Federated Short Intermediate Duration Fund Manager Performance Evaluation
The fund shows a Beta (market volatility) of 0.0, which means not very significant fluctuations relative to the market. the returns on MARKET and Federated Short-intermedia are completely uncorrelated.
Risk-Adjusted Performance
Solid
Weak | Strong |
Over the last 90 days Federated Short Intermediate Duration has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Federated Short-intermedia 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 August 2022 | |
| Expense Ratio | 0.6500 |
Federated |
Federated Short-intermedia Relative Risk vs. Return Landscape
If you would invest (100.00) in Federated Short Intermediate Duration on April 11, 2025 and sell it today you would earn a total of 100.00 from holding Federated Short Intermediate Duration or generate -100.0% return on investment over 90 days. Federated Short Intermediate Duration is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% 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 Short-intermedia Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Federated Short-intermedia's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Federated Short Intermediate Duration, and traders can use it to determine the average amount a Federated Short-intermedia'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 = 0.0
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Based on monthly moving average Federated Short-intermedia 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 Short-intermedia by adding Federated Short-intermedia to a well-diversified portfolio.
Federated Short-intermedia Fundamentals Growth
Federated Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Federated Short-intermedia, and Federated Short-intermedia 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 | 7.11 M | ||||
About Federated Short-intermedia Performance
Evaluating Federated Short-intermedia's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Federated Short-intermedia 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 Short-intermedia 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 objective by investing its assets so that, normally, distributions of annual interest income are exempt from federal regular income tax. Federated Short-Intermedia is traded on NASDAQ Exchange in the United States.Things to note about Federated Short-intermedia performance evaluation
Checking the ongoing alerts about Federated Short-intermedia for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Federated Short-intermedia help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Federated Short-intermedia is not yet fully synchronised with the market data | |
| The fund retains most of the assets under management (AUM) in different types of exotic instruments. |
- Analyzing Federated Short-intermedia'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 Short-intermedia's stock is overvalued or undervalued compared to its peers.
- Examining Federated Short-intermedia'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 Short-intermedia's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Federated Short-intermedia's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Federated Short-intermedia's mutual fund. These opinions can provide insight into Federated Short-intermedia's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Federated Mutual Fund
Federated Short-intermedia 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 Short-intermedia security.
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