State Street Etf Fundamentals
State Street fundamentals help investors to digest information that contributes to State Street's financial success or failures. It also enables traders to predict the movement of State Etf. The fundamental analysis module provides a way to measure State Street's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to State Street etf.
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State Street ETF One Year Return Analysis
State Street's 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.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current State Street One Year Return | 2.43 % |
Most of State Street's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, State Street is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
CompetitionBased on the recorded statements, State Street has an One Year Return of 2.43%. This is much higher than that of the SPDR State Street Global Advisors family and significantly higher than that of the Corporate Bond category. The one year return for all United States etfs is notably lower than that of the firm.
State One Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses State Street's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the etfs which would be a good addition to a portfolio. Peer analysis of State Street could also be used in its relative valuation, which is a method of valuing State Street by comparing valuation metrics of similar companies.State Street is currently under evaluation in one year return as compared to similar ETFs.
Fund Asset Allocation for State Street
The fund invests most of its asset under management in bonds or other fixed income securities. .Asset allocation divides State Street's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
State Fundamentals
| Number Of Employees | 13 | |||
| Total Asset | 239.31 M | |||
| One Year Return | 2.43 % | |||
| Three Year Return | 5.79 % | |||
| Five Year Return | 4.67 % | |||
| Net Asset | 239.31 M | |||
| Bond Positions Weight | 99.90 % |
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Try AI Portfolio ArchitectCheck out Correlation Analysis to better understand how to build diversified portfolios. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in housing. You can also try the Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..
Other Tools for State Etf
When running State Street's price analysis, check to measure State Street's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy State Street is operating at the current time. Most of State Street's value examination focuses on studying past and present price action to predict the probability of State Street's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move State Street's price. Additionally, you may evaluate how the addition of State Street to your portfolios can decrease your overall portfolio volatility.
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