Find A Portfolio/Ticker
Comparison Box
SSASX: State Street Income Fund (MUTUAL FUND)
Basic Info 9.46 0.05(0.53%) April 30
Asset Class: | EQUITY |
MyPlanIQ Rating: | (1%) |
Start Date: | 06/07/2021 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 3.24% |
Expenses | 0.20% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | Inception** | 2023 | 2022 | 2021 | |
---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.6 | -4.5 | -2.7 | -4.2 | 5.6 | -16.2 | 4.1 |
Sharpe Ratio | NA | -2.32 | -0.76 | -0.81 | 0.16 | -1.84 | 1.56 |
Draw Down(%) | NA | 5.0 | 8.7 | 20.3 | 8.8 | 20.3 | 1.8 |
Standard Deviation(%) | NA | 7.1 | 7.9 | 8.0 | 8.1 | 9.6 | 4.6 |
Treynor Ratio | NA | -1.2 | -0.34 | -0.85 | 0.12 | -2.43 | -14.21 |
Alpha | NA | -0.08 | -0.04 | -0.03 | 0.0 | -0.07 | 0.03 |
Beta | NA | 0.14 | 0.18 | 0.08 | 0.11 | 0.07 | -0.01 |
RSquared | NA | 0.05 | 0.08 | 0.03 | 0.03 | 0.04 | 0.0 |
Yield(%) | N/A | N/A | N/A | N/A | 3.7 | 2.3 | 3.9 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | 32.1 | -40.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/20/1995
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 EQUITY Asset Class Trend Rankings |