Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SVSPX (SSGA S&P 500 INDEX FUND CLASS N) | 11.28% | 28.46% | 22.60% | 13.84% | 19.58% | 17.23% | 13.29% | … | … |
Data as of 06/04/2026, Common starting date is 04/01/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SVSPX (SSGA S&P 500 INDEX FUND CLASS N) | 04/01/1993 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 28.46 | 22.60 | 13.84 | 19.58 | 17.23 | 13.29 | … | … | 11.28 | 17.75 | 24.90 | 26.21 | -18.31 | 28.38 | 25.30 | 77.31 | -4.87 | 21.71 | 11.76 | 1.24 | 13.55 | 32.16 | 16.03 | 1.85 | 14.96 | 26.20 | -37.02 | 5.40 | 15.10 | 4.72 | 10.74 | 28.58 | -22.33 | -12.07 | -9.18 | 20.72 | 28.54 | 33.04 | 22.66 | 33.04 | 1.04 | 4.28 |
| Sharpe Ratio | NA | 2.27 | 1.35 | 0.68 | 0.89 | NA | NA | … | … | 2.00 | 0.80 | 1.68 | 1.74 | -0.82 | 2.16 | 0.72 | 2.46 | -0.37 | 3.21 | 0.88 | 0.08 | 1.16 | 2.90 | 1.26 | 0.08 | 0.82 | 0.96 | -0.92 | 0.14 | 1.17 | 0.24 | 0.88 | 1.64 | -0.90 | -0.68 | -0.60 | 0.96 | 1.22 | 1.59 | 1.44 | 3.68 | -0.21 | 0.43 |
| Standard Deviation(%) | NA | 11.88 | 14.82 | 16.91 | 20.19 | NA | NA | … | … | 13.52 | 18.66 | 12.69 | 13.12 | 24.23 | 13.15 | 34.52 | 30.85 | 17.17 | 6.58 | 13.12 | 15.52 | 11.62 | 11.09 | 12.75 | 23.33 | 18.15 | 27.18 | 40.96 | 16.05 | 10.01 | 10.26 | 11.09 | 17.02 | 25.99 | 21.55 | 22.33 | 18.10 | 20.49 | 18.33 | 13.04 | 7.90 | 9.78 | 8.24 |
| Draw Down(%) | NA | 8.92 | 18.79 | 24.59 | 31.68 | NA | NA | … | … | 8.92 | 18.79 | 8.48 | 9.99 | 24.59 | 5.14 | 31.68 | 6.61 | 19.59 | 2.59 | 10.31 | 12.04 | 7.32 | 5.61 | 9.61 | 18.81 | 15.64 | 27.22 | 47.72 | 9.90 | 7.52 | 7.04 | 7.47 | 13.78 | 33.11 | 29.16 | 16.53 | 11.91 | 19.22 | 10.91 | 7.43 | 3.45 | 8.42 | 3.60 |
| Yield(%) | 0.00 | 8.84 | 11.15 | 9.54 | 57.47 | 60.84 | 46.72 | … | … | 0.25 | 9.02 | 10.78 | 13.92 | 7.74 | 13.54 | 96.45 | 40.15 | 11.07 | 5.67 | 9.01 | 3.94 | 3.25 | 3.74 | 3.84 | 1.92 | 1.85 | 2.26 | 1.86 | 1.63 | 1.61 | 1.78 | 1.86 | 1.71 | 1.06 | 1.28 | 5.68 | 4.52 | 13.79 | 6.53 | 7.23 | 2.98 | 2.82 | 1.92 |
Data as of 06/04/2026, Common starting date is 04/01/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVSPX (SSGA S&P 500 INDEX FUND CLASS N) |
-16.22%
Mar 2000 – Mar 2003 |
-6.82%
Feb 2004 – Feb 2009 |
-3.61%
Feb 1999 – Feb 2009 |
3.58%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVSPX (SSGA S&P 500 INDEX FUND CLASS N) |
41.82%
Dec 2018 – Dec 2021 |
27.51%
Oct 2016 – Oct 2021 |
20.71%
Sep 2011 – Sep 2021 |
18.63%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
