Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSFRX (State Street Equity 500 Index Fund Class) | 11.06% | 27.74% | 21.94% | 13.29% | -4.90% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/21/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSFRX (State Street Equity 500 Index Fund Class) | 08/21/2014 | 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 (%) | 0.30 | 27.74 | 21.94 | 13.29 | -4.90 | NA | NA | … | … | 11.06 | 17.10 | 24.24 | 25.52 | -18.65 | 27.74 | 17.63 | -80.16 | -5.00 | 20.95 | 11.26 | 0.59 | 3.80 |
| Sharpe Ratio | NA | 2.22 | 1.31 | 0.65 | -0.09 | NA | NA | … | … | 1.96 | 0.77 | 1.63 | 1.69 | -0.83 | 2.12 | 0.50 | -0.35 | -0.37 | 3.06 | 0.84 | 0.04 | 0.85 |
| Standard Deviation(%) | NA | 11.86 | 14.78 | 16.86 | 76.21 | NA | NA | … | … | 13.50 | 18.61 | 12.66 | 13.08 | 24.15 | 13.09 | 34.49 | 234.37 | 17.10 | 6.66 | 13.11 | 15.44 | 12.75 |
| Draw Down(%) | NA | 8.98 | 18.81 | 24.84 | 90.05 | NA | NA | … | … | 8.98 | 18.81 | 8.47 | 10.05 | 24.84 | 5.16 | 33.80 | 90.05 | 19.49 | 2.63 | 10.32 | 12.03 | 7.23 |
| Yield(%) | 0.00 | 0.94 | 1.33 | 1.54 | 3.43 | 2.59 | 1.94 | … | … | 0.00 | 0.96 | 1.24 | 1.46 | 1.23 | 2.72 | 14.48 | 4.79 | 4.11 | 6.04 | 1.62 | 1.23 | 1.38 |
Data as of 06/04/2026, Common starting date is 08/21/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSFRX (State Street Equity 500 Index Fund Class) |
-47.04%
Nov 2016 – Nov 2019 |
-30.59%
Oct 2014 – Oct 2019 |
-7.59%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSFRX (State Street Equity 500 Index Fund Class) |
26.66%
Nov 2019 – Nov 2022 |
25.05%
Nov 2019 – Nov 2024 |
-4.85%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart