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SSGJX: STATE STREET GLOBAL EQUITY EX-U.S. INDEX FUND CLASS I (MUTUAL FUND)
Basic Info 147.9 0(0.0%) June 05
| Asset Class: | INTERNATIONAL EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/18/2014 |
| Last Dividend Date: | 12/26/2025 |
| 12-Mo. Yield | 4.83% |
| Expenses | 0.26% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/18/2014 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | 14.2 | 30.6 | 19.3 | 8.3 | -7.9 | -7.9 | 32.5 | 4.9 | 15.6 | -16.6 | 8.2 | 10.9 | -78.9 | -14.2 | 27.0 | 5.0 | -5.9 | -7.9 |
| Sharpe Ratio | NA | 2.09 | 2.23 | 1.22 | 0.41 | -0.12 | -0.13 | 2.05 | 0.11 | 0.98 | -0.92 | 0.67 | 0.35 | -0.34 | -1.15 | 3.54 | 0.28 | -0.38 | -1.98 |
| Draw Down(%) | NA | 11.2 | 11.2 | 13.6 | 30.2 | 90.9 | 90.9 | 13.2 | 9.2 | 11.9 | 28.7 | 7.3 | 35.0 | 90.1 | 22.5 | 2.4 | 11.6 | 19.1 | 10.8 |
| Standard Deviation(%) | NA | 17.5 | 13.5 | 13.6 | 14.7 | 76.8 | 71.2 | 14.5 | 11.4 | 12.3 | 19.7 | 12.2 | 30.0 | 237.6 | 13.6 | 7.5 | 17.2 | 15.5 | 12.7 |
| Treynor Ratio | NA | 0.42 | 0.35 | 0.18 | 0.07 | -0.1 | -0.1 | 0.31 | 0.01 | 0.13 | -0.19 | 0.09 | 0.11 | -0.78 | -0.16 | 0.3 | 0.05 | -0.06 | -0.28 |
| Alpha | NA | 0.02 | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.07 | 0.0 | 0.01 | 0.0 | -0.01 | -0.02 |
| Beta | NA | 0.88 | 0.86 | 0.91 | 0.93 | 0.96 | 0.96 | 0.95 | 0.87 | 0.94 | 0.95 | 0.9 | 1.01 | 1.04 | 0.96 | 0.88 | 0.96 | 0.97 | 0.89 |
| RSquared | NA | 0.85 | 0.82 | 0.86 | 0.89 | 0.14 | 0.16 | 0.88 | 0.83 | 0.87 | 0.94 | 0.88 | 0.98 | 0.01 | 0.92 | 0.71 | 0.88 | 0.9 | 0.82 |
| Yield(%) | N/A | 0.0 | 4.8 | 4.5 | 3.4 | 4.5 | N/A | 5.5 | 4.5 | 3.3 | 2.2 | 4.2 | 17.0 | 5.5 | 6.3 | 4.9 | 1.6 | 1.9 | 0.5 |
| Dividend Growth(%) | N/A | -100.0 | 24.5 | 51.1 | 7.8 | N/A | N/A | 24.5 | 51.5 | 20.5 | -45.4 | 169.9 | -63.6 | -32.2 | 60.0 | 219.5 | -24.9 | 261.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/18/2014
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