Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
USSPX (S&P 500 INDEX FUND S&P 500 INDEX FUND-MEMBER SHARES) | 6.40% | 10.51% | 16.75% | 13.41% | 12.46% | 13.63% | 9.89% | 9.57% |
Data as of 07/08/2025, AR inception 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 | 07/08/2025 |
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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.47 | 10.51 | 16.75 | 13.41 | 12.46 | 13.63 | 9.89 | 9.57 | 6.40 | 21.99 | 25.89 | -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 | 0.45 | 0.84 | 0.67 | 0.59 | NA | NA | 0.41 | 0.50 | 1.19 | 1.66 | -0.88 | 1.59 | 0.53 | 2.39 | -0.35 | 3.07 | 0.91 | 0.00 | 1.30 | 2.94 | 1.24 | 0.08 | 0.81 | 0.96 | -0.93 | 0.15 | 1.23 | 0.25 | 0.79 | 1.66 | -0.89 | -0.68 | -0.61 | 0.98 | 1.23 | 1.60 | 2.02 |
Standard Deviation(%) | NA | 20.13 | 17.45 | 17.88 | 18.72 | NA | NA | 19.34 | 24.31 | 12.98 | 13.16 | 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 | 20.20 | 20.20 | 27.01 | 33.64 | NA | NA | 55.38 | 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 | 0.80 | 1.36 | 1.52 | 2.93 | 4.86 | 3.69 | 5.61 | 0.24 | 1.28 | 1.53 | 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 07/08/2025, AR inception 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 |
15.22%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart