
Federated Ultrashort Relative Risk vs. Return Landscape
If you would invest 916.00 in Federated Ultrashort Bond on August 26, 2024 and sell it today you would earn a total of 11.00 from holding Federated Ultrashort Bond or generate 1.2% return on investment over 90 days. Federated Ultrashort Bond is currently producing 0.0184% returns and takes up 0.1161% 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 Ultrashort Current Valuation
Overvalued
Today
Please note that Federated Ultrashort's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Federated Ultrashort Bond shows a prevailing Real Value of $8.52 per share. The current price of the fund is $9.27. We determine the value of Federated Ultrashort Bond 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 Ultrashort is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Federated Mutual Fund. However, Federated Ultrashort'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 9.27 | Real 8.52 | Hype 9.25 | Naive 9.28 |
The intrinsic value of Federated Ultrashort'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 Ultrashort'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 Ultrashort Bond 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 Ultrashort more accurately as focusing exclusively on Federated Ultrashort's fundamentals will not take into account other important factors: Federated Ultrashort Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Federated Ultrashort's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Federated Ultrashort Bond, and traders can use it to determine the average amount a Federated Ultrashort'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 = 0.1588
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FULBX |
Estimated Market Risk
| 0.12 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Federated Ultrashort is performing at about 12% 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 Ultrashort by adding it to a well-diversified portfolio.
Federated Ultrashort Fundamentals Growth
Federated Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Federated Ultrashort, and Federated Ultrashort 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 | 13.12 M | ||||
About Federated Ultrashort Performance
Evaluating Federated Ultrashort's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Federated Ultrashort 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 Ultrashort 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.
The fund invests primarily in investment-grade, fixed-income securities, including but not limited to asset-backed securities and corporate debt securities, but may invest up to 35 percent of its assets in noninvestment-grade, fixed-income securities. It will invest at least 80 percent of its net assets in fixed-income investments.Things to note about Federated Ultrashort Bond performance evaluation
Checking the ongoing alerts about Federated Ultrashort for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Federated Ultrashort Bond 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 15.33% of its assets under management (AUM) in fixed income securities |
- Analyzing Federated Ultrashort'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 Ultrashort's stock is overvalued or undervalued compared to its peers.
- Examining Federated Ultrashort'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 Ultrashort's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Federated Ultrashort's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Federated Ultrashort's mutual fund. These opinions can provide insight into Federated Ultrashort's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Federated Mutual Fund
Federated Ultrashort 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 Ultrashort security.
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