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Nasdaq - Delayed Quote USD

State Street Balanced Index K (SSBIX)

12.61
-0.06
(-0.47%)
At close: 8:02:14 PM EDT

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.

Risk Overview

Morningstar Risk Rating --
Best 1Y Total Return 13.99%
Worst 1Y Total Return --
Number of Years Up 1
Number of Years Down --

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 --

Risk Statistics

3 Years 5 Years 10 Years
SSBIXCategory AverageSSBIXCategory AverageSSBIXCategory Average
Alpha -- -0.01 -- -0.01 -- -0
BETA -- 0.01 -- 0.01 -- 0.01
Mean Annual Return -- 0.01 -- 0.01 -- 0.01
R-squared -- 0.93 -- 0.92 -- 0.92
Standard Deviation -- 0.13 -- 0.1 -- 0.09
Sharpe Ratio -- 0.01 -- 0.01 -- 0.01
Treynor Ratio -- 0.09 -- 0.09 -- 0.07

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