Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSSVX (STATE STREET EQUITY 500 INDEX FUND CLASS A) | 10.68% | 27.48% | 21.98% | 13.58% | -4.34% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/18/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSSVX (STATE STREET EQUITY 500 INDEX FUND CLASS A) | 09/18/2014 | 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 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.45 | 27.48 | 21.98 | 13.58 | -4.34 | NA | NA | … | … | 10.68 | 17.32 | 24.44 | 25.71 | -18.53 | 27.93 | 17.79 | -79.59 | -4.68 | 23.35 | 10.96 | 0.80 | 2.79 |
| Sharpe Ratio | NA | 2.24 | 1.31 | 0.65 | -0.08 | NA | NA | … | … | 1.98 | 0.78 | 1.59 | 1.70 | -0.83 | 2.13 | 0.51 | -0.35 | -0.36 | 3.34 | 0.82 | 0.05 | 0.72 |
| Standard Deviation(%) | NA | 11.87 | 14.94 | 16.94 | 76.35 | NA | NA | … | … | 13.50 | 18.63 | 13.13 | 13.11 | 24.17 | 13.09 | 34.49 | 234.81 | 17.14 | 6.83 | 13.08 | 15.46 | 14.07 |
| Draw Down(%) | NA | 8.94 | 18.79 | 24.75 | 90.04 | NA | NA | … | … | 8.94 | 18.79 | 8.46 | 10.01 | 24.75 | 5.15 | 33.77 | 90.04 | 19.39 | 2.62 | 10.31 | 12.06 | 7.20 |
| Yield(%) | 0.00 | 1.15 | 1.56 | 1.75 | 3.92 | 2.93 | 2.19 | … | … | 0.00 | 1.18 | 1.45 | 1.65 | 1.35 | 2.91 | 16.20 | 5.03 | 4.41 | 8.29 | 1.33 | 1.38 | 1.70 |
Data as of 06/03/2026, Common starting date is 09/18/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSSVX (STATE STREET EQUITY 500 INDEX FUND CLASS A) |
-46.66%
Nov 2016 – Nov 2019 |
-30.25%
Oct 2014 – Oct 2019 |
-7.06%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSSVX (STATE STREET EQUITY 500 INDEX FUND CLASS A) |
27.93%
Nov 2019 – Nov 2022 |
25.88%
Nov 2019 – Nov 2024 |
-4.29%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart