State Street Five Year Return vs. Bond Positions Weight

SSDEX Fund  USD 16.05  0.06  0.37%   
Based on State Street's profitability indicators, State Street Target may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess State Street's ability to earn profits and add value for shareholders.
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.
  
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Please note, there is a significant difference between State Street's value and its price as these two are different measures arrived at by different means. Investors typically determine if State Street is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, State Street's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

State Street Target Bond Positions Weight vs. Five Year Return 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 five year return among similar funds. It also is rated top fund in bond positions weight among similar funds creating about  0.03  of Bond Positions Weight per Five Year Return. The ratio of Five Year Return to Bond Positions Weight for State Street Target is roughly  32.89 . 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 Bond Positions Weight vs. Five Year Return

Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

State Street

Five Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
8.88 %
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.

State Street

Bond Percentage

 = 

% of Bonds

in the fund

 = 
0.27 %
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.

State Bond Positions Weight Comparison

State Street is currently under evaluation in bond positions weight 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.
SSGA Funds Management, Inc. manages the Target Retirement 2045 Fund using a proprietary asset allocation strategy. The fund is a fund of funds that invests in a combination of mutual funds and ETFs sponsored by the Adviser or its affiliates . It is intended for investors expecting to retire around the year 2045 and who are likely to stop making new investments in the fund at that time.

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 Target 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 Target 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 Target 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.
Pair CorrelationCorrelation Matching

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 Warren Buffett Holdings Thematic Idea Now

Warren Buffett Holdings
Warren Buffett Holdings Theme
A long-term portfolio of publicly-traded stocks on US exchanges that are owned by Warren Buffett's holding company Berkshire Hathaway. The Warren Buffett Holdings theme has 45 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 Warren Buffett Holdings 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.
Potential State Street investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although State Street investors may work on each financial statement separately, they are all related. The changes in State Street's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on State Street's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
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