State Street Global Fund Manager Performance Evaluation
The entity has a beta of 0.15, which indicates not very significant fluctuations relative to the market. As returns on the market increase, State Street's returns are expected to increase less than the market. However, during the bear market, the loss of holding State Street is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days State Street Global has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong essential indicators, State Street is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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State Street Relative Risk vs. Return Landscape
If you would invest 13,167 in State Street Global on October 6, 2025 and sell it today you would lose (64.00) from holding State Street Global or give up 0.49% of portfolio value over 90 days. State Street Global is currently producing negative expected returns and takes up 0.8869% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than State, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
State Street Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for State Street's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as State Street Global, and traders can use it to determine the average amount a State Street'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 = -0.0043
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SSGLX |
Based on monthly moving average State Street 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 State Street by adding State Street to a well-diversified portfolio.
State Street Fundamentals Growth
State Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of State Street, and State Street 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 State Mutual Fund performance.
| Price To Earning | 14.55 X | ||||
| Price To Book | 1.40 X | ||||
| Price To Sales | 1.03 X | ||||
| Total Asset | 1.05 B | ||||
About State Street Performance
Evaluating State Street's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if State Street 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 State Street 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.
Under normal circumstances, the fund generally invests substantially all, but at least 80, of its net assets in securities comprising the index or in American Depositary Receipts or Global Depositary Receipts providing exposure to securities comprising the index. State Street is traded on NASDAQ Exchange in the United States.Things to note about State Street Global performance evaluation
Checking the ongoing alerts about State Street for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for State Street Global help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| State Street Global generated a negative expected return over the last 90 days | |
| The fund maintains 95.26% of its assets in stocks |
- Analyzing State Street'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 State Street's stock is overvalued or undervalued compared to its peers.
- Examining State Street'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 State Street's management team can have a significant impact on its success or failure. Reviewing the track record and experience of State Street's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of State Street's mutual fund. These opinions can provide insight into State Street's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in State Mutual Fund
State Street financial ratios help investors to determine whether State 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 State with respect to the benefits of owning State Street security.
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