Federated Total Return Fund Manager Performance Evaluation
| TLRAX Fund | USD 9.53 0.03 0.32% |
The fund shows a Beta (market volatility) of -0.0804, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Federated Total are expected to decrease at a much lower rate. During the bear market, Federated Total is likely to outperform the market.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Federated Total Return has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Federated Total 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 | 0.9400 |
Federated |
Federated Total Relative Risk vs. Return Landscape
If you would invest 961.00 in Federated Total Return on September 1, 2024 and sell it today you would lose (8.00) from holding Federated Total Return or give up 0.83% of portfolio value over 90 days. Federated Total Return is currently producing negative expected returns and takes up 0.2897% 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 Total Current Valuation
Overvalued
Today
Please note that Federated Total's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Federated Total Return shows a prevailing Real Value of $9.16 per share. The current price of the fund is $9.53. We determine the value of Federated Total Return 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 Total is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Federated Mutual Fund. However, Federated Total'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 9.53 | Real 9.16 | Hype 9.53 | Naive 9.53 |
The intrinsic value of Federated Total'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 Total'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 Total Return 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 Total more accurately as focusing exclusively on Federated Total's fundamentals will not take into account other important factors: Federated Total Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Federated Total's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Federated Total Return, and traders can use it to determine the average amount a Federated Total'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 = -0.0444
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | TLRAX |
Estimated Market Risk
| 0.29 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Federated Total 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 Total by adding Federated Total to a well-diversified portfolio.
Federated Total Fundamentals Growth
Federated Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Federated Total, and Federated Total 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 | 177.07 M | ||||
About Federated Total Performance
Evaluating Federated Total's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Federated Total 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 Total 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 by investing primarily in U.S. dollar denominated, investment-grade, fixed-income securities. In addition, it may invest in high-yield, non-U.S. dollar denominated, and emerging market fixed- income securities. The amount of any unhedged non-U.S. dollar denominated fixed-income securities and foreign currencies in the funds portfolio will normally not exceed 10 percent of the funds total assets. The maximum amount that the fund may invest in non-U.S. dollar denominated fixed-income securities and foreign currencies is 20 percent of the funds total assets.Things to note about Federated Total Return performance evaluation
Checking the ongoing alerts about Federated Total for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Federated Total Return help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Federated Total generated a negative expected return over the last 90 days | |
| The fund generated three year return of -2.0% | |
| Federated Total Return maintains about 7.34% of its assets in cash |
- Analyzing Federated Total'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 Total's stock is overvalued or undervalued compared to its peers.
- Examining Federated Total'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 Total's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Federated Total's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Federated Total's mutual fund. These opinions can provide insight into Federated Total's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Federated Mutual Fund
Federated Total 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 Total security.
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Money Managers Screen money managers from public funds and ETFs managed around the world | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum |