Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SSSPX (State Street S&P 500 Index VIS Fund) 8.24% 25.39% 21.21% 13.07% 14.30% 12.96% NA
Data as of 06/05/2026, Common starting date is 08/09/2007
More Performance Analytics Comparison
Name Start Date End Date
SSSPX (State Street S&P 500 Index VIS Fund) 08/09/2007 06/05/2026
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 (%) -2.57 25.39 21.21 13.07 14.30 12.96 NA 8.24 17.48 24.49 25.98 -18.37 28.47 18.02 31.05 -4.64 21.50 5.70 -1.20 11.48 29.81 13.36 -0.27 12.87 23.87 -39.67 -1.52
Sharpe Ratio NA 2.24 1.33 0.67 0.73 NA NA 1.98 0.79 1.64 1.72 -0.82 2.17 0.55 2.36 -0.35 3.13 0.38 -0.08 1.00 2.67 1.03 -0.01 0.70 0.87 -0.98 -0.31
Standard Deviation(%) NA 11.88 14.81 16.90 17.72 NA NA 13.53 18.64 12.69 13.09 24.22 13.14 31.94 12.52 17.13 6.69 14.57 15.55 11.48 11.16 12.98 23.72 18.19 27.39 41.16 20.37
Draw Down(%) NA 8.97 18.77 24.64 33.89 NA NA 8.97 18.77 8.46 9.95 24.64 5.15 33.89 6.64 19.47 2.61 10.32 12.09 7.35 5.64 9.65 18.83 15.72 27.32 48.04 9.93
Yield(%) 0.00 8.95 9.55 9.31 10.85 11.82 7.58 0.00 9.10 11.75 5.70 11.90 13.28 10.58 8.82 8.65 6.11 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/05/2026, 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
SSSPX (State Street S&P 500 Index VIS Fund) -10.18%
Sep 2007 – Sep 2010
-2.45%
Oct 2007 – Oct 2012
4.39%
Sep 2007 – Sep 2017
5.88%
Sep 2007 – Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SSSPX (State Street S&P 500 Index VIS Fund) 25.72%
Dec 2018 – Dec 2021
20.43%
Feb 2009 – Feb 2014
14.71%
Dec 2011 – Dec 2021
14.28%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return