Nasdaq - Delayed Quote USD
State Street Balanced Index K (SSBIX)
12.61
-0.06
(-0.47%)
At close: 8:02:14 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -1.87% |
| 5y Average Return | 0.00% |
| Number of Years Up | 1 |
| Number of Years Down | -- |
| Best 1Y Total Return (May 1, 2025) | 13.99% |
| Worst 1Y Total Return (May 1, 2025) | -- |
| Best 3Y Total Return | 13.99% |
| Worst 3Y Total Return | -- |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
SSBIX
Category
- YTD
- -1.80%
- 9.69%
- 1-Month
- -3.45%
- 0.91%
- 3-Month
- -1.80%
- 5.21%
- 1-Year
- 5.95%
- 27.06%
- 3-Year
- 0.00%
- 11.00%
- 5-Year
- 0.00%
- 10.26%
- 10-Year
- 0.00%
- 8.34%
- Last Bull Market
- 14.77%
- 15.58%
- Last Bear Market
- 0.00%
- -12.16%
Annual Total Return (%) History
Year
SSBIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -1.80% | -- | -- | -- |
| 2024 | 5.66% | 2.09% | 5.33% | 0.32% |
Rank in Category (By Total Return)
| YTD | 77 |
| 1-Month | 75 |
| 3-Month | 77 |
| 1-Year | 32 |
| 3-Year | -- |
| 5-Year | -- |
Load Adjusted Returns
| 1-Year | 5.95% |
| 3-Year | -- |
| 5-Year | -- |
| 10-Year | -- |
Performance & Risk
| YTD Return | -1.87% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 77 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | -- |
| Morningstar Risk Rating | -- |
Fund Overview
| Category | Allocation--50% to 70% Equity |
| Fund Family | SSGA |
| Net Assets | 547.01M |
| YTD Return | -1.80% |
| Yield | 0.52% |
| Morningstar Rating | -- |
| Inception Date | Oct 27, 2023 |
Fund Summary
The fund employs an indexing investment approach designed to track the performance of two benchmark indexes in a 60%/40% split between equity and fixed-income. The equity index is a member of the Dow Jones Total Stock Market Indices family, which is designed to measure all U.S. equity issues with readily available prices, over the long term. The fixed index measures the performance of the U.S. dollar denominated investment grade fixed-rate taxable bond market, over the long term.
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