Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSMLX (State Street Small/Mid Cap Equity Index) | 12.93% | 28.32% | 20.12% | 7.05% | nan% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/16/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSMLX (State Street Small/Mid Cap Equity Index) | 10/16/2015 | 06/03/2026 |
| 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 (%) | 1.20 | 28.32 | 20.12 | 7.05 | nan | NA | NA | … | … | 12.93 | 12.67 | 17.11 | 24.94 | -25.64 | 12.15 | 32.13 | -197.90 | -9.05 | 21.02 | 15.95 | -1.75 |
| Sharpe Ratio | NA | 1.62 | 0.90 | 0.20 | NA | NA | NA | … | … | 1.71 | 0.43 | 0.75 | 1.14 | -0.89 | 0.63 | 0.79 | NA | -0.61 | 2.02 | 0.93 | -0.53 |
| Standard Deviation(%) | NA | 16.89 | 19.81 | 22.13 | NA | NA | NA | … | … | 18.46 | 23.03 | 18.02 | 18.89 | 30.47 | 19.13 | 40.28 | NA | 17.17 | 10.10 | 16.85 | 15.55 |
| Draw Down(%) | NA | 0.10 | 1.25 | 4.88 | 262.04 | NA | NA | … | … | 1.73 | 5.33 | 2.40 | 0.63 | 4.88 | 1.42 | 10.54 | 180.03 | 24.39 | 4.86 | 16.20 | 6.62 |
| Yield(%) | 0.00 | 5.45 | 4.12 | 5.32 | 7.54 | 5.10 | 3.82 | … | … | 0.00 | 5.39 | 2.35 | 2.89 | 10.69 | 9.85 | 32.86 | 6.81 | 3.16 | 8.78 | 1.51 | 0.66 |
Data as of 06/03/2026, Common starting date is 10/16/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSMLX (State Street Small/Mid Cap Equity Index) |
-58.78%
Nov 2016 – Nov 2019 |
4.84%
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 |
|---|---|---|---|---|
| SSMLX (State Street Small/Mid Cap Equity Index) |
21.34%
May 2023 – May 2026 |
15.43%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart