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SVSPX: SSgA S&P 500 Index Instl (MUTUAL FUND)
Basic Info 243.37 0.83(0.34%) March 18
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (75%) |
Start Date: | 04/01/1993 |
Last Dividend Date: | 12/18/2023 |
12-Mo. Yield | 8.53% |
Expenses | 0.16% |
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Performance Analytics (As of 03/15/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.4 | 8.0 | 31.6 | 10.5 | 22.9 | 16.8 | 18.1 | 11.8 | 10.9 | 26.2 | -18.3 | 28.2 | 25.3 | 77.3 | -4.9 | 21.7 | 11.8 | 1.2 | 13.5 | 32.2 | 16.0 | 1.8 | 15.0 | 26.2 | -37.0 | 5.4 | 15.1 | 4.7 | 10.7 | 28.6 | -22.3 | -12.1 | -9.2 | 20.7 | 28.5 | 33.0 | 22.7 | 33.0 | 1.0 | 4.3 |
Sharpe Ratio | NA | 3.39 | 2.49 | 0.47 | 0.86 | 0.79 | NA | NA | 0.5 | 1.69 | -0.81 | 2.13 | 0.72 | 2.46 | -0.36 | 3.22 | 0.88 | 0.08 | 1.16 | 2.9 | 1.26 | 0.08 | 0.82 | 0.96 | -0.92 | 0.15 | 1.19 | 0.25 | 0.88 | 1.64 | -0.9 | -0.68 | -0.59 | 0.97 | 1.23 | 1.6 | 1.46 | 3.7 | -0.2 | 0.44 |
Draw Down(%) | NA | 1.7 | 10.0 | 24.5 | 31.7 | 31.7 | NA | NA | 55.3 | 10.0 | 24.5 | 5.1 | 31.7 | 6.6 | 19.6 | 2.6 | 10.3 | 12.0 | 7.3 | 5.6 | 9.6 | 18.8 | 15.6 | 27.2 | 47.7 | 9.9 | 7.5 | 7.0 | 7.5 | 13.8 | 33.1 | 29.2 | 16.5 | 11.9 | 19.2 | 10.9 | 7.4 | 3.5 | 8.4 | 3.6 |
Standard Deviation(%) | NA | 11.5 | 12.0 | 17.4 | 24.8 | 19.9 | NA | NA | 19.3 | 13.1 | 24.2 | 13.2 | 34.5 | 30.9 | 17.2 | 6.6 | 13.1 | 15.5 | 11.6 | 11.1 | 12.8 | 23.3 | 18.2 | 27.2 | 41.0 | 16.1 | 10.0 | 10.3 | 11.1 | 17.0 | 26.0 | 21.6 | 22.3 | 18.1 | 20.5 | 18.3 | 13.0 | 7.9 | 9.8 | 8.2 |
Treynor Ratio | NA | 0.39 | 0.3 | 0.08 | 0.22 | 0.16 | NA | NA | 0.1 | 0.22 | -0.2 | 0.29 | 0.25 | 0.71 | -0.06 | 0.22 | 0.12 | 0.01 | 0.14 | 0.32 | 0.16 | 0.02 | 0.15 | 0.26 | -0.38 | 0.02 | 0.12 | 0.03 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.03 | 0.02 | NA | NA | 0.02 | 0.0 | 0.0 | 0.01 | 0.02 | 0.13 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.99 | 0.99 | 0.98 | 0.99 | 0.99 | NA | NA | 0.99 | 0.99 | 0.97 | 0.98 | 0.98 | 1.07 | 1.0 | 0.96 | 0.99 | 1.0 | 0.99 | 1.0 | 0.99 | 0.99 | 1.0 | 1.0 | 1.0 | 1.01 | 0.98 | 1.0 | 0.99 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 1.0 | 1.0 | 0.98 | 0.67 | 0.74 | NA | NA | 0.62 | 1.0 | 0.98 | 0.97 | 0.97 | 0.15 | 1.0 | 0.96 | 1.0 | 1.0 | 0.95 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 0.92 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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