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Nasdaq - Delayed Quote USD

State Street Small/Mid Cap Equity Index (SSMHX)

271.37
+2.26
+(0.84%)
At close: April 17 at 8:02:14 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -13.72%
5y Average Return 12.22%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (Apr 17, 2025) 32.46%
Worst 1Y Total Return (Apr 17, 2025) --
Best 3Y Total Return 32.46%
Worst 3Y Total Return 1.64%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SSMHX
Category
YTD
-8.39%
17.04%
1-Month
-7.64%
-0.01%
3-Month
-8.39%
5.47%
1-Year
0.13%
50.44%
3-Year
3.29%
13.15%
5-Year
15.67%
13.75%
10-Year
0.00%
11.35%
Last Bull Market
25.79%
25.95%
Last Bear Market
-19.94%
-22.55%

Annual Total Return (%) History

Year
SSMHX
Category
2025
--
--
2024
17.20%
--
2023
25.18%
--
2022
-25.44%
--
2021
12.50%
--
2020
32.46%
12.39%
2019
27.98%
26.21%
2018
-13.19%
-11.15%

2017
15.06%
15.93%
2016
16.51%
14.14%
2015
--
-4.75%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -8.39% -- -- --
2024 7.23% -3.20% 8.28% 4.28%
2023 5.93% 6.45% -3.35% 14.87%
2022 -9.05% -19.94% -2.34% 4.85%
2021 7.29% 6.83% -3.09% 1.28%
2020 -27.89% 30.52% 10.59% 27.25%
2019 15.91% 3.18% -1.70% 8.86%
2018 0.25% 5.85% 4.28% -21.55%
2017 4.32% 2.88% 4.99% 2.11%
2016 -0.71% 3.54% 7.16% 5.76%

2015 3.07% -- -- --

Rank in Category (By Total Return)

YTD 91
1-Month 91
3-Month 91
1-Year 40
3-Year 69
5-Year 62

Load Adjusted Returns

1-Year 0.13%
3-Year 3.29%
5-Year 15.67%
10-Year --

Performance & Risk

YTD Return -13.72%
5y Average Return 12.22%
Rank in Category (ytd) 91
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.19
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Blend
Fund Family State Street Global Advisors
Net Assets 354.97M
YTD Return -8.39%
Yield 1.41%
Morningstar Rating
Inception Date Aug 11, 2015

Fund Summary

The portfolio uses a passive management strategy designed to track the performance of the index. The index is a float-adjusted, market capitalization index which measures the performance of the Russell 3000® Index companies excluding S&P 500® constituents. Under normal market conditions, it invests at least 80% of its net assets (plus borrowings, if any) in stocks in the index.

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