Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSUSX (State Street U.S. Equity VIS Fund) | -3.59% | -3.28% | 2.20% | -4.46% | 0.86% | 10.90% | 8.80% | … | … |
Data as of 03/16/2026, Common starting date is 08/20/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSUSX (State Street U.S. Equity VIS Fund) | 08/20/1997 | 03/16/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.52 | -3.28 | 2.20 | -4.46 | 0.86 | 10.90 | 8.80 | … | … | -3.59 | 17.72 | 27.64 | 18.77 | -27.92 | 6.14 | 13.43 | 23.38 | -13.87 | 5.19 | -0.54 | -12.78 | 394.29 | 3.81 | -0.54 | -0.02 | 1.19 | -0.92 | 5.39 | 5.80 | 2.45 | 0.68 | -0.16 | 1.01 | 4.01 | 6.21 | 6.26 | 2.34 | 5.86 | 2.38 |
| Sharpe Ratio | NA | -0.21 | -0.05 | -0.29 | -0.03 | NA | NA | … | … | -1.51 | 0.82 | 1.64 | 0.96 | -1.06 | 0.30 | 0.40 | 1.52 | -0.75 | 0.30 | -0.04 | -0.68 | 2.41 | 0.84 | -0.91 | -0.05 | 0.82 | -0.61 | 1.53 | 1.35 | -0.53 | -1.26 | -0.76 | 0.21 | 1.60 | 1.83 | 1.31 | -0.53 | 1.27 | 1.60 |
| Standard Deviation(%) | NA | 26.34 | 23.54 | 23.96 | 22.50 | NA | NA | … | … | 12.58 | 18.37 | 12.98 | 15.23 | 27.83 | 20.62 | 32.54 | 14.42 | 20.37 | 15.18 | 17.83 | 18.92 | 163.40 | 4.48 | 0.66 | 1.02 | 1.35 | 1.67 | 2.90 | 2.09 | 1.55 | 1.18 | 1.44 | 1.49 | 1.82 | 2.16 | 1.66 | 1.66 | 2.00 | 2.00 |
| Draw Down(%) | NA | 22.11 | 34.76 | 40.13 | 40.13 | NA | NA | … | … | 6.61 | 18.78 | 8.24 | 9.35 | 29.52 | 15.63 | 32.64 | 6.92 | 23.62 | 12.91 | 12.26 | 16.25 | 9.32 | 0.91 | 0.74 | 0.58 | 1.12 | 1.55 | 2.26 | 0.69 | 0.61 | 0.76 | 1.56 | 1.08 | 1.08 | 1.07 | 0.30 | 0.70 | 0.69 | 0.40 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.41 | 0.85 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 4.51 | 0.26 | 1.46 | 2.16 | 0.34 | 2.22 | 3.34 | 2.71 | 1.78 | 1.91 | 2.46 | 2.68 | 4.29 | 4.67 | 4.08 | 4.61 | 2.05 |
Data as of 03/16/2026, Common starting date is 08/20/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSUSX (State Street U.S. Equity VIS Fund) |
-5.14%
Mar 2022 – Mar 2025 |
-4.53%
Mar 2015 – Mar 2020 |
-0.77%
Apr 2015 – Apr 2025 |
2.20%
Oct 1998 – Oct 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSUSX (State Street U.S. Equity VIS Fund) |
77.17%
Nov 2011 – Nov 2014 |
41.03%
Nov 2009 – Nov 2014 |
21.25%
Oct 2011 – Oct 2021 |
14.59%
Oct 2006 – Oct 2021 |
Annualized Rolling Returns Comparison Chart