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Nasdaq - Delayed Quote USD

State Street Equity 500 Index Fund (STFAX)

424.21
+2.84
+(0.67%)
At close: 6:47:14 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -4.32%
5y Average Return 18.33%
Number of Years Up 19
Number of Years Down 4
Best 1Y Total Return (Mar 31, 2025) 31.97%
Worst 1Y Total Return (Mar 31, 2025) --
Best 3Y Total Return 31.97%
Worst 3Y Total Return 7.40%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
STFAX
Category
YTD
1.42%
5.31%
1-Month
-1.32%
-4.19%
3-Month
-1.01%
3.90%
1-Year
18.21%
20.31%
3-Year
12.36%
6.48%
5-Year
16.59%
11.78%
10-Year
12.72%
10.96%
Last Bull Market
20.64%
25.56%
Last Bear Market
-16.12%
-15.11%

Annual Total Return (%) History

Year
STFAX
Category
2024
24.80%
--
2023
26.08%
22.32%
2022
-18.28%
-16.96%
2021
28.32%
26.07%
2020
18.14%
15.83%
2019
31.14%
28.78%
2018
-4.56%
-6.27%
2017
21.43%
20.44%

2016
11.78%
10.37%
2015
1.07%
-1.07%
2014
13.39%
10.96%
2013
31.97%
31.50%
2012
15.84%
14.96%
2011
1.79%
-1.27%
2010
14.81%
14.01%
2009
26.25%
28.17%
2008
-36.89%
-37.79%
2007
5.35%
6.16%
2006
15.46%
14.17%
2005
4.71%
5.88%
2004
10.60%
10.02%
2003
28.37%
27.05%
2002
-22.31%
-22.25%
2001
--
-13.50%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.51% 4.25% 5.84% 2.36%
2023 7.44% 8.71% -3.29% 11.62%
2022 -4.64% -16.12% -4.92% 7.46%
2021 6.04% 8.48% 0.54% 10.94%
2020 -19.60% 20.45% 8.87% 12.05%
2019 13.59% 4.21% 1.68% 8.95%
2018 -0.74% 3.36% 7.62% -13.56%
2017 5.95% 2.96% 4.48% 6.55%
2016 1.31% 2.42% 3.77% 3.80%
2015 0.88% 0.23% -6.62% 7.05%

2014 1.75% 5.16% 1.09% 4.83%
2013 10.47% 2.88% 5.16% 10.42%
2012 12.56% -2.79% 6.26% -0.37%
2011 5.80% 0.09% -14.00% 11.78%
2010 5.26% -11.43% 11.29% 10.65%
2009 -11.07% 15.89% 15.52% 6.03%
2008 -9.64% -2.71% -8.46% -21.58%
2007 0.59% 6.22% 2.06% -3.39%
2006 4.13% -1.48% 5.52% 6.65%
2005 -2.18% 1.32% 3.52% 2.06%
2004 1.65% 1.67% -1.97% 9.16%
2003 -3.16% 15.24% 2.62% 12.09%
2002 0.21% -13.38% -17.40% 8.36%
2001 -14.67% 10.52% -- --

Rank in Category (By Total Return)

YTD 51
1-Month 35
3-Month 32
1-Year 22
3-Year 25
5-Year 29

Load Adjusted Returns

1-Year 18.21%
3-Year 12.36%
5-Year 16.59%
10-Year 12.72%

Performance & Risk

YTD Return -4.32%
5y Average Return 18.33%
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 9.1B
YTD Return 1.42%
Yield 1.45%
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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