Federated Short-term Five Year Return vs. Ten Year Return
| FSTYX Fund | USD 8.50 0.00 0.00% |
For Federated Short-term profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Federated Short-term to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Federated Short Term Income utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Federated Short-term's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Federated Short Term Income over time as well as its relative position and ranking within its peers.
Federated |
Federated Short Term Ten Year Return vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Federated Short-term's current stock value. Our valuation model uses many indicators to compare Federated Short-term value to that of its competitors to determine the firm's financial worth. Federated Short Term Income is one of the top funds in five year return among similar funds. It also is one of the top funds in ten year return among similar funds reporting about 0.93 of Ten Year Return per Five Year Return. The ratio of Five Year Return to Ten Year Return for Federated Short Term Income is roughly 1.08 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Federated Short-term's earnings, one of the primary drivers of an investment's value.Federated Ten Year Return vs. Five Year Return
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Federated Short-term |
| = | 2.25 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Federated Short-term |
| = | 2.09 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Federated Ten Year Return Comparison
Federated Short is currently under evaluation in ten year return among similar funds.
Federated Short-term Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Federated Short-term, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Federated Short-term will eventually generate negative long term returns. The profitability progress is the general direction of Federated Short-term's change in net profit over the period of time. It can combine multiple indicators of Federated Short-term, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
In pursuing its principal investment strategies, the fund invests in a diversified portfolio of fixed-income securities consisting of U.S. government and privately issued mortgage-backed and asset-backed securities, corporate debt securities and U.S. Treasury and agency securities. At least 65 percent of the funds securities must be rated A or higher by a nationally recognized statistical rating organization. The adviser seeks to enhance the funds performance by allocating relatively more of its portfolio to the security type that the Adviser expects to offer the best balance between current income and risk.
Federated Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Federated Short-term. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Federated Short-term position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Federated Short-term's important profitability drivers and their relationship over time.
Use Federated Short-term in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Federated Short-term position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Federated Short-term will appreciate offsetting losses from the drop in the long position's value.Federated Short-term Pair Trading
Federated Short Term Income Pair Trading Analysis
The ability to find closely correlated positions to Federated Short-term could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Federated Short-term when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Federated Short-term - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Federated Short Term Income to buy it.
The correlation of Federated Short-term is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Federated Short-term moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Federated Short Term moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Federated Short-term can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Federated Short-term position
In addition to having Federated Short-term in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Other Information on Investing in Federated Mutual Fund
To fully project Federated Short-term's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Federated Short Term at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Federated Short-term's income statement, its balance sheet, and the statement of cash flows.
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