Federated Bond Fund Manager Performance Evaluation
| FDBCX Fund | USD 8.29 0.01 0.12% |
The fund shows a Beta (market volatility) of 0.0402, which means not very significant fluctuations relative to the market. As returns on the market increase, Federated Bond's returns are expected to increase less than the market. However, during the bear market, the loss of holding Federated Bond is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Federated Bond Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Federated Bond is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 31st of January 2023 | |
| Expense Ratio | 1.7000 |
Federated |
Federated Bond Relative Risk vs. Return Landscape
If you would invest 855.00 in Federated Bond Fund on September 28, 2024 and sell it today you would lose (25.00) from holding Federated Bond Fund or give up 2.92% of portfolio value over 90 days. Federated Bond Fund is currently producing negative expected returns and takes up 0.3017% 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 Bond Current Valuation
Fairly Valued
Today
Please note that Federated Bond's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Federated Bond shows a prevailing Real Value of $8.32 per share. The current price of the fund is $8.29. We determine the value of Federated Bond 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 Bond is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Federated Mutual Fund. However, Federated Bond'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 8.32 | Hype 8.29 | Naive 8.2 |
The intrinsic value of Federated Bond'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 Bond'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 Bond Fund 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 Bond more accurately as focusing exclusively on Federated Bond's fundamentals will not take into account other important factors: Federated Bond Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Federated Bond's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Federated Bond Fund, and traders can use it to determine the average amount a Federated Bond'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 = -0.1546
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FDBCX |
Estimated Market Risk
| 0.3 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.15 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Federated Bond 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 Bond by adding Federated Bond to a well-diversified portfolio.
Federated Bond Fundamentals Growth
Federated Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Federated Bond, and Federated Bond 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 Book | 0.20 X | ||||
| Price To Sales | 0.20 X | ||||
| Total Asset | 17.07 M | ||||
About Federated Bond Performance
Evaluating Federated Bond's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Federated Bond 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 Bond 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 invests primarily in a diversified portfolio of investment-grade corporate debt securities. It may invest up to 35 percent of its assets in fixed-income securities rated below investment grade. The Adviser may lengthen or shorten duration from time to time based on its interest rate outlook, but the fund has no set duration parameters. It may invest in derivative contracts or hybrid contracts. The fund may also invest in government securities that are supported by the full faith and credit of the U.S. government.Things to note about Federated Bond performance evaluation
Checking the ongoing alerts about Federated Bond for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Federated Bond help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Federated Bond generated a negative expected return over the last 90 days | |
| Federated Bond generated five year return of 0.0% | |
| This fund retains about 11.84% of its assets under management (AUM) in fixed income securities |
- Analyzing Federated Bond'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 Bond's stock is overvalued or undervalued compared to its peers.
- Examining Federated Bond'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 Bond's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Federated Bond's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Federated Bond's mutual fund. These opinions can provide insight into Federated Bond's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Federated Mutual Fund
Federated Bond 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 Bond security.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios |