Nasdaq - Delayed Quote USD

State Street Equity 500 Index I (SSSWX)

445.32
-1.72
(-0.38%)
At close: 8:02:14 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.03%
5y Average Return 17.11%
Number of Years Up 8
Number of Years Down 2
Best 1Y Total Return (May 15, 2025) 31.17%
Worst 1Y Total Return (May 15, 2025) --
Best 3Y Total Return 31.17%
Worst 3Y Total Return 7.35%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SSSWX
Category
YTD
-4.97%
5.31%
1-Month
-0.70%
-4.19%
3-Month
-7.55%
3.90%
1-Year
12.00%
20.31%
3-Year
11.97%
6.48%
5-Year
15.33%
11.78%
10-Year
12.05%
10.96%
Last Bull Market
20.73%
25.56%
Last Bear Market
-16.13%
-15.11%

Annual Total Return (%) History

Year
SSSWX
Category
2025
--
--
2024
24.89%
--
2023
26.02%
22.32%
2022
-18.32%
-16.96%
2021
28.25%
26.07%
2020
18.07%
15.83%
2019
31.17%
28.78%
2018
-4.45%
-6.27%

2017
21.35%
20.44%
2016
11.76%
10.37%
2015
1.03%
-1.07%
2014
--
10.96%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -4.30% -- -- --
2024 10.49% 4.25% 5.87% 2.40%
2023 7.43% 8.70% -3.31% 11.61%
2022 -4.65% -16.13% -4.93% 7.44%
2021 6.03% 8.47% 0.52% 10.93%
2020 -19.63% 20.46% 8.85% 12.04%
2019 13.64% 4.21% 1.68% 8.94%
2018 -0.74% 3.35% 7.67% -13.49%
2017 5.94% 2.91% 4.48% 6.54%
2016 1.32% 2.41% 3.76% 3.80%

2015 0.87% 0.22% -6.63% 7.04%
2014 4.82% -- -- --

Rank in Category (By Total Return)

YTD 49
1-Month 47
3-Month 39
1-Year 23
3-Year 27
5-Year 32

Load Adjusted Returns

1-Year 12.00%
3-Year 11.97%
5-Year 15.33%
10-Year 12.05%

Performance & Risk

YTD Return 1.03%
5y Average Return 17.11%
Rank in Category (ytd) 49
% 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 9.69B
YTD Return -4.97%
Yield 1.61%
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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