Federated Equity Income Fund Manager Performance Evaluation
| FDERX Fund | USD 20.88 -0.36 -1.69% |
The fund has a beta of 0.54, which indicates possible diversification benefits within a given portfolio. With a sub-1 beta, FEDERATED EQUITY participates in market rallies at a reduced pace while also limiting downside exposure.
Risk-Adjusted Performance
Moderate
Weak | Strong |
Federated Equity Income currently ranks below 9% of comparable funds and fund portfolios when recent risk-adjusted returns are measured across a 90-day horizon. The business is commonly classified in the Large Value sector and the Large Value industry. Despite somewhat strong basic indicators, FEDERATED EQUITY is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. Learn More
FEDERATED |
Relative Risk vs. Return Landscape
If you had invested $ 2,002 in Federated Equity Income on December 19, 2025 and sold it today you would have earned a total of $ 86.00 from holding Federated Equity Income or generated 4.3% return on investment over 90 days. Federated Equity Income is currently producing a 0.072% return and carries 0.6201% 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 |
Historical Prices of Federated Equity Income
Below is the normalized historical share price chart for Federated Equity Income extending back to January 30, 2013. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of FEDERATED EQUITY stands at 20.88, as last reported on the 19th of March, with the highest price reaching 20.88 and the lowest price hitting 20.88 during the day.Macro event markers
Target Price Odds to finish over Current Price
Mean reversion in FEDERATED Mutual Fund pricing reflects the well-documented tendency for funds to converge toward their intrinsic value over time. Forecasting models leverage this pattern, though they must also account for periods when market dynamics keep prices away from equilibrium.
| Current Price | Horizon | Target Price | Odds moving above the current price in 90 days |
| 20.88 | 90 days | 20.88 | about 55.85 |
Our statistical analysis indicates the probability of FEDERATED EQUITY moving above the current price in 90 days from now is about 55.85 (This chart shows the likelihood of FEDERATED Mutual Fund trading at different price levels over the next 90 days).
FEDERATED EQUITY Price Density |
| Price |
Predictive Modules for FEDERATED EQUITY
When forecasting Federated Equity Income, investors benefit from applying a variety of techniques rather than relying on a single method. The fund market is inherently unpredictable, but systematic comparison of different model outputs helps investors develop a more balanced perspective and prepare for alternative scenarios.Experienced FEDERATED EQUITY's investors use mean reversion as a complement to momentum analysis: momentum identifies the trend; mean reversion identifies when that trend has extended beyond sustainable levels.
Primary Risk Indicators
Dramatic market swings over the past two decades have made risk management essential for mutual fund investors. FEDERATED EQUITY has been affected by sudden drops and strong recoveries alike. A hedging approach that tracks FEDERATED EQUITY's volatility and fundamental risk indicators can help investors in Federated Equity Income limit the impact of adverse moves.α | Alpha over Dow Jones | 0.10 | |
β | Beta against Dow Jones | 0.54 | |
σ | Overall volatility | 0.68 | |
Ir | Information ratio | 0.23 |
Investor Alerts and Insights
For FEDERATED EQUITY investors, automated alerts provide a systematic way to monitor the fund for actionable developments. Federated Equity Income notifications highlight changes in key indicators that could influence investment decisions.| The fund retains 96.25% of its assets under management (AUM) in equities |
FEDERATED EQUITY Fundamentals Growth
Revenue growth, earnings performance, and balance sheet health are among the most critical fundamentals shaping FEDERATED Mutual Fund valuation. Investors rely on these metrics to evaluate FEDERATED EQUITY's current position and future prospects.
| Price To Earning | 15.13 X | |||
| Price To Book | 2.07 X | |||
| Price To Sales | 1.27 X | |||
| Total Asset | 780.75 M | |||
Performance Metrics & Calculation Methodology
FEDERATED EQUITY performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Correlation shifts can alter portfolio contribution during regime changes.
Macroaxis compiles Federated Equity Income metrics from fund disclosures and market reference feeds and applies consistent transformation rules before display. Not all fields update in real time. Return and risk statistics are calculated from historical price series.