Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| STBIX (STATE STREET EQUITY 500 INDEX FUND SERVICE SHARES) | 4.93% | 13.27% | 17.23% | 16.01% | -6.23% | 0.76% | 0.53% | 2.30% |
Data as of 06/26/2025, AR inception is 03/10/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STBIX (STATE STREET EQUITY 500 INDEX FUND SERVICE SHARES) | 03/10/2003 | 06/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.90 | 13.27 | 17.23 | 16.01 | -6.23 | 0.76 | 0.53 | 2.30 | 4.93 | 24.68 | 25.54 | -19.22 | 26.45 | 17.72 | -79.02 | -4.62 | 21.33 | 11.66 | 1.01 | 13.24 | 31.98 | 15.64 | 1.66 | 14.71 | 26.16 | -36.89 | 5.16 | 15.36 | 4.55 | 10.58 | 35.67 |
| Sharpe Ratio | NA | 0.35 | 0.87 | 0.72 | -0.10 | NA | NA | 0.02 | 0.05 | 1.43 | 1.64 | -0.85 | 2.00 | 0.50 | -0.34 | -0.35 | 3.09 | 0.88 | 0.06 | 1.17 | 2.89 | 1.23 | 0.07 | 0.81 | 0.96 | -0.92 | 0.14 | 1.21 | 0.23 | 0.87 | 2.78 |
| Standard Deviation(%) | NA | 19.73 | 17.37 | 17.51 | 76.57 | NA | NA | 53.25 | 24.78 | 12.66 | 13.07 | 24.20 | 13.19 | 34.51 | 235.32 | 17.10 | 6.72 | 13.08 | 15.42 | 11.27 | 11.06 | 12.74 | 23.33 | 18.07 | 27.19 | 41.17 | 16.07 | 10.07 | 10.30 | 11.10 | 16.03 |
| Draw Down(%) | NA | 18.77 | 18.77 | 25.57 | 90.03 | NA | NA | 90.03 | 18.77 | 8.45 | 9.97 | 24.63 | 5.13 | 33.76 | 90.03 | 19.41 | 2.58 | 10.32 | 12.01 | 7.27 | 5.62 | 9.66 | 18.86 | 15.69 | 27.23 | 47.63 | 9.92 | 7.48 | 7.13 | 7.60 | 5.20 |
| Yield(%) | 0.00 | 1.46 | 1.43 | 1.77 | 3.32 | 5.16 | 3.95 | 5.37 | 0.00 | 1.69 | 1.48 | 0.67 | 1.43 | 15.36 | 5.26 | 4.44 | 6.47 | 2.02 | 1.58 | 1.92 | 1.96 | 2.08 | 1.75 | 1.67 | 1.95 | 1.78 | 1.79 | 1.68 | 1.56 | 2.33 | 1.22 |
Data as of 06/26/2025, AR inception is 03/10/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STBIX (STATE STREET EQUITY 500 INDEX FUND SERVICE SHARES) |
-46.85%
Nov 2016 - Nov 2019 |
-30.33%
Oct 2014 - Oct 2019 |
-10.19%
Nov 2009 - Nov 2019 |
-6.77%
Nov 2004 - Nov 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STBIX (STATE STREET EQUITY 500 INDEX FUND SERVICE SHARES) |
28.60%
Nov 2019 - Nov 2022 |
26.02%
Nov 2019 - Nov 2024 |
16.28%
Feb 2009 - Feb 2019 |
9.32%
Sep 2003 - Sep 2018 |
Annualized Rolling Returns Comparison Chart