Federated Total Correlations

Mutual Funds . USA . 
Fund . Federated Total Return
FTRGX Fund  USD 9.32  0.01  0.11%   
The current 90-days correlation between Federated Total Return and Pax Balanced Fund is 0.34 (i.e., Weak diversification). The correlation of Federated Total 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 correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak. If the correlation is 0, the equities are not correlated; they are entirely random.

Federated Total Correlation With Market

Modest diversification

The correlation between Federated Total Return and DJI is 0.21 (i.e., Modest diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Federated Total Return and DJI in the same portfolio, assuming nothing else is changed.
  
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Federated Total Return. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in price.

Moving together with Federated Mutual Fund

  0.78FCSPX Federated Porate BondPairCorr
  0.68ICBRX Federated Hermes IntPairCorr
  0.88FICMX Federated GovernmentPairCorr
  0.83FIPRX Federated Hermes InfPairCorr
  0.95VFIJX Vanguard GnmaPairCorr
  0.96VSIGX Vanguard Intermediate-terPairCorr
  0.99UGSFX Us Government SecuritiesPairCorr
  0.87AMUSX Us Government SecuritiesPairCorr
  0.99FSUGX American Funds GovernmentPairCorr
  0.98UGSCX Us Government SecuritiesPairCorr
  0.99FSUUX American Funds GovernmentPairCorr
  0.95VMBSX Vanguard Mortgage-backedPairCorr
  0.96VFIIX Vanguard GnmaPairCorr
  0.99FUTBX Fidelity Sai TreasuryPairCorr

Related Correlations Analysis

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Risk-Adjusted Indicators

There is a big difference between Federated Mutual Fund performing well and Federated Total Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Federated Total's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

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