Federated Strategic Income Fund Manager Performance Evaluation
| STILX Fund | USD 8.29 0.02 0.24% |
The fund shows a Beta (market volatility) of 0.0419, which means not very significant fluctuations relative to the market. As returns on the market increase, Federated Strategic's returns are expected to increase less than the market. However, during the bear market, the loss of holding Federated Strategic is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Federated Strategic Income has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong essential indicators, Federated Strategic is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.6300 |
Federated |
Federated Strategic Relative Risk vs. Return Landscape
If you would invest 829.00 in Federated Strategic Income on August 26, 2024 and sell it today you would earn a total of 0.00 from holding Federated Strategic Income or generate 0.0% return on investment over 90 days. Federated Strategic Income is currently producing 3.0E-4% returns and takes up 0.2363% 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 Strategic Current Valuation
Fairly Valued
Today
Please note that Federated Strategic's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Federated Strategic shows a prevailing Real Value of $8.3 per share. The current price of the fund is $8.29. We determine the value of Federated Strategic 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 Strategic is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Federated Mutual Fund. However, Federated Strategic'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 8.29 | Real 8.3 | Hype 8.29 | Naive 8.25 |
The intrinsic value of Federated Strategic'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 Strategic'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 Strategic 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 Strategic more accurately as focusing exclusively on Federated Strategic's fundamentals will not take into account other important factors: Federated Strategic Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Federated Strategic's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Federated Strategic Income, and traders can use it to determine the average amount a Federated Strategic'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 = 0.0011
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | STILX |
Estimated Market Risk
| 0.24 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Federated Strategic is not performing at its full potential. However, 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 Strategic by adding Federated Strategic to a well-diversified portfolio.
Federated Strategic Fundamentals Growth
Federated Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Federated Strategic, and Federated Strategic 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 | 1.18 B | ||||
About Federated Strategic Performance
Evaluating Federated Strategic's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Federated Strategic 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 Strategic 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 funds advisor allocates the portfolio of investments among the following three categories of the fixed-income market domestic investment-grade , domestic noninvestment-grade and foreign investments. In addition, when the Adviser considers the riskreturn prospects of equity securities to be attractive, it may also opportunistically invest up to 20 percent of its assets in equity securities.Things to note about Federated Strategic performance evaluation
Checking the ongoing alerts about Federated Strategic for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Federated Strategic help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 26.13% of its assets in bonds |
- Analyzing Federated Strategic'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 Strategic's stock is overvalued or undervalued compared to its peers.
- Examining Federated Strategic'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 Strategic's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Federated Strategic's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Federated Strategic's mutual fund. These opinions can provide insight into Federated Strategic's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Federated Mutual Fund
Federated Strategic 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 Strategic security.
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk |