Federated Real Return Fund Manager Performance Evaluation
| RRFAX Fund | USD 9.65 0.02 0.21% |
The fund shows a Beta (market volatility) of 0.0649, which means not very significant fluctuations relative to the market. As returns on the market increase, Federated Real's returns are expected to increase less than the market. However, during the bear market, the loss of holding Federated Real is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Federated Real Return has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Federated Real 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 | 30th of November 2022 | |
| Expense Ratio | 0.6000 |
Federated |
Federated Real Relative Risk vs. Return Landscape
If you would invest 1,004 in Federated Real Return on October 1, 2024 and sell it today you would lose (39.00) from holding Federated Real Return or give up 3.88% of portfolio value over 90 days. Federated Real Return is currently producing negative expected returns and takes up 0.2738% volatility of returns over 90 trading days. Put another way, 2% 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 Real Current Valuation
Fairly Valued
Today
Please note that Federated Real's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Federated Real Return shows a prevailing Real Value of $9.69 per share. The current price of the fund is $9.65. We determine the value of Federated Real Return 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 Real is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Federated Mutual Fund. However, Federated Real'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 9.65 | Real 9.69 | Hype 9.65 |
The intrinsic value of Federated Real'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 Real'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 Real Return 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 Real more accurately as focusing exclusively on Federated Real's fundamentals will not take into account other important factors: Federated Real Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Federated Real's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Federated Real Return, and traders can use it to determine the average amount a Federated Real'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 = -0.2283
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | RRFAX |
Estimated Market Risk
| 0.27 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.06 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.23 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Federated Real 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 Real by adding Federated Real to a well-diversified portfolio.
Federated Real Fundamentals Growth
Federated Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Federated Real, and Federated Real 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 | 24.79 M | ||||
About Federated Real Performance
Evaluating Federated Real's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Federated Real 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 Real 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 by investing primarily in investment-grade, inflation-indexed bonds issued by the U.S. government, its agencies or instrumentalities, and corporations. Inflation-indexed bonds are fixed-income securities that are structured to provide protection against inflation. It may use derivative contracts to implement elements of its investment strategy, in particular credit default swap agreements, options and futures contracts related to conventional bonds.Things to note about Federated Real Return performance evaluation
Checking the ongoing alerts about Federated Real for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Federated Real Return help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Federated Real generated a negative expected return over the last 90 days | |
| The fund generated three year return of -3.0% | |
| Federated Real Return maintains most of the assets in different exotic instruments. |
- Analyzing Federated Real'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 Real's stock is overvalued or undervalued compared to its peers.
- Examining Federated Real'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 Real's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Federated Real's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Federated Real's mutual fund. These opinions can provide insight into Federated Real's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Federated Mutual Fund
Federated Real 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 Real security.
| Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation |