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Nasdaq - Delayed Quote USD

State Street Equity 500 Index I (SSSWX)

431.57
+2.43
+(0.57%)
At close: March 7 at 8:01:57 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return -2.23%
5y Average Return 15.56%
Number of Years Up 8
Number of Years Down 2
Best 1Y Total Return (Mar 6, 2025) 31.17%
Worst 1Y Total Return (Mar 6, 2025) --
Best 3Y Total Return 31.17%
Worst 3Y Total Return 7.35%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SSSWX
Category
YTD
1.45%
5.31%
1-Month
-1.31%
-4.19%
3-Month
-0.97%
3.90%
1-Year
18.33%
20.31%
3-Year
12.36%
6.48%
5-Year
16.57%
11.78%
10-Year
12.71%
10.96%
Last Bull Market
20.73%
25.56%
Last Bear Market
-16.13%
-15.11%

Annual Total Return (%) History

Year
SSSWX
Category
2024
24.89%
--
2023
26.02%
22.32%
2022
-18.32%
-16.96%
2021
28.25%
26.07%
2020
18.07%
15.83%
2019
31.17%
28.78%
2018
-4.45%
-6.27%
2017
21.35%
20.44%

2016
11.76%
10.37%
2015
1.03%
-1.07%
2014
--
10.96%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.49% 4.25% 5.87% 2.40%
2023 7.43% 8.70% -3.31% 11.61%
2022 -4.65% -16.13% -4.93% 7.44%
2021 6.03% 8.47% 0.52% 10.93%
2020 -19.63% 20.46% 8.85% 12.04%
2019 13.64% 4.21% 1.68% 8.94%
2018 -0.74% 3.35% 7.67% -13.49%
2017 5.94% 2.91% 4.48% 6.54%
2016 1.32% 2.41% 3.76% 3.80%
2015 0.87% 0.22% -6.63% 7.04%

2014 4.82% -- -- --

Rank in Category (By Total Return)

YTD 48
1-Month 33
3-Month 29
1-Year 20
3-Year 25
5-Year 29

Load Adjusted Returns

1-Year 18.33%
3-Year 12.36%
5-Year 16.57%
10-Year 12.71%

Performance & Risk

YTD Return -2.23%
5y Average Return 15.56%
Rank in Category (ytd) 48
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family State Street Global Advisors
Net Assets 9.1B
YTD Return 1.45%
Yield 1.52%
Morningstar Rating
Inception Date Sep 17, 2014

Fund Summary

The fund uses a passive management strategy designed to track the performance of the S&P 500. The index is a well-known stock market index that includes common stocks of 500 companies from a number of sectors and that measures the performance of the large-cap sector of the U.S. equities market. The advisor generally intends to invest in all stocks comprising the S&P 500 in approximate proportion to their weightings in the index.

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