Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STT-PG (State Street Corporation) | -0.53% | 4.56% | 2.12% | -0.74% | 3.23% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/07/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STT-PG (State Street Corporation) | 04/07/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.44 | 4.56 | 2.12 | -0.74 | 3.23 | NA | NA | … | … | -0.53 | 1.37 | 4.66 | 6.64 | -13.42 | 3.43 | 8.96 | 22.67 | -7.32 | 13.76 | 0.84 |
| Sharpe Ratio | NA | 0.33 | -0.08 | -0.29 | 0.13 | NA | NA | … | … | -0.69 | -0.16 | 0.12 | 0.19 | -1.20 | 0.41 | 0.30 | 2.65 | -1.39 | 2.10 | 0.11 |
| Standard Deviation(%) | NA | 7.89 | 10.42 | 10.95 | 12.98 | NA | NA | … | … | 7.06 | 9.68 | 8.34 | 15.59 | 12.42 | 8.39 | 29.09 | 7.99 | 6.27 | 6.25 | 8.03 |
| Draw Down(%) | NA | 7.16 | 11.08 | 19.78 | 30.51 | NA | NA | … | … | 7.16 | 9.64 | 7.00 | 14.13 | 15.67 | 6.73 | 30.51 | 3.59 | 9.21 | 3.72 | 10.96 |
| Yield(%) | 1.56 | 6.11 | 5.54 | 4.52 | 5.03 | 3.52 | 2.64 | … | … | 2.98 | 5.57 | 5.62 | 5.63 | 4.68 | 4.67 | 4.73 | 5.48 | 4.89 | 5.25 | 3.51 |
Data as of 06/05/2026, Common starting date is 04/07/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STT-PG (State Street Corporation) |
-3.57%
Oct 2020 – Oct 2023 |
-0.69%
May 2021 – May 2026 |
3.29%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STT-PG (State Street Corporation) |
11.40%
Dec 2018 – Dec 2021 |
7.83%
Dec 2016 – Dec 2021 |
3.29%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart