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State Street Equity 500 Index A (SSSVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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412.18+1.05 (+0.26%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.58%
5-year average return14.73%
Number of years up7
Number of years down2
Best 1-yr total return (17 Jun 2024)30.78%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return30.78%
Worst 3-yr total return7.08%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSSSVXCategory
YTD11.09%5.31%
1-month4.91%-4.19%
3-month3.79%3.90%
1-year27.60%20.31%
3-year9.03%6.48%
5-year15.18%11.78%
10-year0.00%10.96%
Last bull market25.86%25.56%
Last bear market-16.18%-15.11%

Annual total return (%) history

Year
SSSVXCategory
2024
N/AN/A
2023
25.70%22.32%
2022
-18.52%-16.96%
2021
27.94%26.07%
2020
17.79%15.83%
2019
30.78%28.78%
2018
-4.72%-6.27%
2017
21.12%20.44%
2016
11.42%10.37%
2015
0.77%-1.07%
2014
N/A10.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.43%N/AN/AN/A
20237.36%8.63%-3.37%11.54%
2022-4.71%-16.18%-4.99%7.38%
20215.97%8.40%0.46%10.86%
2020-19.68%20.40%8.78%11.97%
201913.59%4.17%1.59%8.79%
2018-0.83%3.31%7.58%-13.55%
20175.89%2.91%4.39%6.47%
20161.24%2.35%3.71%3.69%
20150.81%0.15%-6.69%6.97%
20144.75%N/AN/AN/A

Rank in category (by total return)

YTD37
1-month31
3-month35
1-year49
3-year31
5-year40

Load adjusted returns

1-year20.90%
3-year7.09%
5-year13.94%
10-yearN/A