Federated Short Intermediate Duration Fund Manager Performance Evaluation
| FSHIX Fund | USD 10.02 0.01 0.1% |
The fund shows a Beta (market volatility) of 0.0243, which means not very significant fluctuations relative to the market. As returns on the market increase, Federated Short-intermedia's returns are expected to increase less than the market. However, during the bear market, the loss of holding Federated Short-intermedia is expected to be smaller as well.
Risk-Adjusted Performance
5 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Federated Short Intermediate Duration are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Federated Short-intermedia 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 August 2022 | |
| Expense Ratio | 0.4000 |
FEDERATED |
Federated Short-intermedia Relative Risk vs. Return Landscape
If you would invest 997.00 in Federated Short Intermediate Duration on August 30, 2024 and sell it today you would earn a total of 5.00 from holding Federated Short Intermediate Duration or generate 0.5% return on investment over 90 days. Federated Short Intermediate Duration is currently producing 0.008% returns and takes up 0.1209% volatility of returns over 90 trading days. Put another way, 1% 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 Short-intermedia Current Valuation
Overvalued
Today
Please note that Federated Short-intermedia's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Federated Short-intermedia shows a prevailing Real Value of $9.67 per share. The current price of the fund is $10.02. We determine the value of Federated Short-intermedia 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 Short-intermedia is currently traded on the exchange, buyers and sellers on that exchange determine the market value of FEDERATED Mutual Fund. However, Federated Short-intermedia'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 10.02 | Real 9.67 | Hype 10.02 | Naive 10.0 |
The intrinsic value of Federated Short-intermedia'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 Short-intermedia'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 Short Intermediate Duration 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 Short-intermedia more accurately as focusing exclusively on Federated Short-intermedia's fundamentals will not take into account other important factors: Federated Short-intermedia Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Federated Short-intermedia's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Federated Short Intermediate Duration, and traders can use it to determine the average amount a Federated Short-intermedia'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 = 0.0663
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FSHIX |
Estimated Market Risk
| 0.12 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average Federated Short-intermedia is performing at about 5% 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 Short-intermedia by adding it to a well-diversified portfolio.
Federated Short-intermedia Fundamentals Growth
FEDERATED Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Federated Short-intermedia, and Federated Short-intermedia 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.
| Total Asset | 307.19 M | ||||
About Federated Short-intermedia Performance
Evaluating Federated Short-intermedia's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Federated Short-intermedia 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 Short-intermedia 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 pursues its objective by investing its assets so that, normally, distributions of annual interest income are exempt from federal regular income tax. It will invest at least a majority of its assets in securities rated investment-grade , and may purchase securities rated below investment-grade , which are also known as junk bonds, up to 49 percent of its assets.Things to note about Federated Short-intermedia performance evaluation
Checking the ongoing alerts about Federated Short-intermedia for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Federated Short-intermedia help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains about 98.02% of its assets under management (AUM) in fixed income securities |
- Analyzing Federated Short-intermedia'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 Short-intermedia's stock is overvalued or undervalued compared to its peers.
- Examining Federated Short-intermedia'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 Short-intermedia's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Federated Short-intermedia's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Federated Short-intermedia's mutual fund. These opinions can provide insight into Federated Short-intermedia's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in FEDERATED Mutual Fund
Federated Short-intermedia 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 Short-intermedia security.
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