Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USSPX (S&P 500 INDEX FUND S&P 500 INDEX FUND-MEMBER SHARES) | 11.59% | 28.40% | 22.83% | 12.59% | 14.68% | 13.96% | 10.91% | … | … |
Data as of 06/04/2026, Common starting date is 04/30/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USSPX (S&P 500 INDEX FUND S&P 500 INDEX FUND-MEMBER SHARES) | 04/30/1996 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.47 | 28.40 | 22.83 | 12.59 | 14.68 | 13.96 | 10.91 | … | … | 11.59 | 17.63 | 25.04 | 26.99 | -20.42 | 22.54 | 18.69 | 31.19 | -4.65 | 20.96 | 12.22 | 0.08 | 14.58 | 32.03 | 15.75 | 1.82 | 14.81 | 26.27 | -37.13 | 5.32 | 15.53 | 4.77 | 9.75 | 28.94 | -21.94 | -12.09 | -9.27 | 20.67 | 28.62 | 33.03 | 16.90 |
| Sharpe Ratio | NA | 2.25 | 1.35 | 0.59 | 0.71 | NA | NA | … | … | 2.03 | 0.79 | 1.67 | 1.78 | -0.89 | 1.59 | 0.53 | 2.38 | -0.36 | 3.07 | 0.91 | 0.00 | 1.30 | 2.94 | 1.24 | 0.08 | 0.81 | 0.96 | -0.93 | 0.14 | 1.22 | 0.24 | 0.79 | 1.66 | -0.89 | -0.69 | -0.61 | 0.97 | 1.23 | 1.59 | 2.01 |
| Standard Deviation(%) | NA | 11.96 | 14.95 | 17.28 | 18.30 | NA | NA | … | … | 13.60 | 18.82 | 12.81 | 13.22 | 24.77 | 14.18 | 34.65 | 12.48 | 17.01 | 6.65 | 13.25 | 16.11 | 11.22 | 10.90 | 12.76 | 23.23 | 18.09 | 27.17 | 40.77 | 16.05 | 9.99 | 10.30 | 11.14 | 17.03 | 25.94 | 21.43 | 22.08 | 17.88 | 20.53 | 18.34 | 11.16 |
| Draw Down(%) | NA | 8.92 | 19.11 | 27.01 | 33.64 | NA | NA | … | … | 8.92 | 19.11 | 8.61 | 9.95 | 25.26 | 6.96 | 33.64 | 6.64 | 19.42 | 2.61 | 10.28 | 12.03 | 7.31 | 5.62 | 9.60 | 18.74 | 15.68 | 27.23 | 47.82 | 9.89 | 7.49 | 7.03 | 7.60 | 13.25 | 33.06 | 29.14 | 16.00 | 11.86 | 19.13 | 10.74 | 7.39 |
| Yield(%) | 0.00 | 4.59 | 4.48 | 3.02 | 4.61 | 5.96 | 4.99 | … | … | 0.21 | 4.69 | 4.40 | 2.59 | 1.11 | 1.23 | 1.50 | 6.20 | 2.79 | 1.90 | 2.59 | 1.87 | 1.85 | 1.98 | 7.64 | 1.92 | 1.76 | 2.14 | 1.78 | 1.84 | 1.78 | 1.69 | 0.99 | 2.20 | 1.49 | 1.22 | 4.00 | 1.59 | 1.37 | 1.82 | 1.15 |
Data as of 06/04/2026, Common starting date is 04/30/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USSPX (S&P 500 INDEX FUND S&P 500 INDEX FUND-MEMBER SHARES) |
-15.99%
Mar 2000 – Mar 2003 |
-6.96%
Feb 2004 – Feb 2009 |
-3.62%
Feb 1999 – Feb 2009 |
3.54%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USSPX (S&P 500 INDEX FUND S&P 500 INDEX FUND-MEMBER SHARES) |
29.55%
Jul 1996 – Jul 1999 |
22.65%
Feb 2009 – Feb 2014 |
16.39%
Feb 2009 – Feb 2019 |
15.29%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart