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State Street Equity 500 Index K (SSSYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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411.87+1.61 (+0.39%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.01%
5-year average return14.88%
Number of years up7
Number of years down2
Best 1-yr total return (23 Jun 2024)31.39%
Worst 1-yr total return (23 Jun 2024)N/A
Best 3-yr total return31.39%
Worst 3-yr total return7.56%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSSSYXCategory
YTD11.30%5.31%
1-month4.95%-4.19%
3-month3.91%3.90%
1-year28.17%20.31%
3-year9.52%6.48%
5-year15.71%11.78%
10-year0.00%10.96%
Last bull market26.09%25.56%
Last bear market-16.09%-15.11%

Annual total return (%) history

Year
SSSYXCategory
2024
N/AN/A
2023
26.26%22.32%
2022
-18.15%-16.96%
2021
28.51%26.07%
2020
18.32%15.83%
2019
31.39%28.78%
2018
-4.42%-6.27%
2017
21.61%20.44%
2016
11.89%10.37%
2015
1.25%-1.07%
2014
N/A10.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.55%N/AN/AN/A
20237.48%8.75%-3.26%11.67%
2022-4.61%-16.09%-4.89%7.50%
20216.08%8.52%0.57%10.99%
2020-19.59%20.52%8.91%12.10%
201913.70%4.21%1.72%9.02%
2018-0.69%3.40%7.66%-13.54%
20176.00%3.01%4.52%6.56%
20161.32%2.46%3.81%3.82%
20150.91%0.27%-6.58%7.11%
20144.87%N/AN/AN/A

Rank in category (by total return)

YTD30
1-month26
3-month27
1-year35
3-year21
5-year23

Load adjusted returns

1-year28.17%
3-year9.52%
5-year15.71%
10-yearN/A