State Street Equity Positions Weight vs. One Year Return
| SIVIX Fund | USD 20.36 0.30 1.50% |
For State Street profitability analysis, we use financial ratios and fundamental drivers that measure the ability of State Street to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well State Street Institutional utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between State Street's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of State Street Institutional over time as well as its relative position and ranking within its peers.
State |
State Street Institu One Year Return vs. Equity Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining State Street's current stock value. Our valuation model uses many indicators to compare State Street value to that of its competitors to determine the firm's financial worth. State Street Institutional is rated second largest fund in equity positions weight among similar funds. It is rated top fund in one year return among similar funds reporting about 0.28 of One Year Return per Equity Positions Weight. The ratio of Equity Positions Weight to One Year Return for State Street Institutional is roughly 3.55 . 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 State Street's earnings, one of the primary drivers of an investment's value.State One Year Return vs. Equity Positions Weight
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
State Street |
| = | 94.10 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
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.
State Street |
| = | 26.48 % |
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.
State One Year Return Comparison
State Street is currently under evaluation in one year return among similar funds.
State Street Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in State Street, profitability is also one of the essential criteria for including it into their portfolios because, without profit, State Street will eventually generate negative long term returns. The profitability progress is the general direction of State Street's change in net profit over the period of time. It can combine multiple indicators of State Street, 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 seeks to achieve its investment objective by investing at least 80 percent of its net assets under normal circumstances in equity securities of small-cap companies, such as common and preferred stocks. It defines a small-cap company as one with a market capitalization that, at the time of initial investment, falls between the market capitalization of the smallest company in the Russell 2000 Index and either the larger of the market capitalization of the largest company in the Russell 2000 Index or 3.0 billion.
State Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on State Street. 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 State Street 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 State Street's important profitability drivers and their relationship over time.
Use State Street 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 State Street 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 State Street will appreciate offsetting losses from the drop in the long position's value.State Street Pair Trading
State Street Institutional Pair Trading Analysis
The ability to find closely correlated positions to State Street could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace State Street 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 State Street - 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 State Street Institutional to buy it.
The correlation of State Street 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 State Street moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if State Street Institu 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 State Street 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 State Street position
In addition to having State Street 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 Consumption Thematic Idea Now
Consumption
Companies that deliver final goods such as cars or clothing for consumption by consumers. The Consumption theme has 19 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 Consumption Theme or any other thematic opportunities.
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Other Information on Investing in State Mutual Fund
To fully project State Street's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of State Street Institu 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 State Street's income statement, its balance sheet, and the statement of cash flows.
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