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SSFEX: STATE STREET AGGREGATE BOND INDEX FUND CLASS K (MUTUAL FUND)
Basic Info 85.67 0.34(0.40%) June 05
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (1%) |
| Start Date: | 09/22/2014 |
| Last Dividend Date: | 05/04/2026 |
| 12-Mo. Yield | 4.12% |
| Expenses | 0.22% |
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Performance Analytics (As of 06/02/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/22/2014 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.9 | -0.4 | 4.1 | 3.7 | -0.0 | 11.4 | 15.7 | 7.2 | 1.4 | 5.6 | -13.2 | -1.8 | 15.1 | 40.5 | 28.8 | 28.8 | 24.3 | 58.1 | 7.2 |
| Sharpe Ratio | NA | -0.34 | 0.72 | 0.2 | -0.4 | 1.47 | 1.32 | 0.98 | -0.42 | 0.27 | -1.89 | -0.5 | 1.96 | 4.78 | 3.68 | 3.94 | 3.48 | 1.93 | 4.41 |
| Draw Down(%) | NA | 2.7 | 2.7 | 6.1 | 18.0 | 18.7 | 18.7 | 2.5 | 4.1 | 7.3 | 16.8 | 3.8 | 6.4 | 2.0 | 1.4 | 0.9 | 2.9 | 1.4 | 1.1 |
| Standard Deviation(%) | NA | 4.0 | 3.7 | 5.3 | 5.9 | 6.7 | 10.9 | 4.4 | 5.4 | 7.3 | 7.8 | 3.6 | 7.5 | 8.1 | 7.5 | 7.2 | 6.9 | 30.1 | 6.5 |
| Treynor Ratio | NA | -0.02 | 0.03 | 0.01 | -0.03 | 0.11 | 0.17 | 0.05 | -0.02 | 0.02 | -0.17 | -0.02 | 0.22 | 0.38 | 0.41 | 0.29 | 0.26 | 1.19 | 0.65 |
| Alpha | NA | 0.0 | 0.0 | -0.01 | 0.0 | 0.03 | 0.05 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.03 | 0.1 | 0.1 | 0.09 | 0.07 | 0.2 | 0.09 |
| Beta | NA | 0.78 | 0.77 | 0.87 | 0.88 | 0.87 | 0.84 | 0.82 | 0.92 | 0.9 | 0.88 | 0.88 | 0.68 | 1.02 | 0.67 | 0.99 | 0.92 | 0.49 | 0.44 |
| RSquared | NA | 0.83 | 0.78 | 0.87 | 0.9 | 0.45 | 0.12 | 0.83 | 0.89 | 0.91 | 0.93 | 0.88 | 0.22 | 0.17 | 0.05 | 0.14 | 0.23 | 0.0 | 0.05 |
| Yield(%) | N/A | 1.3 | 3.8 | 3.7 | 3.0 | 28.4 | N/A | 4.1 | 3.7 | 3.2 | 2.1 | 3.2 | 33.6 | 29.4 | 27.1 | 24.5 | 21.9 | 44.8 | 5.7 |
| Dividend Growth(%) | N/A | -66.5 | -2.4 | 9.3 | 13.8 | N/A | N/A | 9.3 | 16.6 | 29.9 | -36.8 | -2.2 | 20.8 | 5.8 | 11.3 | 11.7 | -53.0 | 696.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/22/2014
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