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State Street Equity 500 Index II (SSEYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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473.28+0.65 (+0.14%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.10%
5-Year Average Return13.85%
Number of Years Up7
Number of Years Down2
Best 1 Yr Total Return (May 5, 2024)31.41%
Worst 1 Yr Total Return (May 5, 2024)N/A
Best 3-Yr Total Return31.41%
Worst 3-Yr Total Return7.55%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSSEYXCategory
YTD6.04%14.84%
1-Month-4.08%1.65%
3-Month4.30%7.55%
1-Year22.67%40.47%
3-Year8.00%16.77%
5-Year13.10%16.15%
10-Year0.00%13.21%
Last Bull Market26.10%24.09%
Last Bear Market-16.13%-17.61%

Annual Total Return (%) History

Year
SSEYXCategory
2024
N/AN/A
2023
26.27%N/A
2022
-18.18%N/A
2021
28.52%N/A
2020
18.30%15.83%
2019
31.41%28.78%
2018
-4.42%-6.27%
2017
21.66%20.44%
2016
12.15%10.37%
2015
1.31%-1.07%
2014
N/A10.96%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.55%N/AN/AN/A
20237.48%8.75%-3.26%11.67%
2022-4.60%-16.13%-4.89%7.51%
20216.14%8.50%0.56%10.98%
2020-19.59%20.51%8.91%12.10%
201913.68%4.26%1.72%9.00%
2018-0.69%3.39%7.68%-13.55%
20176.01%3.00%4.53%6.59%
20161.32%2.65%3.81%3.87%
20150.94%0.25%-6.50%7.07%
20144.89%N/AN/AN/A

Rank In Category (By Total Return)

YTD35
1-Month36
3-Month35
1-Year36
3-Year23
5-Year22

Load Adjusted Returns

1-Year22.67%
3-Year8.00%
5-Year13.10%
10-YearN/A