Federated Year To Date Return vs. Three Year Return
| FSGIX Fund | USD 9.62 0.01 0.10% |
For Federated profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Federated to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Federated Gov Sec utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Federated's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Federated Gov Sec over time as well as its relative position and ranking within its peers.
Federated |
Federated Gov Sec Three Year Return vs. Year To Date Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Federated's current stock value. Our valuation model uses many indicators to compare Federated value to that of its competitors to determine the firm's financial worth. Federated Gov Sec is one of the top funds in year to date return among similar funds. It also is one of the top funds in three year return among similar funds reporting about 0.26 of Three Year Return per Year To Date Return. The ratio of Year To Date Return to Three Year Return for Federated Gov Sec is roughly 3.84 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Federated's earnings, one of the primary drivers of an investment's value.Federated Three Year Return vs. Year To Date Return
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Federated |
| = | 3.09 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Federated |
| = | 0.80 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Federated Three Year Return Comparison
Federated Gov is currently under evaluation in three year return among similar funds.
Federated Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Federated, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Federated will eventually generate negative long term returns. The profitability progress is the general direction of Federated's change in net profit over the period of time. It can combine multiple indicators of Federated, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund invests in a portfolio generally consisting of U.S. Treasury securities and U.S. government agency securities with maturities of not less than one year and not more than three years, and related derivative contracts. It buys and sells portfolio securities based primarily on its market outlook and analysis of how securities may perform under different market conditions. The fund will invest its assets so that at least 80 percent of its net assets are invested in U.S. government investments.
Federated Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Federated. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Federated position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Federated's important profitability drivers and their relationship over time.
Use Federated in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Federated position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Federated will appreciate offsetting losses from the drop in the long position's value.Federated Pair Trading
Federated Gov Sec Pair Trading Analysis
The ability to find closely correlated positions to Federated could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Federated when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Federated - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Federated Gov Sec to buy it.
The correlation of Federated is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Federated moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Federated Gov Sec moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Federated can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Federated position
In addition to having Federated in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run ISP Thematic Idea Now
ISP
Internet Service Providers (ISP) companies and IT providers specializing in internet technologies. The ISP theme has 39 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize ISP Theme or any other thematic opportunities.
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Other Information on Investing in Federated Mutual Fund
To fully project Federated's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Federated Gov Sec at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Federated's income statement, its balance sheet, and the statement of cash flows.
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