State Street Target Fund Manager Performance Evaluation

SSCKX Fund  USD 14.98  -0.23  -1.51%   
The fund secures a Beta (Market Risk) of 0.57, which means generally lower market sensitivity than the broad market. Returns on State Street tend to trail the broader market in strong rallies but hold up better when sentiment turns negative.
Risk-Adjusted Performance
Soft
 
Weak
 
Strong
For the recent 90-day horizon, State Street Target failed to convert risk into positive risk-adjusted performance. This reading is usually reviewed beside volatility, downside risk, and benchmark-relative behavior before conviction is increased. Despite somewhat strong forward-looking signals, State Street is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. Learn More
  

Relative Risk vs. Return Landscape

If you had invested $ 1,537 in State Street Target on December 27, 2025 and sold it today you would have lost $ 39.00 from holding State Street Target or given up 2.54% of portfolio value over 90 days. State Street Target is currently producing negative expected returns and carries 0.6462% 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  
This comparison focuses on expected return, realized volatility, and risk efficiency versus the market. It works best as a comparative read on return quality, drawdown exposure, and volatility burden. Assuming a 90-day horizon State Street is expected to generate 0.76 times more return on investment than the market. However, the fund is 1.32 times less risky than the market. It trades about -0.06 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly -0.1 per unit of risk.

Historical Prices of State Street Target

Below is the normalized historical share price chart for State Street Target extending back to October 01, 2014. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of State Street stands at 14.98, as last reported on the 27th of March, with the highest price reaching 14.98 and the lowest price hitting 14.98 during the day.
Macro event markers
 
Yuan Drop
 
Covid
 
Interest Hikes

Target Price Odds to finish over Current Price

Prices of funds like State Mutual Fund tend to oscillate around a central value, a phenomenon known as mean reversion. Research shows that certain funds remain mispriced until demand-supply dynamics shift, suggesting embedded risk premiums. Additional risk factors may account for the delayed correction observed in some mispriced funds.
Current PriceHorizonTarget PriceOdds moving above the current price in 90 days
14.98 90 days 14.98
under 95
Under a normal probability framework, the likelihood of State Street moving above the current price in 90 days from now is under 95 . The historical return profile over this window has produced more above-current than below-current outcomes. (The distribution shows where the market has recently assigned the greatest probability for State Mutual Fund within 90 days). Use the curve width to gauge whether the current setup for State Mutual Fund looks concentrated or dispersed.
Assuming a 90-day horizon State Street has a beta of 0.57. This usually implies as returns on the market go up, State Street's average returns are expected to increase less than the benchmark. However, during a bear market, the loss from holding State Street Target is expected to be smaller as well. Additionally, State Street Target has an alpha of 0.0729, implying that it can generate a 0.0729 percent excess return over Dow Jones Industrial after adjusting for the inherent market risk (beta).
   State Street Price Density   
       Price  

Predictive Modules for State Street

Predicting future values of State Street Target in the fund market involves navigating significant uncertainty. Investors who apply multiple methods and compare results are better positioned to manage risk around State Street Target. Cross-checking model outputs helps calibrate expectations about State Street Target in changing market conditions.
While mean reversion in State Street is a statistically observable tendency, it operates on uncertain timelines. Mean reversion opportunities in State Street's arise when prices disconnect from earnings, book value, or historical multiples. Mean reversion in State Street is more reliable over longer time horizons than shorter ones.
Hype
Prediction
LowEstimatedHigh
14.1514.9815.81
Details
Intrinsic
Valuation
LowRealHigh
14.2715.1015.93
Details
Naive
Forecast
LowNextHigh
14.2815.1115.93
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
14.8415.4816.12
Details
Relative analysis of State Street against direct competitors reveals the true source of State Street's valuation. This cross-sectional approach separates idiosyncratic performance from sector-level trends. The most actionable insights from State Street analysis often emerge from peer comparison.

Primary Risk Indicators

Market turbulence over the past two decades has affected virtually every corner of the mutual fund market, including State Street. Price swings in State Street during this period have created both risk and opportunity for investors. Monitoring State Street's fundamental risk indicators can help investors stay ahead of market swings.
α
Alpha over Dow Jones
0.07
β
Beta against Dow Jones0.57
σ
Overall volatility
0.33
Ir
Information ratio 0.13

Investor Alerts and Insights

Timely alerts on State Street help investors identify important shifts in fund conditions early. State Street Target notifications help investors monitor holdings and performance more effectively. Historical alert accuracy for State Street helps investors gauge the reliability of future notifications.
State Street Target generated a negative expected return over the last 90 days

State Street Fundamentals Growth

Investor sentiment toward State Mutual Fund is largely driven by State Street's fundamental metrics. Revenue growth rates, earnings per share trends, and profit margin changes are among the most impactful factors. Understanding State Mutual Fund requires a close look at State Street's revenue growth and operating margins.

Performance Metrics & Calculation Methodology

Peer and benchmark comparison for State Street frames whether NAV returns reflect category leadership or drift. Tracking difference separates implementation cost from structural return divergence.

Data shown for State Street Target is aggregated from fund disclosures and market reference feeds and normalized across reporting formats. Source publication timing can introduce delays. Return and risk statistics are calculated from historical price series.

This content is curated and reviewed by:

Vlad Skutelnik - Macroaxis Contributor
Last reviewed on March 19th, 2026