State Street Financial Statements From 2010 to 2022

SSAFX
 Fund
  

USD 86.65  1.15  1.31%   

State Street financial statements provide useful quarterly and yearly information to potential State Street Aggregate investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on State Street financial statements helps investors assess State Street's valuation, profitability, and current liquidity needs.
State Street Aggregate does not presently have any fundamental trend indicators for analysis.
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Check State Street financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among State main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . State financial statements analysis is a perfect complement when working with State Street Valuation or Volatility modules. It can also supplement various State Street Technical models . Additionally, take a look at the analysis of State Street Correlation against competitors.

State Five Year Return Analysis

State Street's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Five Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Five Year Return | All Equity Analysis

Current State Street Five Year Return

    
  3.84 %  
Most of State Street's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, State Street Aggregate is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Compare to competition

State Street Five Year Return Component Assessment

According to the company disclosure, State Street Aggregate has a Five Year Return of 3.84%. This is much higher than that of the Category family and significantly higher than that of the Family category. The five year return for all United States funds is notably lower than that of the firm.

State Street Aggregate Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining State Street's current stock value. Our valuation model uses many indicators to compare State Street value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across State Street competition to find correlations between indicators driving State Street's intrinsic value. More Info.
State Street Aggregate is rated top fund in five year return among similar funds. It is rated top fund in last dividend paid among similar funds creating about  0.04  of Last Dividend Paid per Five Year Return. The ratio of Five Year Return to Last Dividend Paid for State Street Aggregate is roughly  24.00 . Comparative valuation analysis is a catch-all model that can be used if you cannot value State Street by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for State Street's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the State Street's earnings, one of the primary drivers of an investment's value.

About State Street Financial Statements

There are typically three primary documents that fall into the category of financial statements. These documents include State Street income statement, its balance sheet, and the statement of cash flows. State Street investors use historical funamental indicators, such as State Street's revenue or net income, to determine how well the company is positioned to perform in the future. Although State Street investors may use each financial statement separately, they are all related. The changes in State Street's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on State Street's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on State Street Financial Statements. Understanding these patterns can help to make the right decision on long term investment in State Street. Please read more on our technical analysis and fundamental analysis pages.
The fund invests substantially all, but at least 80, of its net assets in securities comprising the index or in securities that the Adviser determines have economic characteristics that are comparable to the economic characteristics of securities that comprise the index. State Street is traded on NASDAQ Exchange in the United States.

Be your own money manager

Our tools can tell you how much better you can do entering a position in State Street without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Correlation Analysis

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Currently Active Assets on Macroaxis

Additionally, take a look at the analysis of State Street Correlation against competitors. Note that the State Street Aggregate 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 Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.

Complementary Tools for State Mutual Fund analysis

When running State Street Aggregate price analysis, check to measure State Street's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy State Street is operating at the current time. Most of State Street's value examination focuses on studying past and present price action to predict the probability of State Street's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move State Street's price. Additionally, you may evaluate how the addition of State Street to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between State Street's value and its price as these two are different measures arrived at by different means. Investors typically determine State Street value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, State Street'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.