Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSSEX (State Street Small-Cap Equity V.I.S. Fun) | 9.11% | 14.43% | 10.01% | 3.54% | 8.39% | 5.59% | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/09/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSSEX (State Street Small-Cap Equity V.I.S. Fun) | 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 (%) | 0.08 | 14.43 | 10.01 | 3.54 | 8.39 | 5.59 | NA | … | … | 9.11 | -0.30 | 10.20 | 13.66 | -15.40 | 20.85 | 14.53 | 26.12 | -9.70 | 12.71 | 18.03 | -15.22 | -11.50 | 21.62 | 4.05 | 3.13 | 27.27 | 30.88 | -38.54 | -19.24 |
| Sharpe Ratio | NA | 0.70 | 0.37 | 0.05 | 0.33 | NA | NA | … | … | 1.14 | -0.14 | 0.37 | 0.56 | -0.66 | 1.13 | 0.38 | 1.59 | -0.65 | 1.09 | 0.98 | -0.79 | -0.55 | 1.23 | 0.21 | 0.10 | 1.32 | 1.01 | -0.92 | -1.06 |
| Standard Deviation(%) | NA | 17.05 | 19.21 | 20.35 | 21.18 | NA | NA | … | … | 17.59 | 22.11 | 17.73 | 18.14 | 25.51 | 18.43 | 37.65 | 15.53 | 17.03 | 11.15 | 18.18 | 19.21 | 20.90 | 17.51 | 19.04 | 29.95 | 20.61 | 30.47 | 42.72 | 42.17 |
| Draw Down(%) | NA | 11.07 | 26.04 | 26.87 | 41.54 | NA | NA | … | … | 11.07 | 23.39 | 8.16 | 16.39 | 24.55 | 9.29 | 41.54 | 9.02 | 25.65 | 5.74 | 14.02 | 21.24 | 16.53 | 11.08 | 12.00 | 25.48 | 15.64 | 27.59 | 52.43 | 24.78 |
| Yield(%) | 0.00 | 12.20 | 10.17 | 8.38 | 9.23 | 6.22 | 4.04 | … | … | 0.00 | 11.63 | 8.98 | 9.77 | 4.87 | 19.00 | 3.13 | 9.01 | 13.70 | 10.39 | 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 |
|---|---|---|---|---|
| SSSEX (State Street Small-Cap Equity V.I.S. Fun) |
-11.60%
Sep 2007 – Sep 2010 |
-3.27%
Mar 2015 – Mar 2020 |
0.09%
Oct 2007 – Oct 2017 |
1.63%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSSEX (State Street Small-Cap Equity V.I.S. Fun) |
31.48%
Feb 2009 – Feb 2012 |
21.31%
Feb 2009 – Feb 2014 |
10.65%
Feb 2009 – Feb 2019 |
9.77%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart