Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPXKX (S&P 500 INDEX FUND K SHARES) | 10.74% | 27.28% | 21.60% | 11.22% | 13.03% | 12.67% | 9.89% | … | … |
Data as of 06/04/2026, Common starting date is 10/20/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPXKX (S&P 500 INDEX FUND K SHARES) | 10/20/2003 | 06/04/2026 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | 27.28 | 21.60 | 11.22 | 13.03 | 12.67 | 9.89 | … | … | 10.74 | 16.89 | 23.91 | 25.14 | -21.39 | 21.78 | 9.14 | 30.23 | -5.16 | 22.66 | 11.35 | 0.59 | 12.73 | 31.31 | 15.00 | 1.78 | 14.16 | 25.62 | -36.78 | 4.62 | 14.81 | 4.15 | 10.06 | 6.71 |
| Sharpe Ratio | NA | 2.18 | 1.28 | 0.52 | 0.62 | NA | NA | … | … | 1.90 | 0.76 | 1.60 | 1.66 | -0.96 | 1.50 | 0.25 | 2.29 | -0.38 | 3.16 | 0.86 | 0.04 | 1.12 | 2.84 | 1.18 | 0.08 | 0.78 | 0.95 | -0.93 | 0.09 | 1.14 | 0.18 | 0.82 | 3.59 |
| Standard Deviation(%) | NA | 11.82 | 14.77 | 17.03 | 18.35 | NA | NA | … | … | 13.43 | 18.60 | 12.67 | 13.08 | 23.96 | 14.50 | 35.49 | 12.53 | 17.15 | 6.99 | 12.98 | 15.50 | 11.37 | 11.01 | 12.73 | 23.21 | 18.05 | 26.82 | 40.57 | 16.00 | 10.02 | 10.25 | 11.09 | 10.61 |
| Draw Down(%) | NA | 8.99 | 18.82 | 26.87 | 33.87 | NA | NA | … | … | 8.99 | 18.82 | 8.48 | 10.09 | 24.98 | 8.33 | 33.87 | 6.76 | 19.61 | 2.73 | 10.24 | 12.11 | 7.34 | 5.59 | 9.68 | 18.63 | 15.64 | 27.03 | 47.37 | 10.00 | 7.53 | 7.07 | 7.71 | 2.34 |
| Yield(%) | 0.00 | 3.43 | 9.16 | 5.40 | 6.80 | 8.16 | 6.61 | … | … | 0.00 | 3.60 | 14.99 | 9.12 | 0.70 | 0.63 | 0.73 | 10.53 | 1.89 | 4.65 | 2.76 | 3.53 | 1.84 | 3.36 | 1.17 | 1.29 | 1.49 | 1.66 | 1.29 | 1.16 | 1.15 | 1.02 | 1.07 | 0.06 |
Data as of 06/04/2026, Common starting date is 10/20/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPXKX (S&P 500 INDEX FUND K SHARES) |
-15.40%
Feb 2006 – Feb 2009 |
-7.10%
Feb 2004 – Feb 2009 |
5.77%
Feb 2006 – Feb 2016 |
6.53%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPXKX (S&P 500 INDEX FUND K SHARES) |
24.63%
Feb 2009 – Feb 2012 |
22.04%
Feb 2009 – Feb 2014 |
15.96%
Feb 2009 – Feb 2019 |
14.06%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart