Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSMJX (State Street Small/Mid Cap Equity Index) | 12.87% | 28.19% | 18.50% | 6.43% | nan% | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 10/16/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSMJX (State Street Small/Mid Cap Equity Index) | 10/16/2015 | 06/17/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.73 | 28.19 | 18.50 | 6.43 | nan | NA | NA | … | … | 12.87 | 12.25 | 16.82 | 24.62 | -25.82 | 11.88 | 31.78 | -2,126.09 | -9.34 | 20.39 | 15.66 | -1.81 |
| Sharpe Ratio | NA | 1.42 | 0.79 | 0.17 | NA | NA | NA | … | … | 1.59 | 0.41 | 0.73 | 1.12 | -0.90 | 0.62 | 0.78 | NA | -0.62 | 1.97 | 0.92 | -0.54 |
| Standard Deviation(%) | NA | 17.47 | 19.89 | 22.22 | NA | NA | NA | … | … | 19.17 | 23.00 | 18.02 | 18.91 | 30.47 | 19.13 | 40.06 | NA | 17.28 | 10.06 | 16.86 | 15.76 |
| Draw Down(%) | NA | 1.66 | 1.55 | 4.88 | 3,433.12 | NA | NA | … | … | 1.78 | 5.33 | 2.40 | 0.64 | 4.88 | 1.43 | 10.45 | 1,758.60 | 24.50 | 4.78 | 16.20 | 6.72 |
| Yield(%) | 0.00 | 5.02 | 3.61 | 5.01 | 7.23 | 4.81 | 3.60 | … | … | 0.00 | 4.95 | 2.06 | 2.58 | 10.50 | 9.57 | 26.23 | 6.42 | 2.97 | 8.19 | 1.21 | 0.61 |
Data as of 06/17/2026, Common starting date is 10/16/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSMJX (State Street Small/Mid Cap Equity Index) |
-58.92%
Nov 2016 – Nov 2019 |
4.55%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSMJX (State Street Small/Mid Cap Equity Index) |
21.00%
May 2023 – May 2026 |
15.15%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart