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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
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 31.17% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 8 |
| Number of Years Down | 2 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| SSSWX | Category Average | SSSWX | Category Average | SSSWX | Category Average | |
| Alpha | -0.17 | -0.01 | -0.24 | -0.01 | -0.23 | -0.01 |
| BETA | 1 | 0.01 | 1 | 0.01 | 1 | 0.01 |
| Mean Annual Return | 1.09 | 0.01 | 1.42 | 0.01 | 1.1 | 0.01 |
| R-squared | 100 | 0.94 | 100 | 0.95 | 99.99 | 0.95 |
| Standard Deviation | 16.94 | 0.17 | 17.72 | 0.19 | 15.25 | 0.15 |
| Sharpe Ratio | 0.52 | 0 | 0.81 | 0.01 | 0.74 | 0.01 |
| Treynor Ratio | 7.86 | 0.03 | 13.86 | 0.1 | 10.78 | 0.1 |
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