Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSRSX (State Street Real Estate Securities VIS) | 14.26% | 16.73% | 12.65% | 5.11% | 5.04% | 4.58% | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/09/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSRSX (State Street Real Estate Securities VIS) | 08/09/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.15 | 16.73 | 12.65 | 5.11 | 5.04 | 4.58 | NA | … | … | 14.26 | 1.97 | 10.44 | 13.52 | -24.93 | 42.31 | -5.22 | 26.14 | -5.71 | 5.84 | -6.99 | -9.77 | 16.25 | -4.45 | 14.59 | 8.43 | 26.99 | 30.19 | -40.52 | -45.40 |
| Sharpe Ratio | NA | 1.08 | 0.62 | 0.17 | 0.16 | NA | NA | … | … | 2.61 | -0.05 | 0.43 | 0.48 | -1.06 | 2.70 | -0.13 | 1.96 | -0.43 | 0.52 | -0.31 | -0.44 | 1.02 | -0.26 | 1.08 | 0.28 | 0.98 | 0.46 | -0.55 | -0.88 |
| Standard Deviation(%) | NA | 13.26 | 16.99 | 19.11 | 21.63 | NA | NA | … | … | 14.01 | 17.55 | 15.86 | 20.57 | 24.90 | 15.66 | 42.77 | 12.58 | 16.57 | 10.05 | 22.98 | 22.09 | 15.83 | 17.18 | 13.64 | 30.03 | 27.44 | 65.95 | 74.87 | 92.58 |
| Draw Down(%) | NA | 7.74 | 18.90 | 31.70 | 43.36 | NA | NA | … | … | 7.74 | 15.85 | 10.02 | 20.02 | 31.63 | 7.22 | 43.36 | 6.54 | 13.51 | 5.92 | 23.50 | 17.44 | 11.79 | 19.54 | 8.94 | 23.02 | 16.35 | 39.63 | 63.72 | 51.81 |
| Yield(%) | 0.00 | 2.45 | 2.43 | 7.41 | 5.68 | 4.54 | 2.01 | … | … | 0.00 | 2.47 | 1.84 | 2.44 | 12.03 | 26.81 | 1.75 | 10.32 | 3.86 | 6.17 | 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 08/09/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSRSX (State Street Real Estate Securities VIS) |
-21.69%
Sep 2007 – Sep 2010 |
-9.26%
Oct 2007 – Oct 2012 |
-5.06%
Oct 2007 – Oct 2017 |
-2.19%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSRSX (State Street Real Estate Securities VIS) |
41.14%
Feb 2009 – Feb 2012 |
26.08%
Feb 2009 – Feb 2014 |
12.29%
Feb 2009 – Feb 2019 |
9.72%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
