Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSMHX (State Street Small/Mid Cap Equity Index) | 14.33% | 29.99% | 20.77% | 7.47% | 12.49% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/13/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSMHX (State Street Small/Mid Cap Equity Index) | 08/13/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.39 | 29.99 | 20.77 | 7.47 | 12.49 | NA | NA | … | … | 14.33 | 12.90 | 17.19 | 25.21 | -25.43 | 13.08 | 32.46 | 27.98 | -9.07 | 18.20 | 16.46 | -6.02 |
| Sharpe Ratio | NA | 1.64 | 0.91 | 0.21 | 0.49 | NA | NA | … | … | 1.73 | 0.44 | 0.75 | 1.15 | -0.88 | 0.68 | 0.80 | 1.82 | -0.61 | 1.76 | 0.97 | -0.77 |
| Standard Deviation(%) | NA | 16.90 | 19.80 | 22.15 | 22.34 | NA | NA | … | … | 18.46 | 23.03 | 18.02 | 18.88 | 30.46 | 19.12 | 40.18 | 14.56 | 17.22 | 10.00 | 16.76 | 19.41 |
| Draw Down(%) | NA | 10.03 | 26.32 | 34.84 | 41.61 | NA | NA | … | … | 10.03 | 24.44 | 9.55 | 15.75 | 30.09 | 11.83 | 41.61 | 7.76 | 24.45 | 4.78 | 15.81 | 11.66 |
| Yield(%) | 0.00 | 7.57 | 6.28 | 5.67 | 118.32 | 76.87 | 57.65 | … | … | 0.00 | 7.49 | 6.62 | 1.93 | 1.68 | 15.73 | 74.77 | 4.51 | 5.43 | 4.52 | 1.99 | 0.69 |
Data as of 06/04/2026, Common starting date is 08/13/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSMHX (State Street Small/Mid Cap Equity Index) |
-1.77%
Apr 2021 – Apr 2024 |
5.06%
Sep 2018 – Sep 2023 |
11.08%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSMHX (State Street Small/Mid Cap Equity Index) |
24.22%
Dec 2018 – Dec 2021 |
19.96%
Feb 2016 – Feb 2021 |
12.87%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart