Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SHE (SPDR® SSGA Gender Diversity Index ETF) 19.18% 30.46% 22.89% 10.81% 12.89% NA NA
Data as of 06/15/2026, Common starting date is 03/08/2016
More Performance Analytics Comparison
Name Start Date End Date
SHE (SPDR® SSGA Gender Diversity Index ETF) 03/08/2016 06/15/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
Annualized Return (%) 2.04 30.46 22.89 10.81 12.89 NA NA 19.18 15.49 23.35 22.39 -21.74 15.18 17.93 23.63 -3.48 19.56 12.03
Sharpe Ratio NA 1.92 1.38 0.46 0.61 NA NA 2.60 0.75 1.57 1.47 -0.91 1.04 0.52 1.84 -0.31 2.79 1.27
Standard Deviation(%) NA 13.38 14.45 17.28 18.10 NA NA 15.89 16.96 12.60 12.84 25.61 14.60 34.15 12.03 15.81 6.81 11.51
Draw Down(%) NA 8.55 17.07 31.69 35.80 NA NA 8.55 17.07 8.74 9.04 28.05 9.88 35.80 6.56 18.23 3.09 5.83
Yield(%) 0.00 1.37 1.77 1.38 3.57 2.50 1.88 0.61 1.35 1.40 1.66 1.19 1.15 1.43 2.31 6.63 6.06 6.74
Data as of 06/15/2026, Common starting date is 03/08/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SHE (SPDR® SSGA Gender Diversity Index ETF) 1.08%
Sep 2019 – Sep 2022
4.33%
Sep 2017 – Sep 2022
11.79%
Apr 2016 – Apr 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SHE (SPDR® SSGA Gender Diversity Index ETF) 25.17%
May 2023 – May 2026
16.09%
Oct 2016 – Oct 2021
12.81%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return