Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSSYX (STATE STREET EQUITY 500 INDEX FUND CLASS K) | 8.42% | 25.78% | 21.59% | 13.38% | 42.32% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/18/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSSYX (STATE STREET EQUITY 500 INDEX FUND CLASS K) | 09/18/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.54 | 25.78 | 21.59 | 13.38 | 42.32 | NA | NA | … | … | 8.42 | 17.81 | 24.99 | 26.27 | -18.16 | 28.51 | 18.31 | 118.32 | 81.52 | 160.09 | 37.32 | 21.44 | 22.68 |
| Sharpe Ratio | NA | 1.90 | 1.24 | 0.64 | 1.01 | NA | NA | … | … | 1.31 | 0.81 | 1.69 | 1.75 | -0.81 | 2.18 | 0.52 | 2.24 | 1.20 | 2.10 | 1.52 | 0.86 | 2.90 |
| Standard Deviation(%) | NA | 12.19 | 14.84 | 16.90 | 40.33 | NA | NA | … | … | 13.92 | 18.61 | 12.66 | 13.08 | 24.17 | 13.09 | 34.47 | 52.11 | 67.37 | 76.56 | 24.39 | 24.83 | 36.06 |
| Draw Down(%) | NA | 8.88 | 18.74 | 24.49 | 33.77 | NA | NA | … | … | 8.88 | 18.74 | 8.44 | 9.91 | 24.49 | 5.11 | 33.77 | 6.63 | 19.35 | 2.57 | 10.31 | 11.98 | 7.26 |
| Yield(%) | 0.00 | 1.65 | 2.16 | 2.28 | 44.85 | 33.73 | 25.30 | … | … | 0.00 | 1.68 | 2.01 | 2.22 | 1.72 | 3.50 | 21.46 | 55.77 | 46.61 | 67.66 | 23.07 | 18.30 | 18.30 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| SSSYX (STATE STREET EQUITY 500 INDEX FUND CLASS K) |
7.56%
Dec 2019 – Dec 2022 |
12.01%
Mar 2021 – Mar 2026 |
40.93%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSSYX (STATE STREET EQUITY 500 INDEX FUND CLASS K) |
117.63%
Dec 2016 – Dec 2019 |
81.35%
Oct 2016 – Oct 2021 |
45.01%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart