Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSMKX (State Street Small/Mid Cap Equity Index) | 14.32% | 29.84% | 20.72% | 7.30% | nan% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/11/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSMKX (State Street Small/Mid Cap Equity Index) | 08/11/2015 | 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 | 29.84 | 20.72 | 7.30 | nan | NA | NA | … | … | 14.32 | 12.77 | 17.20 | 25.20 | -25.49 | 12.38 | 32.41 | -172.61 | -9.01 | 21.02 | 16.20 | -6.38 |
| Sharpe Ratio | NA | 1.63 | 0.91 | 0.21 | NA | NA | NA | … | … | 1.73 | 0.43 | 0.75 | 1.15 | -0.89 | 0.65 | 0.80 | NA | -0.60 | 2.03 | 0.95 | -0.80 |
| Standard Deviation(%) | NA | 16.89 | 19.80 | 22.13 | NA | NA | NA | … | … | 18.45 | 23.02 | 18.02 | 18.89 | 30.47 | 19.13 | 40.21 | NA | 17.28 | 10.07 | 16.83 | 19.30 |
| Draw Down(%) | NA | 0.10 | 1.25 | 4.88 | 221.43 | NA | NA | … | … | 1.69 | 5.32 | 2.41 | 0.63 | 4.88 | 1.42 | 10.44 | 159.36 | 24.44 | 4.77 | 16.02 | 11.66 |
| Yield(%) | 0.00 | 5.52 | 4.27 | 5.40 | 7.65 | 4.98 | 3.74 | … | … | 0.00 | 5.46 | 2.46 | 3.14 | 10.83 | 10.08 | 38.17 | 6.96 | 3.20 | 8.78 | 1.51 | 0.63 |
Data as of 06/04/2026, Common starting date is 08/11/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSMKX (State Street Small/Mid Cap Equity Index) |
-58.77%
Nov 2016 – Nov 2019 |
5.00%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSMKX (State Street Small/Mid Cap Equity Index) |
21.49%
May 2023 – May 2026 |
15.62%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart