Federated Fund Five Year Return vs. Year To Date Return
| FUSCX Fund | USD 6.24 0.01 0.16% |
For Federated Fund profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Federated Fund to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Federated Fund For utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Federated Fund's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Federated Fund For over time as well as its relative position and ranking within its peers.
Federated |
Federated Fund For Year To Date Return vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Federated Fund's current stock value. Our valuation model uses many indicators to compare Federated Fund value to that of its competitors to determine the firm's financial worth. Federated Fund For is rated # 4 fund in five year return among similar funds. It also is rated # 4 fund in year to date return among similar funds . 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 Fund's earnings, one of the primary drivers of an investment's value.Federated Year To Date 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 Fund |
| = | (1.92) % |
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.
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Federated Fund |
| = | 0.31 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Federated Year To Date Return Comparison
Federated Fund is currently under evaluation in year to date return among similar funds.
Federated Fund Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Federated Fund, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Federated Fund will eventually generate negative long term returns. The profitability progress is the general direction of Federated Fund's change in net profit over the period of time. It can combine multiple indicators of Federated Fund, 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.
The fund invests primarily in a diversified portfolio of U.S. government securities, including mortgage-backed securities of investment-grade quality, and seeks to provide returns consistent with investments in the market for U.S. home mortgages. It typically seeks to maintain an overall average dollar-weighted portfolio duration that is within one year above or below the Bloomberg US Mortgage-Backed Securities Index . The fund will invest its assets so that at least 80 percent of its net assets are invested in U.S. government securities.
Federated Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Federated Fund. 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 Fund 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 Fund's important profitability drivers and their relationship over time.
Use Federated Fund 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 Fund 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 Fund will appreciate offsetting losses from the drop in the long position's value.Federated Fund Pair Trading
Federated Fund For Pair Trading Analysis
The ability to find closely correlated positions to Federated Fund 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 Fund 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 Fund - 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 Fund For to buy it.
The correlation of Federated Fund 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 Fund moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Federated Fund For 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 Fund 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 Fund position
In addition to having Federated Fund 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?
Run USD Crypto Fund Thematic Idea Now
USD Crypto Fund
Fund from digital currency traded on multiple global exchanges in US dollors. The USD Crypto Fund theme has 24 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize USD Crypto Fund Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Federated Mutual Fund
To fully project Federated Fund's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Federated Fund For 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 Fund's income statement, its balance sheet, and the statement of cash flows.
| Content Syndication Quickly integrate customizable finance content to your own investment portal | |
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio |