Nasdaq - Delayed Quote USD

State Street S&P 500 Index N (SVSPX)

239.90 +0.05 (+0.02%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 6.73%
5y Average Return 13.40%
Number of Years Up 25
Number of Years Down 6
Best 1Y Total Return (Apr 24, 2024) 32.14%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 32.14%
Worst 3Y Total Return 7.61%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SVSPX
Category
YTD
10.51%
14.84%
1-Month
3.21%
1.65%
3-Month
10.51%
7.55%
1-Year
29.71%
40.47%
3-Year
11.33%
16.77%
5-Year
14.95%
16.15%
10-Year
12.82%
13.21%
Last Bull Market
39.95%
24.09%
Last Bear Market
-16.14%
-17.61%

Annual Total Return (%) History

Year
SVSPX
Category
2024
--
--
2023
26.15%
--
2022
-18.25%
--
2021
28.54%
--
2020
18.59%
15.83%
2019
31.26%
28.78%
2018
-4.62%
-6.27%
2017
21.68%
20.44%

2016
11.77%
10.37%
2015
1.27%
-1.07%
2014
13.50%
10.96%
2013
32.14%
31.50%
2012
16.03%
14.96%
2011
1.86%
-1.27%
2010
14.94%
14.01%
2009
26.22%
28.17%
2008
-37.03%
-37.79%
2007
5.41%
6.16%
2006
15.60%
14.17%
2005
4.71%
5.88%
2004
10.74%
10.02%
2003
28.59%
27.05%
2002
-22.34%
-22.25%
2001
-12.08%
-13.50%
2000
-9.22%
-6.31%
1999
20.89%
20.16%
1998
28.35%
22.39%
1997
33.10%
28.37%
1996
22.65%
20.76%
1995
37.02%
32.35%
1994
1.30%
-0.93%
1993
9.61%
10.21%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.51% -- -- --
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 40
1-Month 55
3-Month 40
1-Year 37
3-Year 27
5-Year 25

Load Adjusted Returns

1-Year 29.71%
3-Year 11.33%
5-Year 14.95%
10-Year 12.82%

Performance & Risk

YTD Return 6.73%
5y Average Return 13.40%
Rank in Category (ytd) 40
% 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 1.46B
YTD Return 10.51%
Yield 1.23%
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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