Ssga Sp 500 Fund Manager Performance Evaluation

SVSPX Fund  USD 283.98  1.41  0.50%   
The entity has a beta of 0.8, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Ssga Sp's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ssga Sp is expected to be smaller as well.

Risk-Adjusted Performance

Weak

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Ssga Sp 500 are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Ssga Sp 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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Expense Ratio Date30th of December 2019
Expense Ratio0.1570
  

Ssga Sp Relative Risk vs. Return Landscape

If you would invest  28,060  in Ssga Sp 500 on October 29, 2025 and sell it today you would earn a total of  338.00  from holding Ssga Sp 500 or generate 1.2% return on investment over 90 days. Ssga Sp 500 is currently producing 0.0227% returns and takes up 0.7398% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Ssga, and 99% 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 Ssga Sp is expected to generate 2.81 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.01 times less risky than the market. It trades about 0.03 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.09 of returns per unit of risk over similar time horizon.

Ssga Sp Current Valuation

Overvalued
Today
283.98
Please note that Ssga Sp's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Ssga Sp 500 has a current Real Value of $259.84 per share. The regular price of the fund is $283.98. We determine the value of Ssga Sp 500 from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Ssga Sp is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ssga Mutual Fund. However, Ssga Sp'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  283.98 Real  259.84 Hype  283.98 Naive  282.37
The intrinsic value of Ssga Sp'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 Ssga Sp'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.
259.11
Downside
259.84
Real Value
312.38
Upside
Estimating the potential upside or downside of Ssga Sp 500 helps investors to forecast how Ssga 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 Ssga Sp more accurately as focusing exclusively on Ssga Sp's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
278.63282.23285.82
Details
Hype
Prediction
LowEstimatedHigh
283.25283.98284.71
Details
Naive
Forecast
LowNext ValueHigh
281.63282.37283.10
Details
Below is the normalized historical share price chart for Ssga Sp 500 extending back to February 09, 1993. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Ssga Sp stands at 283.98, as last reported on the 27th of January, with the highest price reaching 283.98 and the lowest price hitting 283.98 during the day.
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes

Ssga Sp Target Price Odds to finish over Current Price

The tendency of Ssga Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 283.98 90 days 283.98 
about 9.38
Based on a normal probability distribution, the odds of Ssga Sp to move above the current price in 90 days from now is about 9.38 (This Ssga Sp 500 probability density function shows the probability of Ssga Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Ssga Sp has a beta of 0.8. This usually implies as returns on the market go up, Ssga Sp average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Ssga Sp 500 will be expected to be much smaller as well. Additionally Ssga Sp 500 has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial.
   Ssga Sp Price Density   
       Price  

Predictive Modules for Ssga Sp

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Ssga Sp 500. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Hype
Prediction
LowEstimatedHigh
283.25283.98284.71
Details
Intrinsic
Valuation
LowRealHigh
259.11259.84312.38
Details
Naive
Forecast
LowNextHigh
281.63282.37283.10
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
278.63282.23285.82
Details

Ssga Sp Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Ssga Sp is not an exception. The market had few large corrections towards the Ssga Sp's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Ssga Sp 500, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Ssga Sp within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
-0.01
β
Beta against Dow Jones0.80
σ
Overall volatility
4.06
Ir
Information ratio -0.03

Ssga Sp Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Ssga Sp for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Ssga Sp 500 can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
The fund maintains 98.77% of its assets in stocks

Ssga Sp Fundamentals Growth

Ssga Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ssga Sp, and Ssga Sp 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 Ssga Mutual Fund performance.

About Ssga Sp Performance

Evaluating Ssga Sp's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ssga Sp 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 Ssga Sp 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 adviser uses an index tracking management strategy designed to track the performance of the SP 500 Index . The index is a well-known stock market index that includes common stocks of 500 companies from a number of sectors and that measures the performance of the large-cap sector of the U.S. equities market.

Things to note about Ssga Sp 500 performance evaluation

Checking the ongoing alerts about Ssga Sp for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ssga Sp 500 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund maintains 98.77% of its assets in stocks
Evaluating Ssga Sp's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Ssga Sp's mutual fund performance include:
  • Analyzing Ssga Sp'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 Ssga Sp's stock is overvalued or undervalued compared to its peers.
  • Examining Ssga Sp'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 Ssga Sp's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ssga Sp's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Ssga Sp's mutual fund. These opinions can provide insight into Ssga Sp's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Ssga Sp's mutual fund performance is not an exact science, and many factors can impact Ssga Sp'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 Ssga Mutual Fund

Ssga Sp financial ratios help investors to determine whether Ssga 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 Ssga with respect to the benefits of owning Ssga Sp security.
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