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State Street Equity 500 Index II (SSEYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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460.47-2.11 (-0.46%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.30%
5-Year Average Return13.30%
Number of Years Up7
Number of Years Down2
Best 1 Yr Total Return (Apr 24, 2024)31.41%
Worst 1 Yr Total Return (Apr 24, 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
YTD10.55%14.84%
1-Month3.22%1.65%
3-Month10.55%7.55%
1-Year29.88%40.47%
3-Year11.42%16.77%
5-Year14.95%16.15%
10-Year0.00%13.21%
Last Bull Market39.86%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)

YTD38
1-Month52
3-Month38
1-Year32
3-Year24
5-Year25

Load Adjusted Returns

1-Year29.88%
3-Year11.42%
5-Year14.95%
10-YearN/A