Federated Global Allocation Fund Manager Performance Evaluation

FSBKX Fund  USD 21.56  0.07  0.32%   
The fund shows a Beta (market volatility) of -0.12, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Federated Global are expected to decrease at a much lower rate. During the bear market, Federated Global 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 Global Allocation are ranked lower than 24 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward-looking signals, Federated Global may actually be approaching a critical reversion point that can send shares even higher in August 2025.
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Expense Ratio1.5800
  

Federated Global Relative Risk vs. Return Landscape

If you would invest  1,987  in Federated Global Allocation on April 26, 2025 and sell it today you would earn a total of  169.00  from holding Federated Global Allocation or generate 8.51% return on investment over 90 days. Federated Global Allocation is currently producing 0.1326% returns and takes up 0.4202% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Federated, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Federated Global is expected to generate 1.3 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.86 times less risky than the market. It trades about 0.32 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.22 of returns per unit of risk over similar time horizon.

Federated Global Current Valuation

Overvalued
Today
21.56
Please note that Federated Global's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Federated Global All shows a prevailing Real Value of $19.67 per share. The current price of the fund is $21.56. We determine the value of Federated Global All 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 Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Federated Mutual Fund. However, Federated Global'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  21.56 Real  19.67 Hype  21.56 Naive  21.53
The intrinsic value of Federated Global'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 Global'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.
19.67
Real Value
23.72
Upside
Estimating the potential upside or downside of Federated Global Allocation 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 Global more accurately as focusing exclusively on Federated Global's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
21.0121.3321.66
Details
Hype
Prediction
LowEstimatedHigh
21.1421.5621.98
Details
Naive
Forecast
LowNext ValueHigh
21.1121.5321.95
Details

Federated Global Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Federated Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Federated Global Allocation, and traders can use it to determine the average amount a Federated Global'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 = 0.3156

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Estimated Market Risk

 0.42
  actual daily
3
97% of assets are more volatile

Expected Return

 0.13
  actual daily
2
98% of assets have higher returns

Risk-Adjusted Return

 0.32
  actual daily
24
76% of assets perform better
Based on monthly moving average Federated Global is performing at about 24% 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 Global by adding it to a well-diversified portfolio.

Federated Global Fundamentals Growth

Federated Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Federated Global, and Federated Global 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.

About Federated Global Performance

Evaluating Federated Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Federated Global 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 Global 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 investment seeks to provide relative safety of capital with the possibility of long-term growth of capital and income. Federated Global is traded on NASDAQ Exchange in the United States.

Things to note about Federated Global All performance evaluation

Checking the ongoing alerts about Federated Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Federated Global All 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 10.17% of its assets under management (AUM) in cash
Evaluating Federated Global's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Federated Global's mutual fund performance include:
  • Analyzing Federated Global'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 Global's stock is overvalued or undervalued compared to its peers.
  • Examining Federated Global'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 Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Federated Global's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Federated Global's mutual fund. These opinions can provide insight into Federated Global's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Federated Global's mutual fund performance is not an exact science, and many factors can impact Federated Global's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Federated Mutual Fund

Federated Global 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 Global security.
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