Federated International Small Mid Fund Manager Performance Evaluation
| ISCAX Fund | USD 42.96 0.37 0.85% |
The fund shows a Beta (market volatility) of -0.0297, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Federated International are expected to decrease at a much lower rate. During the bear market, Federated International is likely to outperform the market.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Federated International Small Mid are ranked lower than 17 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Federated International showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 31st of January 2023 |
Federated |
Federated International Relative Risk vs. Return Landscape
If you would invest 3,836 in Federated International Small Mid on December 20, 2024 and sell it today you would earn a total of 497.00 from holding Federated International Small Mid or generate 12.96% return on investment over 90 days. Federated International Small Mid is currently producing 0.2078% returns and takes up 0.9602% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Federated, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Federated International Current Valuation
Overvalued
Today
Please note that Federated International's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Federated International shows a prevailing Real Value of $40.34 per share. The current price of the fund is $42.96. We determine the value of Federated International 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 International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Federated Mutual Fund. However, Federated International'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 42.96 | Real 40.34 | Hype 43.33 | Naive 44.05 |
The intrinsic value of Federated International'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 International'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 International Small Mid 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 International more accurately as focusing exclusively on Federated International's fundamentals will not take into account other important factors: Federated International Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Federated International's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Federated International Small Mid, and traders can use it to determine the average amount a Federated International'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 = 0.2164
| Best Portfolio | Best Equity | |||
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| Small Returns | ISCAX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.96 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.21 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.22 actual daily | 17 83% of assets perform better |
Based on monthly moving average Federated International is performing at about 17% 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 International by adding it to a well-diversified portfolio.
Federated International Fundamentals Growth
Federated Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Federated International, and Federated International 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 | 18.74 X | |||
| Price To Book | 1.91 X | |||
| Price To Sales | 1.10 X | |||
| Total Asset | 73.78 M | |||
About Federated International Performance
Evaluating Federated International's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Federated International 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 International 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 investment objective of long-term growth of capital by investing at least 80 percent of its net assets in equity securities issued by non-U.S. small- or mid-capitalization companies. Federated International is traded on NASDAQ Exchange in the United States.Things to note about Federated International performance evaluation
Checking the ongoing alerts about Federated International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Federated International 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 about 8.6% of its assets under management (AUM) in cash |
- Analyzing Federated International'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 International's stock is overvalued or undervalued compared to its peers.
- Examining Federated International'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 International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Federated International's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Federated International's mutual fund. These opinions can provide insight into Federated International's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Federated Mutual Fund
Federated International 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 International security.
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