Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSIMX (State Street Income VIS Fund) | -0.72% | 2.69% | 2.35% | -1.32% | 0.55% | 0.80% | 0.44% | … | … |
Data as of 06/04/2026, Common starting date is 01/03/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSIMX (State Street Income VIS Fund) | 01/03/1995 | 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.69 | 2.35 | -1.32 | 0.55 | 0.80 | 0.44 | … | … | -0.72 | 5.92 | -0.82 | 4.68 | -14.40 | -1.82 | 7.02 | 8.62 | -1.42 | 3.24 | 1.07 | -0.42 | 5.12 | -3.93 | 3.17 | 2.71 | 4.05 | 3.41 | -10.70 | -2.54 | -0.34 | -3.35 | -2.85 | -2.47 | 9.86 | 7.49 | 10.72 | -1.40 | 7.85 | 9.15 | 2.90 | 16.78 |
| Sharpe Ratio | NA | 0.19 | -0.09 | -0.59 | -0.20 | NA | NA | … | … | -0.98 | 0.62 | -0.70 | 0.13 | -2.02 | -0.53 | 1.30 | 2.32 | -1.04 | 0.98 | 0.25 | -0.13 | 2.34 | -1.04 | 0.97 | 0.52 | 0.97 | 0.53 | -1.44 | -0.72 | -0.70 | -0.90 | -0.53 | -0.44 | 2.26 | 1.16 | 1.88 | -1.16 | 1.21 | 1.64 | -0.16 | 3.59 |
| Standard Deviation(%) | NA | 4.06 | 6.09 | 6.43 | 5.20 | NA | NA | … | … | 4.09 | 4.95 | 6.31 | 8.14 | 7.86 | 3.47 | 5.18 | 3.08 | 2.70 | 2.66 | 3.35 | 3.56 | 2.18 | 3.81 | 3.24 | 5.13 | 4.07 | 6.22 | 8.04 | 7.95 | 5.40 | 6.20 | 7.29 | 7.20 | 3.85 | 4.39 | 3.45 | 4.11 | 3.61 | 3.32 | 4.64 | 3.60 |
| Draw Down(%) | NA | 3.63 | 7.52 | 20.30 | 20.36 | NA | NA | … | … | 3.63 | 2.92 | 5.30 | 9.25 | 18.13 | 3.53 | 7.65 | 1.82 | 3.39 | 1.65 | 5.35 | 2.96 | 0.94 | 4.75 | 2.50 | 4.23 | 4.67 | 4.41 | 12.89 | 8.14 | 5.15 | 5.81 | 6.80 | 7.42 | 2.00 | 3.80 | 2.85 | 4.15 | 2.68 | 2.20 | 4.67 | 1.77 |
| Yield(%) | 0.00 | 3.85 | 3.06 | 2.83 | 2.24 | 1.83 | 1.33 | … | … | 0.00 | 3.94 | 3.31 | 2.09 | 3.62 | 3.15 | 3.01 | 0.22 | 2.23 | 2.18 | 0.00 | 2.25 | 2.36 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/03/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSIMX (State Street Income VIS Fund) |
-6.51%
Oct 2020 – Oct 2023 |
-4.71%
Feb 2004 – Feb 2009 |
-1.61%
Jun 2003 – Jun 2013 |
-0.76%
May 2003 – May 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSIMX (State Street Income VIS Fund) |
10.33%
May 2000 – May 2003 |
7.53%
Aug 1996 – Aug 2001 |
5.24%
Feb 1995 – Feb 2005 |
2.60%
Feb 1995 – Feb 2010 |
Annualized Rolling Returns Comparison Chart
