Federated International Five Year Return vs. Year To Date Return
| ISCAX Fund | USD 40.68 0.40 0.99% |
For Federated International profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Federated International to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Federated International Small Mid utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Federated International's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Federated International Small Mid over time as well as its relative position and ranking within its peers.
Federated |
Federated International Year To Date Return vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Federated International's current stock value. Our valuation model uses many indicators to compare Federated International value to that of its competitors to determine the firm's financial worth. Federated International Small Mid is currently considered the top fund in five year return among similar funds. It also is currently considered the top fund in year to date return among similar funds creating about 1.80 of Year To Date Return per Five Year Return. 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 International's earnings, one of the primary drivers of an investment's value.Federated Year To Date Return vs. Five Year Return
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Federated International |
| = | 6.73 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
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 International |
| = | 12.10 % |
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.
Federated Year To Date Return Comparison
Federated International is currently under evaluation in year to date return among similar funds.
Federated International Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Federated International, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Federated International will eventually generate negative long term returns. The profitability progress is the general direction of Federated International's change in net profit over the period of time. It can combine multiple indicators of Federated International, 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 pursues its investment objective of long-term growth of capital by investing at least 80 percent of its net assets in equity securities issued by non-U.S. small- or mid-capitalization companies. For purposes of this limitation, small- or mid-capitalization companies will normally be defined as companies with market capitalizations similar to the constituents of the funds benchmark, the MSCI ACWI ex USA SMID Cap Index.
Federated Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Federated International. 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 International 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 International's important profitability drivers and their relationship over time.
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Use Investing Themes to Complement your Federated International position
In addition to having Federated International 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?
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Macroaxis Index
An experimental equal-weighted index theme of selected equities generated based on Macroaxis rating and scoring system. The Macroaxis Index theme has 52 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 Macroaxis Index Theme or any other thematic opportunities.
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Other Information on Investing in Federated Mutual Fund
To fully project Federated International's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Federated International 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 International's income statement, its balance sheet, and the statement of cash flows.
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