Federated Equity Income Fund Technical Analysis
| FDERX Fund | USD 21.02 0.05 0.24% |
As of the 1st of February, Federated Equity shows the Standard Deviation of 3.97, mean deviation of 1.1, and Coefficient Of Variation of 721.57. Federated Equity Income technical analysis allows you to utilize historical prices and volume patterns in order to determine a pattern that computes the direction of the entity's future prices.
Federated Equity Momentum Analysis
Momentum indicators are widely used technical indicators which help to measure the pace at which the price of specific equity, such as Federated, fluctuates. Many momentum indicators also complement each other and can be helpful when the market is rising or falling as compared to FederatedFederated |
Federated Equity 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Federated Equity's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Federated Equity.
| 11/03/2025 |
| 02/01/2026 |
If you would invest 0.00 in Federated Equity on November 3, 2025 and sell it all today you would earn a total of 0.00 from holding Federated Equity Income or generate 0.0% return on investment in Federated Equity over 90 days. Federated Equity is related to or competes with Boston Partners, Foundry Partners, Victory Rs, Omni Small-cap, American Century, Goldman Sachs, and Royce Special. The fund invests primarily in income-producing and income-growing equity securities which the Adviser believes will appr... More
Federated Equity Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Federated Equity's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Federated Equity Income upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.5905 | |||
| Information Ratio | 0.1273 | |||
| Maximum Drawdown | 33.1 | |||
| Value At Risk | (1.11) | |||
| Potential Upside | 1.13 |
Federated Equity Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Federated Equity's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Federated Equity's standard deviation. In reality, there are many statistical measures that can use Federated Equity historical prices to predict the future Federated Equity's volatility.| Risk Adjusted Performance | 0.1084 | |||
| Jensen Alpha | 0.5025 | |||
| Total Risk Alpha | 0.3482 | |||
| Sortino Ratio | 0.8552 | |||
| Treynor Ratio | 0.5033 |
Federated Equity February 1, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1084 | |||
| Market Risk Adjusted Performance | 0.5133 | |||
| Mean Deviation | 1.1 | |||
| Downside Deviation | 0.5905 | |||
| Coefficient Of Variation | 721.57 | |||
| Standard Deviation | 3.97 | |||
| Variance | 15.75 | |||
| Information Ratio | 0.1273 | |||
| Jensen Alpha | 0.5025 | |||
| Total Risk Alpha | 0.3482 | |||
| Sortino Ratio | 0.8552 | |||
| Treynor Ratio | 0.5033 | |||
| Maximum Drawdown | 33.1 | |||
| Value At Risk | (1.11) | |||
| Potential Upside | 1.13 | |||
| Downside Variance | 0.3487 | |||
| Semi Variance | (0.32) | |||
| Expected Short fall | (1.61) | |||
| Skewness | 7.83 | |||
| Kurtosis | 62.8 |
Federated Equity Income Backtested Returns
Federated Equity appears to be not too volatile, given 3 months investment horizon. Federated Equity Income secures Sharpe Ratio (or Efficiency) of 0.15, which denotes the fund had a 0.15 % return per unit of risk over the last 3 months. By reviewing Federated Equity's technical indicators, you can evaluate if the expected return of 0.63% is justified by implied risk. Please utilize Federated Equity's Coefficient Of Variation of 721.57, mean deviation of 1.1, and Standard Deviation of 3.97 to check if our risk estimates are consistent with your expectations. The fund shows a Beta (market volatility) of 1.07, which means a somewhat significant risk relative to the market. Federated Equity returns are very sensitive to returns on the market. As the market goes up or down, Federated Equity is expected to follow.
Auto-correlation | 0.64 |
Good predictability
Federated Equity Income has good predictability. Overlapping area represents the amount of predictability between Federated Equity time series from 3rd of November 2025 to 18th of December 2025 and 18th of December 2025 to 1st of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Federated Equity Income price movement. The serial correlation of 0.64 indicates that roughly 64.0% of current Federated Equity price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.64 | |
| Spearman Rank Test | 0.7 | |
| Residual Average | 0.0 | |
| Price Variance | 3.18 |
Federated Equity technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Federated Equity Income Technical Analysis
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Average True Range was developed by J. Welles Wilder in 1970s. It is one of components of the Welles Wilder Directional Movement indicators. The ATR is a measure of Federated Equity Income volatility. High ATR values indicate high volatility, and low values indicate low volatility.
About Federated Equity Technical Analysis
The technical analysis module can be used to analyzes prices, returns, volume, basic money flow, and other market information and help investors to determine the real value of Federated Equity Income on a daily or weekly bases. We use both bottom-up as well as top-down valuation methodologies to arrive at the intrinsic value of Federated Equity Income based on its technical analysis. In general, a bottom-up approach, as applied to this mutual fund, focuses on Federated Equity Income price pattern first instead of the macroeconomic environment surrounding Federated Equity Income. By analyzing Federated Equity's financials, daily price indicators, and related drivers such as dividends, momentum ratios, and various types of growth rates, we attempt to find the most accurate representation of Federated Equity's intrinsic value. As compared to a bottom-up approach, our top-down model examines the macroeconomic factors that affect the industry/economy before zooming in to Federated Equity specific price patterns or momentum indicators. Please read more on our technical analysis page.
Federated Equity February 1, 2026 Technical Indicators
Most technical analysis of Federated help investors determine whether a current trend will continue and, if not, when it will shift. We provide a combination of tools to recognize potential entry and exit points for Federated from various momentum indicators to cycle indicators. When you analyze Federated charts, please remember that the event formation may indicate an entry point for a short seller, and look at different other indicators across different periods to confirm that a breakdown or reversion is likely to occur.
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1084 | |||
| Market Risk Adjusted Performance | 0.5133 | |||
| Mean Deviation | 1.1 | |||
| Downside Deviation | 0.5905 | |||
| Coefficient Of Variation | 721.57 | |||
| Standard Deviation | 3.97 | |||
| Variance | 15.75 | |||
| Information Ratio | 0.1273 | |||
| Jensen Alpha | 0.5025 | |||
| Total Risk Alpha | 0.3482 | |||
| Sortino Ratio | 0.8552 | |||
| Treynor Ratio | 0.5033 | |||
| Maximum Drawdown | 33.1 | |||
| Value At Risk | (1.11) | |||
| Potential Upside | 1.13 | |||
| Downside Variance | 0.3487 | |||
| Semi Variance | (0.32) | |||
| Expected Short fall | (1.61) | |||
| Skewness | 7.83 | |||
| Kurtosis | 62.8 |
Federated Equity Income One Year Return
Based on the recorded statements, Federated Equity Income has an One Year Return of 11.1064%. This is 18.63% lower than that of the Federated family and significantly higher than that of the Large Value category. The one year return for all United States funds is notably lower than that of the firm.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.Federated Equity February 1, 2026 Daily Trend Indicators
Traders often use several different daily volumes and price technical indicators to supplement a more traditional technical analysis when analyzing securities such as Federated stock. With literally thousands of different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 0.00 | ||
| Daily Balance Of Power | Huge | ||
| Rate Of Daily Change | 1.00 | ||
| Day Median Price | 21.02 | ||
| Day Typical Price | 21.02 | ||
| Price Action Indicator | 0.03 |
Other Information on Investing in Federated Mutual Fund
Federated Equity 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 Equity security.
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules | |
| Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios | |
| Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |