State Street Target Fund Manager Performance Evaluation
| SSBWX Fund | USD 14.11 -0.11 -0.77% |
The fund secures a Beta (Market Risk) of -0.0335, which alludes to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning State Street are expected to decrease at a much lower rate. During the bear market, State Street is likely to outperform the market.
Risk-Adjusted Performance
Balanced
Weak | Strong |
Compared with the broader market, risk-adjusted returns on State Street Target rank lower than 11% of all funds and fund portfolios over the last 90 days. This score becomes more useful when investors compare it with downside risk, Sharpe Ratio, and current trend stability. Despite somewhat strong basic indicators, State Street is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 30th of April 2025 | |
| Expense Ratio | 0.2900 |
State |
State Street Relative Risk vs. Return Landscape
If you would invest 1,335 in State Street Target on December 9, 2025 and sell it today you would earn a total of 76.00 from holding State Street Target or generate 5.69% return on investment over 90 days. State Street Target is currently producing 0.0928% returns and takes up 0.6428% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than State, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
State Street Current Valuation
Overvalued
Today
Please note that State Street's price fluctuation is Very Low at this time. At this time, State Street appears to be overvalued. State Street Target has a last-minute Real Value of $13.78 per share. The last-minute price of the fund is $14.11. We determine the value of State Street Target from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support taking in undervalued mutual funds and trading overvalued mutual funds since, in the future, mutual fund prices and their ongoing real values will grow together.
Since State Street is currently traded on the exchange, buyers and sellers on that exchange determine the market value of State Mutual Fund. However, State Street'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 14.11 | Real 13.78 | Hype 14.11 | Naive 13.84 |
The real value of State Mutual Fund, also known as intrinsic value, reflects the underlying worth of State Street Target Mutual Fund. It is based on State Street's financial performance, growth prospects, and competitive position. Common methods to calculate State Street's intrinsic value include discounted cash flow.
Estimating the upside and downside potential of State Street Target is a key component of any thorough investment analysis. The portfolio impact of State mutual fund cannot be assessed from fundamentals alone.State Street Target Price Odds to finish over Current Price
The tendency of State Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 14.11 | 90 days | 14.11 | about 45.7 |
Based on a normal probability distribution, the odds of State Street to move above the current price in 90 days from now is about 45.7 (This State Street Target probability density function shows the probability of State Mutual Fund to fall within a particular range of prices over 90 days) .
State Street Price Density |
| Price |
Predictive Modules for State Street
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as State Street Target. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.The mean reversion tendency in State Street's price is a well-documented phenomenon that disciplined investors can exploit by identifying when price has diverged substantially from fundamental and historical anchors.
State Street Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. State Street is not an exception. The market had few large corrections towards the State Street's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold State Street Target, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of State Street within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.08 | |
β | Beta against Dow Jones | -0.0335 | |
σ | Overall volatility | 0.37 | |
Ir | Information ratio | 0.13 |
State Street Fundamentals Growth
State Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of State Street, and State Street 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 State Mutual Fund performance.
| Price To Earning | 17.63 X | |||
| Price To Book | 1.97 X | |||
| Price To Sales | 1.39 X | |||
| Total Asset | 10.23 M | |||
State Street Performance and Risk-Adjusted Returns
State Street performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Performance quality is influenced by volatility discipline and regime stability. State Street is assessed in terms of its structural contribution to portfolio diversification and long-term stability.
Methodology
Unless otherwise specified, data for State Street Target is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. State (USA Stocks:SSBWX) market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions Return metrics, performance scores, and risk-adjusted figures shown here are computed from historical price series.
Assumptions
We use public fund disclosures, holdings reports, and market data feeds with disclosures published by U.S. Securities and Exchange Commission (SEC) via EDGAR as reference inputs. Data may be normalized and can be delayed. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.Research Sources
State Street Target may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.
Things to note about State Street Target performance evaluation
Automated alerts tied to State Street Target help investors surface material conditions that may support or challenge the current thesis before they become expensive mistakes. In practice, the value comes from seeing which signals are new, which are persistent, and which are strong enough to justify action.
Evaluating State Street's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate State Street's mutual fund performance include:- Analyzing State Street'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 State Street's stock is overvalued or undervalued compared to its peers.
- Examining State Street'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 State Street's management team can have a significant impact on its success or failure. Reviewing the track record and experience of State Street's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of State Street's mutual fund. These opinions can provide insight into State Street's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Resources for State Mutual Fund Analysis
Other Information on Investing in State Mutual Fund
State Street financial ratios provide valuation context across profits, cash flow, and enterprise value. They help compare State across valuation measures and peers.
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance |