Federated Municipal Ultrashort Fund Manager Performance Evaluation
| FMUSX Fund | USD 10.00 0.01 0.10% |
The fund shows a Beta (market volatility) of -0.0036, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Federated Municipal are expected to decrease at a much lower rate. During the bear market, Federated Municipal is likely to outperform the market.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Federated Municipal Ultrashort are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Federated Municipal 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 | 28th of November 2022 | |
| Expense Ratio | 0.3600 |
Federated |
Federated Municipal Relative Risk vs. Return Landscape
If you would invest 996.00 in Federated Municipal Ultrashort on September 23, 2024 and sell it today you would earn a total of 4.00 from holding Federated Municipal Ultrashort or generate 0.4% return on investment over 90 days. Federated Municipal Ultrashort is currently producing 0.0062% returns and takes up 0.079% 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 Municipal Current Valuation
Overvalued
Today
Please note that Federated Municipal's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Federated Municipal shows a prevailing Real Value of $9.2 per share. The current price of the fund is $10.0. We determine the value of Federated Municipal 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 Municipal is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Federated Mutual Fund. However, Federated Municipal'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 10.0 | Real 9.2 | Hype 10.0 | Naive 9.99 |
The intrinsic value of Federated Municipal'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 Municipal'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 Municipal Ultrashort 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 Municipal more accurately as focusing exclusively on Federated Municipal's fundamentals will not take into account other important factors: Federated Municipal Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Federated Municipal's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Federated Municipal Ultrashort, and traders can use it to determine the average amount a Federated Municipal'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 = 0.0784
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| FMUSX |
Based on monthly moving average Federated Municipal is performing at about 6% of its full potential. 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 Municipal by adding it to a well-diversified portfolio.
Federated Municipal Fundamentals Growth
Federated Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Federated Municipal, and Federated Municipal 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 | 895.81 M | ||||
About Federated Municipal Performance
Evaluating Federated Municipal's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Federated Municipal 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 Municipal 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 will invest at least 65 percent of its assets in securities rated investment-grade without regard to the maturity of the securities and may purchase securities rated below investment-grade without regard to the maturity of the securities up to 35 percent of its assets. It will normally invest so that at least 80 percent of its net assets are in tax-exempt securities or at least 80 percent of its annual interest income is exempt from federal regular income tax.Things to note about Federated Municipal performance evaluation
Checking the ongoing alerts about Federated Municipal for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Federated Municipal help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains most of the assets under management (AUM) in different types of exotic instruments. |
- Analyzing Federated Municipal'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 Municipal's stock is overvalued or undervalued compared to its peers.
- Examining Federated Municipal'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 Municipal's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Federated Municipal's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Federated Municipal's mutual fund. These opinions can provide insight into Federated Municipal's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Federated Mutual Fund
Federated Municipal 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 Municipal security.
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