Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STT (State Street Corporation) | 27.04% | 72.35% | 35.46% | 17.04% | 13.17% | 12.02% | 7.19% | … | … |
Data as of 06/05/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STT (State Street Corporation) | 03/17/1980 | 06/05/2026 |
| 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 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.93 | 72.35 | 35.46 | 17.04 | 13.17 | 12.02 | 7.19 | … | … | 27.04 | 35.54 | 30.18 | 3.54 | -13.75 | 31.03 | -4.76 | 29.33 | -33.97 | 27.83 | 19.81 | -13.87 | 8.70 | 58.60 | 19.19 | -11.45 | 6.54 | 10.94 | -50.72 | 21.92 | 23.22 | 14.53 | -4.41 | 35.36 | -24.53 | -15.14 | 71.05 | 4.19 | 20.52 | 80.08 | 43.61 | 57.21 | -23.67 | -14.29 | 36.19 | 84.23 | -11.15 | 48.11 | 32.50 | -14.44 | 13.33 | 79.35 | 58.62 | 4.98 | 78.95 | 49.70 | 70.10 |
| Sharpe Ratio | NA | 2.77 | 1.25 | 0.47 | 0.36 | NA | NA | … | … | 2.63 | 1.16 | 1.27 | 0.00 | -0.38 | 1.00 | -0.09 | 1.00 | -1.23 | 1.59 | 0.64 | -0.56 | 0.43 | 2.87 | 0.79 | -0.30 | 0.20 | 0.09 | -0.60 | 0.62 | 0.98 | 0.61 | -0.23 | 1.22 | -0.66 | -0.47 | 1.31 | 0.02 | 0.51 | 2.04 | 1.79 | 2.36 | -1.13 | -0.53 | 1.49 | 2.65 | -0.42 | 2.07 | 1.07 | -0.43 | 0.29 | 3.56 | 2.64 | -0.06 | 3.61 | 1.87 | 3.69 |
| Standard Deviation(%) | NA | 25.18 | 25.77 | 30.57 | 33.00 | NA | NA | … | … | 27.47 | 28.29 | 20.84 | 31.14 | 40.31 | 30.91 | 58.62 | 27.75 | 28.77 | 17.22 | 30.54 | 24.72 | 20.28 | 20.43 | 24.31 | 37.87 | 32.45 | 125.19 | 86.35 | 30.35 | 20.32 | 20.13 | 23.56 | 28.33 | 39.09 | 38.19 | 51.17 | 38.74 | 33.61 | 37.23 | 22.14 | 22.55 | 23.67 | 30.86 | 22.35 | 30.20 | 39.12 | 20.33 | 25.75 | 43.40 | 30.59 | 20.75 | 19.41 | 23.80 | 19.59 | 20.84 | 23.60 |
| Draw Down(%) | NA | 11.79 | 25.68 | 41.45 | 59.60 | NA | NA | … | … | 11.79 | 25.68 | 10.76 | 31.28 | 41.45 | 13.35 | 47.89 | 31.91 | 46.20 | 9.07 | 23.02 | 19.50 | 15.82 | 8.76 | 15.39 | 38.49 | 31.73 | 66.33 | 66.03 | 17.46 | 17.04 | 16.86 | 26.52 | 23.95 | 43.34 | 38.13 | 24.72 | 41.34 | 32.48 | 17.87 | 11.19 | 10.49 | 33.72 | 40.05 | 9.48 | 15.44 | 47.66 | 12.96 | 23.56 | 51.92 | 27.95 | 18.25 | 12.06 | 38.62 | 13.82 | 18.70 | 12.50 |
| Yield(%) | 0.00 | 3.40 | 4.15 | 3.16 | 3.63 | 4.35 | 2.49 | … | … | 1.30 | 3.19 | 2.75 | 3.37 | 2.54 | 3.02 | 2.58 | 3.10 | 1.84 | 2.02 | 2.21 | 1.68 | 1.59 | 2.15 | 2.30 | 1.51 | 0.09 | 0.10 | 1.20 | 1.29 | 1.40 | 1.48 | 1.24 | 1.38 | 0.92 | 0.67 | 0.99 | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STT (State Street Corporation) |
-26.19%
Jan 2006 – Jan 2009 |
-14.22%
Jan 2004 – Jan 2009 |
-4.29%
Sep 2000 – Sep 2010 |
1.19%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STT (State Street Corporation) |
81.71%
Apr 1980 – Apr 1983 |
58.29%
Feb 1981 – Feb 1986 |
36.09%
Oct 1990 – Oct 2000 |
30.36%
Jul 1982 – Jul 1997 |
Annualized Rolling Returns Comparison Chart