State Street Premier Fund Manager Performance Evaluation
| SPGSX Fund | USD 126.45 0.06 0.05% |
The entity has a beta of 0.0459, which indicates not very significant fluctuations relative to the market. As returns on the market increase, State Street's returns are expected to increase less than the market. However, during the bear market, the loss of holding State Street is expected to be smaller as well.
Risk-Adjusted Performance
Very Strong
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in State Street Premier are ranked lower than 31 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, State Street showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio | 0.0400 |
State |
State Street Relative Risk vs. Return Landscape
If you would invest 9,776 in State Street Premier on April 22, 2025 and sell it today you would earn a total of 2,869 from holding State Street Premier or generate 29.35% return on investment over 90 days. State Street Premier is currently producing 0.4212% returns and takes up 1.0452% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than State, and 92% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
State Street Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for State Street's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as State Street Premier, and traders can use it to determine the average amount a State Street's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.403
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | SPGSX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.05 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.42 actual daily | 8 92% of assets have higher returns |
Risk-Adjusted Return
| 0.4 actual daily | 31 69% of assets perform better |
Based on monthly moving average State Street is performing at about 31% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of State Street by adding it to a well-diversified portfolio.
About State Street Performance
Evaluating State Street's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if State Street has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if State Street has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Things to note about State Street Premier performance evaluation
Checking the ongoing alerts about State Street for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for State Street Premier help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| State is showing solid risk-adjusted performance over 90 days |
- 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.
Other Information on Investing in State Mutual Fund
State Street financial ratios help investors to determine whether State Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in State with respect to the benefits of owning State Street security.
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