Federated Strategic Income Fund Manager Performance Evaluation

STISX Fund  USD 8.30  -0.05  -0.60%   
The fund maintains a market beta of 0.0843, which implies relatively modest fluctuations relative to the market. Returns on FEDERATED STRATEGIC tend to trail the broader market in strong rallies but hold up better when sentiment turns negative.
Risk-Adjusted Performance
Weak
 
Weak
 
Strong
Over the last 90 days, Federated Strategic Income generated negative risk-adjusted returns and added little value for fund investors. The result matters because weak risk-adjusted return can persist even when isolated price moves briefly look constructive. Despite somewhat strong basic indicators, FEDERATED STRATEGIC is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. Learn More
Expense Ratio Date31st of January 2026
Expense Ratio0.6400
  

Relative Risk vs. Return Landscape

If you had invested $ 829.00 in Federated Strategic Income on December 14, 2025 and sold it today you would have earned a total of $ 1.00 from holding Federated Strategic Income or generated 0.12% return on investment over 90 days. Federated Strategic Income is currently producing a 0.0021% return and carries 0.1843% volatility of returns over 90 trading days. Put another way, 1% 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  
This market-relative note looks at return potential and the amount of risk required to get it. It highlights whether the current reward profile compensates for the level of uncertainty assumed. Assuming a 90-day horizon FEDERATED STRATEGIC is expected to generate 0.23 times more return on investment than the market. However, the fund is 4.3 times less risky than the market. It trades about 0.01 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly -0.08 per unit of risk.

Historical Prices of Federated Strategic

Below is the normalized historical share price chart for Federated Strategic Income extending back to January 29, 2008. 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 STRATEGIC stands at 8.30, as last reported on the 14th of March 2026, with the highest price reaching 8.30 and the lowest price hitting 8.30 during the day.
Macro event markers
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes

Target Price Odds to finish over Current Price

For FEDERATED Mutual Fund, the observed tendency of price to return to a central value is a key input to forecasting models. This mean reversion pattern, however, does not apply uniformly — some funds remain mispriced for extended periods, suggesting that embedded risk premiums affect the speed of correction.
Current PriceHorizonTarget PriceOdds moving above the current price in 90 days
8.30 90 days 8.30
about 86.06
According to a normal distribution model, the odds of FEDERATED STRATEGIC moving above the current price in 90 days from now are about 86.06 (The density curve for Federated Strategic Income shows where FEDERATED Mutual Fund price is most likely to settle within 90 days).
Assuming a 90-day horizon FEDERATED STRATEGIC has a beta of 0.0843. This usually implies as returns on the market go up, FEDERATED STRATEGIC's average returns are expected to increase less than the benchmark. However, during a bear market, the loss from holding Federated Strategic Income is expected to be smaller as well. Additionally, Federated Strategic Income has a negative alpha, implying that the risk taken by holding this instrument is not justified. The fund is significantly underperforming the Dow Jones Industrial.
   FEDERATED STRATEGIC Price Density   
       Price  

Predictive Modules for FEDERATED STRATEGIC

A wide range of forecasting techniques can be applied to Federated Strategic and the broader fund market. While market prediction remains inherently uncertain, combining multiple approaches and evaluating their results is one of the most effective ways to improve the quality of investment decisions.
Mean reversion in FEDERATED STRATEGIC is more reliable over longer time horizons. Short-term deviations can persist and even widen before correcting, making position sizing and risk management critical.
Hype
Prediction
LowEstimatedHigh
8.128.308.48
Details
Intrinsic
Valuation
LowRealHigh
8.148.328.50
Details
Naive
Forecast
LowNextHigh
8.068.258.43
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
8.318.408.49
Details
Effective investment decisions about FEDERATED STRATEGIC require competitive context. Benchmarking FEDERATED STRATEGIC's against peers on earnings quality, growth consistency, and balance sheet strength can materially change the investment conclusion.

Primary Risk Indicators

The mutual fund market's recent history has been defined by volatility, with multiple large corrections and rallies in the last 10-20 years. FEDERATED STRATEGIC has participated in these swings. Investors holding Federated Strategic Income can protect their portfolios by monitoring FEDERATED STRATEGIC's risk indicators and implementing appropriate hedging strategies.
α
Alpha over Dow Jones
-0.0006
β
Beta against Dow Jones0.08
σ
Overall volatility
0.06
Ir
Information ratio 0.22

Investor Alerts and Insights

Investors in FEDERATED STRATEGIC benefit from automated alerts that flag material fund changes as they occur. Federated Strategic notifications cover technical signals, fundamental shifts, and notable headlines that may impact investment timing.
The fund maintains about 9.19% of its assets in cash

FEDERATED STRATEGIC Fundamentals Growth

The market prices FEDERATED Mutual Fund according to FEDERATED STRATEGIC's ability to generate revenue growth, maintain healthy margins, and manage debt effectively. These fundamental drivers have a direct and measurable impact on FEDERATED Mutual Fund performance.

Performance Metrics & Calculation Methodology

FEDERATED STRATEGIC performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Liquidity conditions can influence realized performance through spreads and execution cost.

The analytics block for Federated Strategic Income relies on fund disclosures and market reference feeds, with quality checks and normalization applied before rendering. Timing can vary by data vendor. Return and risk statistics are calculated from historical price series.

This content is curated and reviewed by:

Rifka Kats - Member of Macroaxis Editorial Board