State Three Year Return

SSAFX
 Fund
  

USD 86.65  1.15  1.31%   

State Street Aggregate fundamentals help investors to digest information that contributes to State Street's financial success or failures. It also enables traders to predict the movement of State Mutual Fund. The fundamental analysis module provides a way to measure State Street's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to State Street mutual fund.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  

State Three Year Return Analysis

State Street's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Three Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Three Year Return | All Equity Analysis

Current State Street Three Year Return

    
  5.03 %  
Most of State Street's fundamental indicators, such as Three 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 Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Compare to competition

State Street Three Year Return Component Assessment

Based on the latest financial disclosure, State Street Aggregate has a Three Year Return of 5.03%. This is much higher than that of the Category family and significantly higher than that of the Family category. The three year return for all United States funds is notably lower than that of the firm.

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Fund Asset Allocation for State Street

The fund consists of 92.94% investments in fixed income securities, with the rest of funds allocated in cash and various exotic instruments.
   Value   
       Instrument Type  

State Fundamentals

About State Street Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze State Street Aggregate's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of State Street using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of State Street Aggregate based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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.

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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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Currently Active Assets on Macroaxis

Additionally, take a look at State Street Piotroski F Score and State Street Altman Z Score analysis. 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 Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.

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.