Federated Real Net Asset vs. One Year Return
| RRFAX Fund | USD 9.65 0.02 0.21% |
For Federated Real profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Federated Real to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Federated Real Return utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Federated Real's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Federated Real Return over time as well as its relative position and ranking within its peers.
Federated |
Federated Real Return One Year Return vs. Net Asset Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Federated Real's current stock value. Our valuation model uses many indicators to compare Federated Real value to that of its competitors to determine the firm's financial worth. Federated Real Return is rated top fund in net asset among similar funds. It also is rated top fund in one year return among similar funds . The ratio of Net Asset to One Year Return for Federated Real Return is about 84,446,098 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Federated Real's earnings, one of the primary drivers of an investment's value.Federated One Year Return vs. Net Asset
Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Federated Real |
| = | 158.86 M |
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Federated Real |
| = | 1.88 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Federated One Year Return Comparison
Federated Real is currently under evaluation in one year return among similar funds.
Federated Real Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Federated Real, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Federated Real will eventually generate negative long term returns. The profitability progress is the general direction of Federated Real's change in net profit over the period of time. It can combine multiple indicators of Federated Real, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
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.
Federated Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Federated Real. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Federated Real position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Federated Real's important profitability drivers and their relationship over time.
Use Federated Real in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Federated Real position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Federated Real will appreciate offsetting losses from the drop in the long position's value.Federated Real Pair Trading
Federated Real Return Pair Trading Analysis
The ability to find closely correlated positions to Federated Real could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Federated Real when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Federated Real - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Federated Real Return to buy it.
The correlation of Federated Real is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Federated Real moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Federated Real Return moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Federated Real can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Federated Real position
In addition to having Federated Real in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Healthcare Funds Thematic Idea Now
Healthcare Funds
Funds or Etfs investing in medical and healthcare goods or services as well as hospital management or maintenance organizations. The Healthcare Funds theme has 33 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Healthcare Funds Theme or any other thematic opportunities.
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Other Information on Investing in Federated Mutual Fund
To fully project Federated Real's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Federated Real Return at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Federated Real's income statement, its balance sheet, and the statement of cash flows.
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