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SSMHX: State Street Small/Mid Cap Equity Index (MUTUAL FUND)
Basic Info 379.34 0(0.0%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (47%) |
| Start Date: | 08/13/2015 |
| Last Dividend Date: | 12/22/2025 |
| 12-Mo. Yield | 7.69% |
| Expenses | 0.03% |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/13/2015 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.3 | 14.3 | 29.9 | 20.5 | 7.4 | 12.7 | 11.3 | 12.9 | 17.2 | 25.2 | -25.4 | 13.1 | 32.5 | 28.0 | -9.1 | 18.2 | 16.5 | -6.0 |
| Sharpe Ratio | NA | 1.73 | 1.64 | 0.91 | 0.21 | 0.49 | 0.44 | 0.44 | 0.75 | 1.15 | -0.88 | 0.68 | 0.8 | 1.82 | -0.61 | 1.76 | 0.97 | -0.77 |
| Draw Down(%) | NA | 10.0 | 10.0 | 26.3 | 34.8 | 41.6 | 41.6 | 24.4 | 9.6 | 15.8 | 30.1 | 11.8 | 41.6 | 7.8 | 24.4 | 4.8 | 15.8 | 11.7 |
| Standard Deviation(%) | NA | 18.5 | 16.9 | 19.8 | 22.1 | 22.3 | 22.1 | 23.0 | 18.0 | 18.9 | 30.5 | 19.1 | 40.2 | 14.6 | 17.2 | 10.0 | 16.8 | 19.4 |
| Treynor Ratio | NA | 0.26 | 0.22 | 0.15 | 0.04 | 0.1 | 0.09 | 0.09 | 0.11 | 0.17 | -0.23 | 0.11 | 0.3 | 0.24 | -0.11 | 0.14 | 0.14 | -0.16 |
| Alpha | NA | -0.01 | -0.02 | -0.02 | -0.02 | -0.01 | -0.01 | -0.02 | -0.03 | -0.02 | -0.01 | -0.06 | 0.04 | -0.02 | -0.02 | -0.03 | 0.01 | -0.04 |
| Beta | NA | 1.22 | 1.26 | 1.2 | 1.19 | 1.13 | 1.13 | 1.15 | 1.22 | 1.26 | 1.17 | 1.23 | 1.08 | 1.09 | 0.97 | 1.3 | 1.18 | 0.95 |
| RSquared | NA | 0.84 | 0.82 | 0.84 | 0.87 | 0.88 | 0.88 | 0.9 | 0.78 | 0.83 | 0.92 | 0.79 | 0.91 | 0.9 | 0.91 | 0.85 | 0.91 | 0.93 |
| Yield(%) | N/A | 0.0 | 7.6 | 6.3 | 5.6 | 118.3 | N/A | 7.5 | 6.6 | 1.9 | 1.7 | 15.7 | 74.8 | 4.5 | 5.4 | 4.5 | 2.0 | 0.7 |
| Dividend Growth(%) | N/A | -100.0 | 27.2 | -29.8 | 812.9 | N/A | N/A | 27.2 | 320.3 | -17.1 | -89.7 | 440.0 | 1954.2 | -29.8 | 36.6 | 166.9 | 165.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/13/2015
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