Federated Clover Small Fund Manager Performance Evaluation
| VSFRX Fund | USD 28.27 0.03 0.11% |
The fund shows a Beta (market volatility) of 1.43, which means a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Federated Clover will likely underperform.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Federated Clover Small are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Federated Clover may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 1.2300 |
Federated |
Federated Clover Relative Risk vs. Return Landscape
If you would invest 2,562 in Federated Clover Small on September 1, 2024 and sell it today you would earn a total of 265.00 from holding Federated Clover Small or generate 10.34% return on investment over 90 days. Federated Clover Small is currently producing 0.1611% returns and takes up 1.2214% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Federated, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Federated Clover Current Valuation
Fairly Valued
Today
Please note that Federated Clover's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Federated Clover Small shows a prevailing Real Value of $27.87 per share. The current price of the fund is $28.27. We determine the value of Federated Clover Small 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 Clover is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Federated Mutual Fund. However, Federated Clover'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 28.27 | Real 27.87 | Hype 28.27 | Naive 28.39 |
The intrinsic value of Federated Clover'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 Clover'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 Clover Small 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 Clover more accurately as focusing exclusively on Federated Clover's fundamentals will not take into account other important factors: Federated Clover Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Federated Clover's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Federated Clover Small, and traders can use it to determine the average amount a Federated Clover'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 = 0.1319
| Best Portfolio | Best Equity | |||
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| Small Returns | VSFRX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.22 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Federated Clover is performing at about 10% 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 Clover by adding it to a well-diversified portfolio.
Federated Clover Fundamentals Growth
Federated Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Federated Clover, and Federated Clover 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 Earning | 16.72 X | ||||
| Price To Book | 1.48 X | ||||
| Price To Sales | 1.00 X | ||||
| Total Asset | 188.68 M | ||||
About Federated Clover Performance
Evaluating Federated Clover's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Federated Clover 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 Clover 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 primarily invests in common stocks and other equity securities of U.S. companies with small market capitalizations. The adviser seeks to achieve its investment objective by investing in companies that the Adviser believes are undervalued relative to the market or their historic valuations. Small-cap companies are considered to be companies with market capitalizations at the time of purchase similar to those in the range of the Russell 2000 Index. It will invest its assets so that at least 80 percent of its net assets are invested in small-cap companies.Things to note about Federated Clover Small performance evaluation
Checking the ongoing alerts about Federated Clover for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Federated Clover Small help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund keeps 97.75% of its net assets in stocks |
- Analyzing Federated Clover'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 Clover's stock is overvalued or undervalued compared to its peers.
- Examining Federated Clover'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 Clover's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Federated Clover's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Federated Clover's mutual fund. These opinions can provide insight into Federated Clover's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Federated Mutual Fund
Federated Clover 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 Clover security.
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