Nasdaq - Delayed Quote USD

State Street Equity 500 Index I (SSSWX)

445.32
-1.72
(-0.38%)
At close: 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 31.17%
Worst 1Y Total Return --
Number of Years Up 8
Number of Years Down 2

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

Risk Statistics

3 Years 5 Years 10 Years
SSSWXCategory AverageSSSWXCategory AverageSSSWXCategory Average
Alpha -0.18 -0.01 -0.23 -0.01 -0.23 -0.01
BETA 1 0.01 1 0.01 1 0.01
Mean Annual Return 1.06 0.01 1.3 0.01 1.05 0.01
R-squared 100 0.94 100 0.95 99.99 0.95
Standard Deviation 16.38 0.17 16.12 0.19 15.39 0.15
Sharpe Ratio 0.49 0 0.79 0.01 0.69 0.01
Treynor Ratio 7.26 0.03 12.48 0.1 10.05 0.1

Related Tickers