Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSSWX (STATE STREET EQUITY 500 INDEX FUND CLASS I) | 11.23% | 28.27% | 22.50% | 13.78% | -3.60% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/18/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSSWX (STATE STREET EQUITY 500 INDEX FUND CLASS I) | 09/18/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 28.27 | 22.50 | 13.78 | -3.60 | NA | NA | … | … | 11.23 | 17.66 | 24.89 | 26.03 | -18.32 | 28.25 | 18.07 | -78.53 | -4.41 | 23.92 | 11.30 | 1.05 | 2.81 |
| Sharpe Ratio | NA | 2.26 | 1.34 | 0.68 | -0.07 | NA | NA | … | … | 2.00 | 0.80 | 1.68 | 1.73 | -0.82 | 2.16 | 0.51 | -0.34 | -0.34 | 3.41 | 0.85 | 0.07 | 0.72 |
| Standard Deviation(%) | NA | 11.86 | 14.78 | 16.86 | 76.62 | NA | NA | … | … | 13.50 | 18.60 | 12.66 | 13.08 | 24.17 | 13.09 | 34.47 | 235.71 | 17.13 | 6.85 | 13.10 | 15.46 | 14.11 |
| Draw Down(%) | NA | 8.92 | 18.76 | 24.60 | 90.03 | NA | NA | … | … | 8.92 | 18.76 | 8.44 | 9.96 | 24.60 | 5.13 | 33.74 | 90.03 | 19.32 | 2.57 | 10.31 | 11.99 | 7.26 |
| Yield(%) | 0.00 | 1.52 | 1.99 | 2.09 | 4.47 | 3.34 | 2.51 | … | … | 0.00 | 1.55 | 1.91 | 1.97 | 1.56 | 3.24 | 19.12 | 5.77 | 4.64 | 8.89 | 1.62 | 1.63 | 1.77 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| SSSWX (STATE STREET EQUITY 500 INDEX FUND CLASS I) |
-46.43%
Nov 2016 – Nov 2019 |
-29.99%
Oct 2014 – Oct 2019 |
-6.33%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSSWX (STATE STREET EQUITY 500 INDEX FUND CLASS I) |
30.20%
Nov 2019 – Nov 2022 |
27.37%
Nov 2019 – Nov 2024 |
-3.55%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart