Ssga Sp 500 Fund Manager Performance Evaluation
| SVSPX Fund | USD 284.06 1.06 0.37% |
The entity has a beta of 0.84, 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
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Ssga Sp 500 are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Ssga Sp may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 30th of December 2019 | |
| Expense Ratio | 0.1600 |
Ssga |
Ssga Sp Relative Risk vs. Return Landscape
If you would invest 26,671 in Ssga Sp 500 on August 30, 2024 and sell it today you would earn a total of 1,735 from holding Ssga Sp 500 or generate 6.51% return on investment over 90 days. Ssga Sp 500 is currently producing 0.1014% returns and takes up 0.7672% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Ssga, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ssga Sp Current Valuation
Overvalued
Today
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 $259.91 per share. The regular price of the fund is $284.06. 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 284.06 | Real 259.91 | Hype 284.06 |
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.
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: Ssga Sp Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ssga Sp's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ssga Sp 500, and traders can use it to determine the average amount a Ssga Sp'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 = 0.1322
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| Cash | SVSPX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.77 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Ssga Sp is performing at about 10% 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 Ssga Sp by adding it to a well-diversified portfolio.
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.
| Price To Earning | 19.37 X | ||||
| Price To Book | 2.71 X | ||||
| Price To Sales | 1.89 X | ||||
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.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.
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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