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SSMKX: State Street Small/Mid Cap Equity Index (MUTUAL FUND)
Basic Info 371.26 0(0.0%) June 05
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (1%) |
| Start Date: | 08/11/2015 |
| Last Dividend Date: | 12/26/2025 |
| 12-Mo. Yield | 5.60% |
| Expenses | 0.25% |
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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 08/11/2015 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.3 | 14.3 | 29.8 | 20.4 | 7.2 | NA | � | 12.8 | 17.2 | 25.2 | -25.5 | 12.4 | 32.4 | -172.6 | -9.0 | 21.0 | 16.2 | -6.4 |
| Sharpe Ratio | NA | 1.73 | 1.63 | 0.91 | 0.21 | NA | NA | 0.43 | 0.75 | 1.15 | -0.89 | 0.65 | 0.8 | NA | -0.6 | 2.03 | 0.95 | -0.8 |
| Draw Down(%) | NA | 1.7 | 0.1 | 1.2 | 4.9 | 221.4 | 221.4 | 5.3 | 2.4 | 0.6 | 4.9 | 1.4 | 10.4 | 159.4 | 24.4 | 4.8 | 16.0 | 11.7 |
| Standard Deviation(%) | NA | 18.5 | 16.9 | 19.8 | 22.1 | NA | NA | 23.0 | 18.0 | 18.9 | 30.5 | 19.1 | 40.2 | NA | 17.3 | 10.1 | 16.8 | 19.3 |
| Treynor Ratio | NA | 0.25 | 0.21 | 0.14 | 0.04 | NA | NA | 0.08 | 0.1 | 0.18 | -0.23 | 0.1 | 0.3 | -0.63 | -0.1 | 0.18 | 0.15 | -0.16 |
| Alpha | NA | 0.02 | 0.02 | 0.0 | 0.0 | -0.53 | -0.49 | 0.0 | -0.01 | 0.02 | -0.02 | -0.06 | 0.05 | -5.46 | 0.0 | 0.0 | 0.02 | -0.02 |
| Beta | NA | 1.26 | 1.29 | 1.28 | 1.21 | 1.18 | 1.17 | 1.25 | 1.35 | 1.2 | 1.16 | 1.21 | 1.06 | 2.77 | 1.03 | 1.16 | 1.07 | 0.98 |
| RSquared | NA | 0.89 | 0.88 | 0.91 | 0.92 | 0.0 | 0.0 | 0.92 | 0.89 | 0.93 | 0.95 | 0.89 | 0.95 | 0.0 | 0.95 | 0.82 | 0.95 | 0.95 |
| Yield(%) | N/A | 0.0 | 5.5 | 4.3 | 5.3 | 7.6 | N/A | 5.5 | 2.5 | 3.1 | 10.8 | 10.1 | 38.2 | 7.0 | 3.2 | 8.8 | 1.5 | 0.6 |
| Dividend Growth(%) | N/A | -100.0 | 158.5 | -60.2 | 103.8 | N/A | N/A | 158.5 | -4.9 | -81.7 | 12.2 | 577.2 | -66.7 | 88.9 | -59.1 | 584.1 | 119.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/11/2015
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See MID-CAP BLEND Asset Class Trend Rankings |
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Best Closed End Funds
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