Nasdaq - Delayed Quote USD
State Street S&P 500 Index N (SVSPX)
264.47
-1.33
(-0.50%)
At close: 8:02:03 PM EST
Performance Overview
Morningstar Return Rating | -- |
YTD Return | 3.80% |
5y Average Return | 14.82% |
Number of Years Up | 26 |
Number of Years Down | 6 |
Best 1Y Total Return (Jan 24, 2025) | 32.14% |
Worst 1Y Total Return (Jan 24, 2025) | -- |
Best 3Y Total Return | 32.14% |
Worst 3Y Total Return | 7.61% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
SVSPX
Category
- YTD
- 24.82%
- 5.31%
- 1-Month
- -2.39%
- -4.19%
- 3-Month
- 2.37%
- 3.90%
- 1-Year
- 24.82%
- 20.31%
- 3-Year
- 8.78%
- 6.48%
- 5-Year
- 14.43%
- 11.78%
- 10-Year
- 12.96%
- 10.96%
- Last Bull Market
- 20.66%
- 25.56%
- Last Bear Market
- -16.14%
- -15.11%
Annual Total Return (%) History
Year
SVSPX
Category
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 10.51% | 4.25% | 5.83% | 2.37% |
2023 | 7.47% | 8.71% | -3.30% | 11.66% |
2022 | -4.63% | -16.14% | -4.93% | 7.52% |
2021 | 6.15% | 8.51% | 0.55% | 10.98% |
2020 | -19.44% | 20.58% | 8.87% | 12.15% |
2019 | 13.62% | 4.26% | 1.62% | 9.04% |
2018 | -0.87% | 3.37% | 7.68% | -13.56% |
2017 | 6.03% | 3.06% | 4.42% | 6.64% |
2016 | 1.32% | 2.39% | 3.81% | 3.79% |
2015 | 0.90% | 0.24% | -6.43% | 7.01% |
2014 | 1.78% | 5.17% | 1.11% | 4.87% |
2013 | 10.56% | 2.87% | 5.19% | 10.45% |
2012 | 12.56% | -2.61% | 6.30% | -0.43% |
2011 | 5.82% | 0.04% | -13.99% | 11.87% |
2010 | 5.34% | -11.41% | 11.24% | 10.72% |
2009 | -11.02% | 15.84% | 15.51% | 6.01% |
2008 | -9.57% | -2.72% | -8.36% | -21.89% |
2007 | 0.60% | 6.27% | 2.03% | -3.37% |
2006 | 4.19% | -1.50% | 5.61% | 6.66% |
2005 | -2.19% | 1.31% | 3.58% | 2.03% |
2004 | 1.66% | 1.71% | -1.94% | 9.22% |
2003 | -3.07% | 15.27% | 2.63% | 12.12% |
2002 | 0.26% | -13.46% | -17.35% | 8.30% |
2001 | -11.94% | 5.79% | -14.67% | 10.60% |
2000 | 2.23% | -2.72% | -0.95% | -7.84% |
1999 | 4.94% | 6.94% | -6.23% | 14.88% |
1998 | 13.90% | 3.24% | -9.97% | 21.24% |
1997 | 2.55% | 17.46% | 7.43% | 2.85% |
1996 | 5.37% | 4.37% | 3.00% | 8.28% |
1995 | 9.56% | 9.47% | 7.88% | 5.90% |
1994 | -3.72% | 0.39% | 4.80% | 0.01% |
1993 | 4.10% | 0.45% | 2.57% | 2.20% |
Rank in Category (By Total Return)
YTD | 27 |
1-Month | 20 |
3-Month | 35 |
1-Year | 27 |
3-Year | 25 |
5-Year | 24 |
Load Adjusted Returns
1-Year | 24.82% |
3-Year | 8.78% |
5-Year | 14.43% |
10-Year | 12.96% |
Performance & Risk
YTD Return | 3.80% |
5y Average Return | 14.82% |
Rank in Category (ytd) | 27 |
% 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 | 1.53B |
YTD Return | 24.82% |
Yield | 1.16% |
Morningstar Rating | |
Inception Date | Dec 30, 1992 |
Fund Summary
The adviser uses an index tracking management strategy designed to track the performance of the S&P 500® Index ("S&P 500" or "index"). 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.
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