Federated Pennsylvania Municipal Fund Manager Performance Evaluation
| PAMFX Fund | USD 10.14 0.02 0.20% |
The fund shows a Beta (market volatility) of -0.0764, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Federated Pennsylvania are expected to decrease at a much lower rate. During the bear market, Federated Pennsylvania is likely to outperform the market.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Federated Pennsylvania Municipal are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Federated Pennsylvania 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 | 31st of October 2022 | |
| Expense Ratio | 0.7600 |
FEDERATED |
Federated Pennsylvania Relative Risk vs. Return Landscape
If you would invest 1,005 in Federated Pennsylvania Municipal on September 3, 2024 and sell it today you would earn a total of 9.00 from holding Federated Pennsylvania Municipal or generate 0.9% return on investment over 90 days. Federated Pennsylvania Municipal is currently producing 0.0142% returns and takes up 0.2303% volatility of returns over 90 trading days. Put another way, 2% 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 Pennsylvania Current Valuation
Fairly Valued
Today
Please note that Federated Pennsylvania's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Federated Pennsylvania shows a prevailing Real Value of $10.12 per share. The current price of the fund is $10.14. We determine the value of Federated Pennsylvania 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 Pennsylvania is currently traded on the exchange, buyers and sellers on that exchange determine the market value of FEDERATED Mutual Fund. However, Federated Pennsylvania'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 10.14 | Real 10.12 | Hype 10.14 | Naive 10.13 |
The intrinsic value of Federated Pennsylvania'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 Pennsylvania'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 Pennsylvania Municipal 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 Pennsylvania more accurately as focusing exclusively on Federated Pennsylvania's fundamentals will not take into account other important factors: Federated Pennsylvania Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Federated Pennsylvania's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Federated Pennsylvania Municipal, and traders can use it to determine the average amount a Federated Pennsylvania'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 = 0.0616
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PAMFX |
Estimated Market Risk
| 0.23 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Federated Pennsylvania is performing at about 4% 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 Pennsylvania by adding it to a well-diversified portfolio.
Federated Pennsylvania Fundamentals Growth
FEDERATED Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Federated Pennsylvania, and Federated Pennsylvania 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.
| Total Asset | 101.46 M | |||
About Federated Pennsylvania Performance
Evaluating Federated Pennsylvania's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Federated Pennsylvania 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 Pennsylvania 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 pursues its objective by investing in a portfolio of tax-exempt securities so that, normally, distributions of annual interest income are exempt from federal regular income tax and the Commonwealth of Pennsylvania personal income tax.Things to note about Federated Pennsylvania performance evaluation
Checking the ongoing alerts about Federated Pennsylvania for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Federated Pennsylvania help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -1.0% | |
| Federated Pennsylvania maintains most of the assets in different exotic instruments. |
- Analyzing Federated Pennsylvania'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 Pennsylvania's stock is overvalued or undervalued compared to its peers.
- Examining Federated Pennsylvania'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 Pennsylvania's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Federated Pennsylvania's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Federated Pennsylvania's mutual fund. These opinions can provide insight into Federated Pennsylvania's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in FEDERATED Mutual Fund
Federated Pennsylvania 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 Pennsylvania security.
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