Nasdaq - Delayed Quote USD
State Street Equity 500 Index Fund (STBIX)
425.10
+6.17
+(1.47%)
At close: May 2 at 8:02:14 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -4.42% |
| 5y Average Return | 16.04% |
| Number of Years Up | 18 |
| Number of Years Down | 3 |
| Best 1Y Total Return (May 1, 2025) | 31.97% |
| Worst 1Y Total Return (May 1, 2025) | -- |
| Best 3Y Total Return | 31.97% |
| Worst 3Y Total Return | 7.31% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
STBIX
Category
- YTD
- -4.35%
- 5.31%
- 1-Month
- -5.67%
- -4.19%
- 3-Month
- -4.35%
- 3.90%
- 1-Year
- 7.95%
- 20.31%
- 3-Year
- 8.76%
- 6.48%
- 5-Year
- 18.22%
- 11.78%
- 10-Year
- 12.14%
- 10.96%
- Last Bull Market
- 20.57%
- 25.56%
- Last Bear Market
- -16.14%
- -15.11%
Annual Total Return (%) History
Year
STBIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -4.35% | -- | -- | -- |
| 2024 | 10.48% | 4.22% | 5.81% | 2.34% |
| 2023 | 7.41% | 8.68% | -3.32% | 11.60% |
| 2022 | -4.66% | -16.14% | -4.94% | 7.43% |
| 2021 | 6.02% | 8.46% | 0.51% | 10.92% |
| 2020 | -19.62% | 20.46% | 8.84% | 12.02% |
| 2019 | 13.56% | 4.17% | 1.68% | 8.90% |
| 2018 | -0.74% | 3.31% | 7.58% | -13.58% |
| 2017 | 5.95% | 2.91% | 4.49% | 6.50% |
| 2016 | 1.29% | 2.40% | 3.75% | 3.77% |
| 2015 | 0.86% | 0.20% | -6.64% | 7.03% |
| 2014 | 1.69% | 5.14% | 1.06% | 4.80% |
| 2013 | 10.57% | 2.81% | 5.17% | 10.39% |
| 2012 | 12.57% | -2.88% | 6.27% | -0.47% |
| 2011 | 5.80% | 0.00% | -14.03% | 11.79% |
| 2010 | 5.27% | -11.44% | 11.19% | 10.66% |
| 2009 | -11.08% | 15.92% | 15.54% | 5.94% |
| 2008 | -9.57% | -2.81% | -8.38% | -21.68% |
| 2007 | 0.59% | 6.22% | 1.98% | -3.49% |
| 2006 | 4.13% | -1.57% | 5.63% | 6.55% |
| 2005 | -2.28% | 1.32% | 3.52% | 2.00% |
| 2004 | 1.61% | 1.69% | -1.97% | 9.17% |
| 2003 | 15.19% | 2.56% | 12.09% | -- |
Rank in Category (By Total Return)
| YTD | 51 |
| 1-Month | 53 |
| 3-Month | 51 |
| 1-Year | 26 |
| 3-Year | 34 |
| 5-Year | 35 |
Load Adjusted Returns
| 1-Year | 7.95% |
| 3-Year | 8.76% |
| 5-Year | 18.22% |
| 10-Year | 12.14% |
Performance & Risk
| YTD Return | -4.42% |
| 5y Average Return | 16.04% |
| Rank in Category (ytd) | 51 |
| % 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 | 8.71B |
| YTD Return | -4.35% |
| Yield | 1.43% |
| Morningstar Rating | |
| Inception Date | Mar 10, 2003 |
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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