Federated Kaufmann Fund Manager Performance Evaluation
| KAUCX Fund | USD 3.81 0.02 0.53% |
The fund shows a Beta (market volatility) of 1.15, which means a somewhat significant risk relative to the market. Federated Kaufmann returns are very sensitive to returns on the market. As the market goes up or down, Federated Kaufmann is expected to follow.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Federated Kaufmann Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's fundamental indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more| Expense Ratio Date | 31st of December 2022 | |
| Expense Ratio | 2.5200 |
Federated |
Federated Kaufmann Relative Risk vs. Return Landscape
If you would invest 429.00 in Federated Kaufmann Fund on September 26, 2024 and sell it today you would lose (48.00) from holding Federated Kaufmann Fund or give up 11.19% of portfolio value over 90 days. Federated Kaufmann Fund is currently producing negative expected returns and takes up 2.137% volatility of returns over 90 trading days. Put another way, 19% 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 Kaufmann Current Valuation
Undervalued
Today
Please note that Federated Kaufmann's price fluctuation is slightly risky at this time. At this time, the entity appears to be undervalued. Federated Kaufmann shows a prevailing Real Value of $3.98 per share. The current price of the fund is $3.81. We determine the value of Federated Kaufmann from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Federated Kaufmann is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Federated Mutual Fund. However, Federated Kaufmann's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 3.81 | Real 3.98 | Hype 4.42 |
The intrinsic value of Federated Kaufmann's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Federated Kaufmann's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Federated Kaufmann Fund helps investors to forecast how Federated mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Federated Kaufmann more accurately as focusing exclusively on Federated Kaufmann's fundamentals will not take into account other important factors: Federated Kaufmann Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Federated Kaufmann's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Federated Kaufmann Fund, and traders can use it to determine the average amount a Federated Kaufmann'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 = -0.0752
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| Negative Returns | KAUCX |
Estimated Market Risk
| 2.14 actual daily | 19 81% of assets are more volatile |
Expected Return
| -0.16 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.08 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Federated Kaufmann 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 Kaufmann by adding Federated Kaufmann to a well-diversified portfolio.
Federated Kaufmann Fundamentals Growth
Federated Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Federated Kaufmann, and Federated Kaufmann 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.
| Price To Earning | 26.71 X | ||||
| Price To Book | 3.72 X | ||||
| Price To Sales | 3.56 X | ||||
| Total Asset | 55.77 M | ||||
About Federated Kaufmann Performance
Evaluating Federated Kaufmann's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Federated Kaufmann 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 Kaufmann 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 invests a majority of its assets in the common stocks of small- and medium-sized companies that are traded on national securities exchanges, the NASDAQ stock market and on the over-the-counter market. Up to 30 percent of the funds net assets may be invested in foreign securities. It may invest in fixed-income securities, American Depositary Receipts and use derivative contracts andor hybrid instruments to implement elements of its investment strategy.Things to note about Federated Kaufmann performance evaluation
Checking the ongoing alerts about Federated Kaufmann for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Federated Kaufmann help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Federated Kaufmann generated a negative expected return over the last 90 days | |
| The fund generated three year return of -2.0% | |
| Federated Kaufmann maintains about 10.81% of its assets in cash |
- Analyzing Federated Kaufmann'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 Kaufmann's stock is overvalued or undervalued compared to its peers.
- Examining Federated Kaufmann'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 Kaufmann's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Federated Kaufmann's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Federated Kaufmann's mutual fund. These opinions can provide insight into Federated Kaufmann's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Federated Mutual Fund
Federated Kaufmann 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 Kaufmann security.
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance |