State Street Competition
State Street Disciplined competes with Shelton Funds, Semiconductors Portfolio, Morgan Stanley, Ultranasdaq-100 Profund, and Eic Value; as well as few others. The fund is listed under World Large-Stock Value category and is part of State Street Global Advisors family. Analyzing State Street competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of State Street to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any Mutual Fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of State Street competition on your existing holdings.
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Sophisticated investors, who have witnessed many market ups and downs, frequently view the market will even out over time. This tendency of State Street's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy. Please use the tools below to analyze the current value of State Street in the context of predictive analytics.
State Street Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between State Street and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of State and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of State Street Disciplined does not affect the price movement of the other competitor.
NQQQX | FSELX | MUAMX | UOPSX | EICVX | TWBIX | TOCQX | ||
NQQQX | 0.96 | 0.76 | 1.0 | 0.74 | 0.97 | 0.95 | NQQQX | |
FSELX | 0.96 | 0.82 | 0.96 | 0.82 | 0.98 | 0.97 | FSELX | |
MUAMX | 0.76 | 0.82 | 0.75 | 0.91 | 0.86 | 0.86 | MUAMX | |
UOPSX | 1.0 | 0.96 | 0.75 | 0.72 | 0.96 | 0.95 | UOPSX | |
EICVX | 0.74 | 0.82 | 0.91 | 0.72 | 0.86 | 0.86 | EICVX | |
TWBIX | 0.97 | 0.98 | 0.86 | 0.96 | 0.86 | 0.99 | TWBIX | |
TOCQX | 0.95 | 0.97 | 0.86 | 0.95 | 0.86 | 0.99 | TOCQX | |
NQQQX | FSELX | MUAMX | UOPSX | EICVX | TWBIX | TOCQX |
Click cells to compare fundamentals | Check Volatility | Backtest Portfolio |
Risk-Adjusted Indicators
There is a big difference between State Mutual Fund performing well and State Street Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze State Street's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
---|---|---|---|---|---|---|---|---|---|---|
NQQQX | 0.78 | 0.00 | 0.01 | 0.14 | 0.77 | 1.72 | 4.81 | |||
FSELX | 1.58 | 0.17 | 0.16 | 0.23 | 1.31 | 3.77 | 11.46 | |||
MUAMX | 0.06 | 0.00 | (0.82) | 0.57 | 0.00 | 0.10 | 0.60 | |||
UOPSX | 1.51 | (0.02) | 0.07 | 0.13 | 1.53 | 3.40 | 9.59 | |||
EICVX | 0.47 | 0.13 | (0.04) | (0.48) | 0.50 | 1.05 | 3.36 | |||
TWBIX | 0.41 | 0.01 | (0.07) | 0.15 | 0.24 | 1.02 | 2.51 | |||
TOCQX | 0.61 | 0.01 | 0.03 | 0.14 | 0.54 | 1.29 | 3.67 |
State Street Competitive Analysis
The better you understand State Street competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, State Street's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across State Street's competition over several years is one of the best ways to analyze its investment potential.Better Than Average | Worse Than Peers | View Performance Chart |
State Street Competition Performance Charts
Five steps to successful analysis of State Street Competition
State Street's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by State Street Disciplined in relation to its competition. State Street's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of State Street in the market, both direct and indirect, as well as new entrants and disruptive technologies.
- Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
- Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact State Street's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to State Street Disciplined, and developing a strategy to address them.
- Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
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 Corona Opportunity Thematic Idea Now
Corona Opportunity
Firms that are involved in some capacity in making products or providing services to the public to buttle the virus directly or indirectly. This also includes some defencive and contrarian stocks and ETFs that are managing to avoid the big market correction coused by coronavirus. The Corona Opportunity theme has 46 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 Corona Opportunity Theme or any other thematic opportunities.
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Check out World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any Mutual Fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the State Street Disciplined information on this page should be used as a complementary analysis to other State Street's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the FinTech Suite module to use AI to screen and filter profitable investment opportunities.
Other Consideration for investing in State Mutual Fund
If you are still planning to invest in State Street Disciplined check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the State Street's history and understand the potential risks before investing.
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