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
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 | 31.97% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 18 |
| Number of Years Down | 3 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| STBIX | Category Average | STBIX | Category Average | STBIX | Category Average | |
| Alpha | -0.28 | -0.01 | -0.31 | -0.01 | -0.32 | -0.01 |
| BETA | 1 | 0.01 | 1 | 0.01 | 1 | 0.01 |
| Mean Annual Return | 0.82 | 0.01 | 1.52 | 0.01 | 1.06 | 0.01 |
| R-squared | 100 | 0.94 | 100 | 0.95 | 99.99 | 0.95 |
| Standard Deviation | 17.3 | 0.17 | 16.89 | 0.19 | 15.37 | 0.15 |
| Sharpe Ratio | 0.31 | 0 | 0.92 | 0.01 | 0.7 | 0.01 |
| Treynor Ratio | 4.15 | 0.03 | 15.44 | 0.1 | 10.17 | 0.1 |
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