Find A Portfolio/Ticker
Comparison Box
SSINX: SSgA Intermediate Instl (MUTUAL FUND)
Basic Info
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/21/1996 |
Last Dividend Date: | 07/02/2013 |
12-Mo. Yield | 0.28% |
Expenses | 0.60% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 01/30/2014)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/21/1996 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -1.7 | 2.5 | 4.3 | 2.0 | 3.3 | 4.0 | 0.0 | -2.1 | 5.7 | 4.6 | 6.0 | 7.6 | -0.7 | -5.2 | 3.4 | -0.1 | 2.2 | 2.9 | 8.7 | 8.1 | 10.1 | -0.0 | 7.9 | 7.4 | 5.0 |
Sharpe Ratio | NA | -0.99 | 0.98 | 1.38 | 0.27 | NA | 0.65 | 0.0 | -1.18 | 2.23 | 1.52 | 1.81 | 1.75 | -0.28 | -1.82 | 0.04 | -0.9 | 0.36 | 0.55 | 1.97 | 1.46 | 2.32 | -1.1 | 1.56 | 1.62 | 1.89 |
Draw Down(%) | NA | 3.5 | 3.5 | 3.5 | 11.5 | NA | 11.5 | 0.0 | 3.5 | 1.0 | 1.5 | 2.9 | 2.1 | 7.7 | 7.7 | 1.3 | 2.3 | 4.1 | 4.2 | 2.4 | 3.1 | 2.0 | 2.4 | 2.1 | 1.4 | 1.3 |
Standard Deviation(%) | NA | 1.8 | 2.5 | 3.1 | 3.5 | NA | 3.4 | NA | 1.8 | 2.5 | 3.0 | 3.3 | 4.3 | 5.7 | 4.5 | 2.2 | 2.6 | 3.5 | 4.0 | 3.8 | 4.0 | 2.6 | 3.0 | 3.0 | 2.4 | 3.3 |
Treynor Ratio | NA | -0.06 | 0.05 | 0.08 | 0.02 | NA | 0.04 | NA | -0.06 | 0.11 | 0.08 | 0.11 | 0.13 | -0.03 | -0.13 | 0.0 | -0.04 | 0.02 | 0.03 | 0.12 | 0.11 | 0.14 | -0.06 | 0.1 | 0.09 | 0.12 |
Alpha | NA | -0.01 | 0.0 | 0.0 | -0.01 | NA | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | -0.04 | 0.0 | -0.01 | 0.0 | -0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 |
Beta | NA | 0.32 | 0.47 | 0.53 | 0.56 | NA | 0.55 | 0.0 | 0.35 | 0.52 | 0.54 | 0.56 | 0.56 | 0.58 | 0.63 | 0.51 | 0.55 | 0.67 | 0.69 | 0.64 | 0.54 | 0.44 | 0.51 | 0.45 | 0.45 | 0.52 |
RSquared | NA | 0.47 | 0.56 | 0.71 | 0.64 | NA | 0.68 | 0.0 | 0.51 | 0.4 | 0.77 | 0.79 | 0.81 | 0.64 | 0.43 | 0.69 | 0.64 | 0.82 | 0.79 | 0.79 | 0.68 | 0.68 | 0.79 | 0.7 | 0.67 | 0.79 |
Yield(%) | N/A | 0.6 | 1.3 | 2.0 | 2.7 | 3.5 | N/A | 0.0 | 0.7 | 1.3 | 2.1 | 2.7 | 2.9 | 3.9 | 4.6 | 4.4 | 2.6 | 3.9 | 3.0 | 5.0 | 6.6 | 5.8 | 5.5 | 7.1 | 5.7 | 3.6 |
Dividend Growth(%) | N/A | -50.0 | -56.1 | -55.9 | N/A | N/A | N/A | -100.0 | -41.7 | -36.8 | -17.4 | -4.2 | -29.4 | -22.7 | 2.3 | 65.4 | -33.3 | 30.0 | -38.8 | -23.4 | 18.5 | 0.0 | -21.7 | 25.5 | 61.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Intermediate-Term Bond Asset Class Trend Rankings |
Top Rated Funds in Intermediate-Term Bond
Best Mutual Funds
- VBMFX (VANGUARD TOTAL BOND MARKET INDEX FUND INVESTOR SHARES) (100%)
- VBIIX (VANGUARD INTERMEDIATE-TERM BOND INDEX FUND INVESTOR SHARES) (100%)
- CMFCX (AMERICAN FUNDS MORTGAGE FUND CLASS 529-C) (99%)
- VFICX (VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND INVESTOR SHARES) (99%)
- VFIDX (VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND ADMIRAL SHARES) (98%)
- GPBFX (GMO CORE PLUS BOND FUND CLASS IV) (98%)
- SAMIX (MODERATELY AGGRESSIVE BALANCED ALLOCATION PORTFOLIO CLASS I) (98%)
- OWFIX (OLD WESTBURY FIXED INCOME FUND OLD WESTBURY FIXED INCOME FUND) (98%)
- TAIBX (PRUDENTIAL CORE BOND FUND CLASS Z) (98%)
- ACBPX (DIVERSIFIED BOND FUND I CLASS) (97%)
Best ETFs
- AGG (iShares Core U.S. Aggregate Bond ETF) (100%)
- BIV (Vanguard Intermediate-Term Bond Index Fund ETF Shares) (99%)
- BND (Vanguard Total Bond Market Index Fund ETF Shares) (99%)
- GBF (iShares Government/Credit Bond ETF) (99%)
- GVI (iShares Intermediate Government/Credit Bond ETF) (99%)
- MBB (iShares MBS ETF) (99%)
- VCIT (Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares) (35%)
- VMBS (Vanguard Mortgage-Backed Securities Index Fund ETF Shares) (35%)
- SCHZ (Schwab U.S. Aggregate Bond ETF) (31%)
- CMBS (iShares CMBS ETF) (30%)