Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSEYX (STATE STREET EQUITY 500 INDEX II PORTFOLIO STATE STREET EQUITY 500 INDEX II PORTFOLIO) | 11.35% | 28.54% | 22.69% | 13.98% | -9.09% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/14/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSEYX (STATE STREET EQUITY 500 INDEX II PORTFOLIO STATE STREET EQUITY 500 INDEX II PORTFOLIO) | 08/14/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 28.54 | 22.69 | 13.98 | -9.09 | NA | NA | … | … | 11.35 | 17.83 | 25.01 | 26.29 | -18.18 | 28.58 | 18.28 | -88.01 | -4.55 | 21.71 | 12.18 | 1.23 | 6.10 |
| Sharpe Ratio | NA | 2.28 | 1.36 | 0.69 | -0.11 | NA | NA | … | … | 2.02 | 0.81 | 1.69 | 1.75 | -0.81 | 2.18 | 0.52 | -0.29 | -0.35 | 3.16 | 0.91 | 0.08 | 1.35 |
| Standard Deviation(%) | NA | 11.86 | 14.78 | 16.87 | 98.45 | NA | NA | … | … | 13.50 | 18.61 | 12.66 | 13.08 | 24.17 | 13.10 | 34.49 | 306.18 | 17.13 | 6.70 | 13.09 | 15.45 | 12.47 |
| Draw Down(%) | NA | 8.88 | 18.74 | 24.52 | 95.01 | NA | NA | … | … | 8.88 | 18.74 | 8.44 | 9.91 | 24.52 | 5.11 | 33.75 | 95.01 | 19.46 | 2.55 | 10.27 | 11.98 | 7.20 |
| Yield(%) | 0.00 | 1.87 | 2.28 | 2.20 | 4.44 | 3.50 | 2.63 | … | … | 0.00 | 1.91 | 2.38 | 1.82 | 1.25 | 3.16 | 82.17 | 3.02 | 5.28 | 6.15 | 2.55 | 3.40 | 1.60 |
Data as of 06/04/2026, Common starting date is 08/14/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSEYX (STATE STREET EQUITY 500 INDEX II PORTFOLIO STATE STREET EQUITY 500 INDEX II PORTFOLIO) |
-57.70%
Nov 2016 – Nov 2019 |
-39.17%
Oct 2014 – Oct 2019 |
-11.65%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSEYX (STATE STREET EQUITY 500 INDEX II PORTFOLIO STATE STREET EQUITY 500 INDEX II PORTFOLIO) |
35.33%
Nov 2019 – Nov 2022 |
30.44%
Nov 2019 – Nov 2024 |
-9.04%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart