Nasdaq - Delayed Quote USD

State Street Small/Mid Cap Equity Idx K (SSMKX)

299.45
-0.60
(-0.20%)
At close: 8:02:14 PM EDT

Fund Summary

The fund uses a passive management strategy designed to track the performance of the index. The index is a float-adjusted, market capitalization index which measures the performance of the Russell 3000® Index companies excluding S&P 500® constituents. The index is constructed to provide a comprehensive and unbiased barometer of the extended broad market beyond the S&P 500 exposure.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 32.44%
Worst 1Y Total Return --
Number of Years Up 7
Number of Years Down 2

Performance & Risk

YTD Return -0.96%
5y Average Return 13.14%
Rank in Category (ytd) 84
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.19
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
SSMKXCategory AverageSSMKXCategory AverageSSMKXCategory Average
Alpha -5.39 -0.06 -4.27 -0.05 -- -0.04
BETA 1.19 0.01 1.17 0.01 -- 0.01
Mean Annual Return 0.75 0.01 1.15 0.01 -- 0.01
R-squared 79.62 0.88 77.9 0.85 -- 0.84
Standard Deviation 21.86 0.23 21.38 0.19 -- 0.17
Sharpe Ratio 0.2 0.01 0.51 0.01 -- 0.01
Treynor Ratio 1.89 0.11 8.02 0.11 -- 0.1

Related Tickers