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Nasdaq - Delayed Quote USD

State Street Small/Mid Cap Equity Idx K (SSMKX)

261.72
+0.55
+(0.21%)
At close: 8:02:14 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -13.62%
5y Average Return 12.35%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (Apr 14, 2025) 32.44%
Worst 1Y Total Return (Apr 14, 2025) --
Best 3Y Total Return 32.44%
Worst 3Y Total Return 1.64%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SSMKX
Category
YTD
-8.39%
17.04%
1-Month
-7.65%
-0.01%
3-Month
-8.39%
5.47%
1-Year
0.11%
50.44%
3-Year
3.30%
13.15%
5-Year
15.65%
13.75%
10-Year
0.00%
11.35%
Last Bull Market
25.78%
25.95%
Last Bear Market
-19.88%
-22.55%

Annual Total Return (%) History

Year
SSMKX
Category
2025
--
--
2024
17.19%
--
2023
25.17%
--
2022
-25.41%
--
2021
12.45%
--
2020
32.44%
12.39%
2019
27.84%
26.21%
2018
-9.03%
-11.15%

2017
18.16%
15.93%
2016
16.23%
14.14%
2015
--
-4.75%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -8.39% -- -- --
2024 7.24% -3.21% 8.28% 4.28%
2023 5.92% 6.44% -3.35% 14.87%
2022 -9.06% -19.88% -2.35% 4.85%
2021 7.28% 6.81% -3.10% 1.27%
2020 -27.86% 30.46% 10.58% 27.25%
2019 15.84% 3.21% -1.76% 8.84%
2018 0.25% 5.84% 4.26% -17.77%
2017 4.31% 2.88% 4.98% 4.89%
2016 -0.91% 3.57% 7.08% 5.75%

2015 2.99% -- -- --

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 0.11%
3-Year 3.30%
5-Year 15.65%
10-Year --

Performance & Risk

YTD Return -13.62%
5y Average Return 12.35%
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 593.61M
YTD Return -8.39%
Yield 2.31%
Morningstar Rating
Inception Date Oct 16, 2015

Fund Summary

The fund 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. The index is constructed to provide a comprehensive and unbiased barometer of the extended broad market beyond the S&P 500 exposure.

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