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STBIX: STATE STREET EQUITY 500 INDEX FUND SERVICE SHARES (MUTUAL FUND)
Basic Info 551.33 14.9(2.63%) June 05
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (37%) |
| Start Date: | 03/10/2003 |
| Last Dividend Date: | 12/26/2025 |
| 12-Mo. Yield | 1.37% |
| Expenses | 0.17% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/10/2003 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.5 | 8.3 | 25.5 | 21.3 | 12.5 | -4.5 | 0.7 | 1.1 | 3.0 | 17.5 | 24.7 | 26.0 | -19.2 | 26.4 | 17.7 | -79.0 | -4.6 | 21.3 | 11.7 | 1.0 | 13.2 | 32.0 | 15.6 | 1.7 | 14.7 | 26.2 | -36.9 | 5.2 | 15.4 | 4.5 | 10.6 | 35.7 |
| Sharpe Ratio | NA | 1.29 | 1.87 | 1.21 | 0.59 | -0.08 | NA | NA | 0.04 | 0.79 | 1.66 | 1.72 | -0.86 | 2.0 | 0.5 | -0.34 | -0.35 | 3.09 | 0.87 | 0.06 | 1.17 | 2.89 | 1.23 | 0.07 | 0.81 | 0.96 | -0.92 | 0.13 | 1.19 | 0.22 | 0.86 | 2.78 |
| Draw Down(%) | NA | 8.9 | 8.9 | 18.8 | 25.6 | 90.0 | NA | NA | 90.0 | 18.8 | 8.5 | 10.0 | 24.6 | 5.1 | 33.8 | 90.0 | 19.4 | 2.6 | 10.3 | 12.0 | 7.3 | 5.6 | 9.7 | 18.9 | 15.7 | 27.2 | 47.6 | 9.9 | 7.5 | 7.1 | 7.6 | 5.2 |
| Standard Deviation(%) | NA | 13.9 | 12.2 | 14.8 | 16.9 | 76.5 | NA | NA | 52.2 | 18.6 | 12.7 | 13.1 | 24.2 | 13.2 | 34.5 | 235.3 | 17.1 | 6.7 | 13.1 | 15.4 | 11.3 | 11.1 | 12.7 | 23.3 | 18.1 | 27.2 | 41.2 | 16.1 | 10.1 | 10.3 | 11.1 | 16.0 |
| Treynor Ratio | NA | 0.18 | 0.23 | 0.18 | 0.1 | -0.06 | NA | NA | 0.02 | 0.15 | 0.21 | 0.23 | -0.21 | 0.27 | 0.17 | -0.95 | -0.06 | 0.21 | 0.12 | 0.01 | 0.13 | 0.32 | 0.16 | 0.02 | 0.15 | 0.26 | -0.37 | 0.02 | 0.12 | 0.02 | 0.1 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | NA |
| Beta | NA | 0.99 | 0.99 | 0.99 | 0.98 | 0.98 | NA | NA | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | 0.98 | 1.0 | 0.85 | 1.0 | 0.99 | 0.99 | 1.0 | 0.98 | 0.99 | 0.99 | 0.99 | 0.99 | 1.0 | 1.01 | 1.01 | 0.99 | 1.0 | 0.98 | NA |
| RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 0.21 | NA | NA | 0.39 | 1.0 | 1.0 | 1.0 | 1.0 | 0.98 | 1.0 | 0.01 | 1.0 | 0.98 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 0.99 | 0.99 | 0.89 | 0.0 |
| Yield(%) | N/A | 0.0 | 1.4 | 1.8 | 1.5 | 3.6 | 4.7 | 4.0 | N/A | 1.4 | 1.7 | 1.9 | 0.7 | 1.4 | 15.4 | 5.3 | 4.4 | 6.5 | 2.0 | 1.6 | 1.9 | 2.0 | 2.1 | 1.7 | 1.7 | 2.0 | 1.8 | 1.8 | 1.7 | 1.6 | 2.3 | 1.2 |
| Dividend Growth(%) | N/A | -100.0 | 0.7 | 70.7 | -39.4 | 198.2 | N/A | N/A | N/A | 0.7 | 10.0 | 127.2 | -40.4 | 5.4 | -63.0 | 6.9 | -21.3 | 258.8 | 25.3 | -7.1 | 22.5 | 8.1 | 19.4 | 17.7 | 4.6 | -29.4 | 1.4 | 18.5 | 14.1 | -28.1 | 155.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/10/2003
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