Federated Prudent Bear Fund Manager Performance Evaluation
| PBRIX Fund | USD 5.11 0.03 0.59% |
The fund shows a Beta (market volatility) of -0.69, which means possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Federated Prudent are expected to decrease at a much lower rate. During the bear market, Federated Prudent is likely to outperform the market.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Federated Prudent Bear has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Federated Prudent 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 | 30th of November 2022 | |
| Expense Ratio | 2.2600 |
Federated |
Federated Prudent Relative Risk vs. Return Landscape
If you would invest 541.00 in Federated Prudent Bear on September 15, 2024 and sell it today you would lose (30.00) from holding Federated Prudent Bear or give up 5.55% of portfolio value over 90 days. Federated Prudent Bear is currently producing negative expected returns and takes up 0.6483% volatility of returns over 90 trading days. Put another way, 5% 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 Prudent Current Valuation
Overvalued
Today
Please note that Federated Prudent's price fluctuation is not too volatile at this time. At this time, the entity appears to be overvalued. Federated Prudent Bear shows a prevailing Real Value of $4.73 per share. The current price of the fund is $5.11. We determine the value of Federated Prudent Bear 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 Prudent is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Federated Mutual Fund. However, Federated Prudent'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 5.11 | Real 4.73 | Hype 5.11 | Naive 5.14 |
The intrinsic value of Federated Prudent'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 Prudent'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 Prudent Bear 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 Prudent more accurately as focusing exclusively on Federated Prudent's fundamentals will not take into account other important factors: Federated Prudent Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Federated Prudent's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Federated Prudent Bear, and traders can use it to determine the average amount a Federated Prudent'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 = -0.1342
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PBRIX |
Estimated Market Risk
| 0.65 actual daily | 5 95% of assets are more volatile |
Expected Return
| -0.09 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.13 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Federated Prudent 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 Prudent by adding Federated Prudent to a well-diversified portfolio.
Federated Prudent Fundamentals Growth
Federated Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Federated Prudent, and Federated Prudent 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 Earning | 19.89 X | ||||
| Price To Book | 2.29 X | ||||
| Price To Sales | 2.31 X | ||||
| Total Asset | 383.33 M | ||||
About Federated Prudent Performance
Evaluating Federated Prudent's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Federated Prudent 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 Prudent 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 investment objective primarily through short positions in domestically traded equity securities and indices. It holds short-term liquid securities such as money market funds, U.S. Treasury securities, government agency securities or other equity securities for liquidity purposes and to cover its obligation to purchase securities subject to short sales in the future. The fund also seeks capital appreciation through long positions on equity securities which the funds adviser believes are undervalued.Things to note about Federated Prudent Bear performance evaluation
Checking the ongoing alerts about Federated Prudent for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Federated Prudent Bear help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Federated Prudent generated a negative expected return over the last 90 days | |
| This fund generated-14.0 ten year return of -14.0% | |
| Federated Prudent maintains about 62.14% of its assets in cash |
- Analyzing Federated Prudent'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 Prudent's stock is overvalued or undervalued compared to its peers.
- Examining Federated Prudent'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 Prudent's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Federated Prudent's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Federated Prudent's mutual fund. These opinions can provide insight into Federated Prudent's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Federated Mutual Fund
Federated Prudent 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 Prudent security.
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