State Street Annual Yield vs. Three Year Return
SSBYX Fund | USD 13.96 0.04 0.29% |
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 Target 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 Target over time as well as its relative position and ranking within its peers.
State |
State Street Target Three Year Return vs. Annual Yield 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 Target is rated top fund in annual yield among similar funds. It also is rated top fund in three year return among similar funds reporting about 73.50 of Three Year Return per Annual Yield. 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 Three Year Return vs. Annual Yield
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
State Street |
| = | 0.03 % |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
State Street |
| = | 1.86 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
State Three Year Return Comparison
State Street is currently under evaluation in three 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.
manages the Target Retirement 2030 Fund using a proprietary asset allocation strategy. State Street is traded on NASDAQ Exchange in the United States.
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.
Learn to be your own money manager
Our tools can tell you how much better you can do entering a position in State Street without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Idea OptimizerUse advanced portfolio builder with pre-computed micro ideas to build optimal portfolio |
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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?
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Software
Companies that develop and distribute software and software systems to individuals or business. The Software theme has 38 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 Software 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 Target 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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