Ssga Sp 500 Fund Manager Performance Evaluation

SVSPX Fund  USD 251.26  1.75  0.70%   
The entity has a beta of 0.19, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Ssga Sp's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ssga Sp is expected to be smaller as well.

Risk-Adjusted Performance

8 of 100

 
Weak
 
Strong
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Ssga Sp 500 are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Ssga Sp is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Expense Ratio Date30th of December 2019
Expense Ratio0.1600
  

Ssga Sp Relative Risk vs. Return Landscape

If you would invest  23,974  in Ssga Sp 500 on February 27, 2024 and sell it today you would earn a total of  1,152  from holding Ssga Sp 500 or generate 4.81% return on investment over 90 days. Ssga Sp 500 is currently producing 0.0757% returns and takes up 0.6926% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Ssga, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Ssga Sp is expected to generate 1.17 times more return on investment than the market. However, the company is 1.17 times more volatile than its market benchmark. It trades about 0.11 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.08 per unit of risk.

Ssga Sp Current Valuation

Fairly Valued
Today
251.26
Please note that Ssga Sp's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Ssga Sp 500 has a current Real Value of $248.75 per share. The regular price of the fund is $251.26. We determine the value of Ssga Sp 500 from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Our valuation method for Ssga Sp 500 is useful when determining the fair value of the Ssga mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Ssga Sp. Since Ssga Sp is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ssga Mutual Fund. However, Ssga Sp'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  251.26 Real  248.75 Hype  251.26 Naive  246.42
The real value of Ssga Mutual Fund, also known as its intrinsic value, is the underlying worth of Ssga Sp 500 Mutual Fund, which is reflected in its stock price. It is based on Ssga Sp's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Ssga Sp's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Ssga Sp's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
248.06
Downside
248.75
Real Value
276.39
Upside
Estimating the potential upside or downside of Ssga Sp 500 helps investors to forecast how Ssga mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Ssga Sp more accurately as focusing exclusively on Ssga Sp's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
238.11247.17256.23
Details
Hype
Prediction
LowEstimatedHigh
250.57251.26251.95
Details
Potential
Annual Dividend
LowForecastedHigh
0.590.590.59
Details

Ssga Sp Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Ssga Sp's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ssga Sp 500, and traders can use it to determine the average amount a Ssga Sp'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 = 0.1093

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Estimated Market Risk

 0.69
  actual daily
6
94% of assets are more volatile

Expected Return

 0.08
  actual daily
1
99% of assets have higher returns

Risk-Adjusted Return

 0.11
  actual daily
8
92% of assets perform better
Based on monthly moving average Ssga Sp is performing at about 8% 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 Ssga Sp by adding it to a well-diversified portfolio.

Ssga Sp Fundamentals Growth

Ssga Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ssga Sp, and Ssga Sp 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 Ssga Mutual Fund performance.

About Ssga Sp Performance

To evaluate Ssga Sp 500 Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Ssga Sp generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Ssga Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Ssga Sp 500 market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Ssga's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
The adviser uses an index tracking management strategy designed to track the performance of the SP 500 Index . SSGA SP is traded on NASDAQ Exchange in the United States.

Things to note about Ssga Sp 500 performance evaluation

Checking the ongoing alerts about Ssga Sp for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ssga Sp 500 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund maintains 98.77% of its assets in stocks
Evaluating Ssga Sp's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Ssga Sp's mutual fund performance include:
  • Analyzing Ssga Sp'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 Ssga Sp's stock is overvalued or undervalued compared to its peers.
  • Examining Ssga Sp'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 Ssga Sp's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ssga Sp's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Ssga Sp's mutual fund. These opinions can provide insight into Ssga Sp's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Ssga Sp's mutual fund performance is not an exact science, and many factors can impact Ssga Sp's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Ssga Sp 500. 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 american community survey.
You can also try the Commodity Directory module to find actively traded commodities issued by global exchanges.
Please note, there is a significant difference between Ssga Sp's value and its price as these two are different measures arrived at by different means. Investors typically determine if Ssga Sp is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Ssga Sp's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.