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SSAQX: State Street U.S. Core Equity Fund (MUTUAL FUND)
Basic Info 78.83 2.12(2.62%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (5%) |
| Start Date: | 06/07/2021 |
| Last Dividend Date: | 11/21/2025 |
| 12-Mo. Yield | 12.54% |
| Expenses | 0.16% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.5 | 5.0 | 22.2 | 20.7 | 12.7 | 17.4 | 25.1 | 28.9 | -18.3 | 11.5 |
| Sharpe Ratio | NA | 0.67 | 1.59 | 0.82 | 0.48 | 0.8 | 0.73 | 1.9 | -0.76 | 1.61 |
| Draw Down(%) | NA | 10.7 | 10.7 | 30.9 | 30.9 | 18.7 | 18.2 | 9.3 | 25.2 | 5.3 |
| Standard Deviation(%) | NA | 14.3 | 12.3 | 21.3 | 21.1 | 18.3 | 29.4 | 13.4 | 25.9 | 12.9 |
| Treynor Ratio | NA | 0.1 | 0.2 | 0.18 | 0.1 | 0.15 | 0.23 | 0.27 | -0.2 | 0.21 |
| Alpha | NA | -0.03 | -0.01 | 0.01 | 0.01 | 0.0 | 0.02 | 0.01 | 0.01 | 0.0 |
| Beta | NA | 0.98 | 0.96 | 0.95 | 0.98 | 0.96 | 0.95 | 0.95 | 1.0 | 0.99 |
| RSquared | NA | 0.96 | 0.96 | 0.47 | 0.65 | 0.99 | 0.18 | 0.93 | 0.93 | 0.96 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | 12.6 | 20.8 | 4.8 | 7.3 | 13.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | -36.1 | 437.9 | -51.6 | -44.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/20/1995
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