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State Street S&P 500 Index N (SVSPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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248.40+0.28 (+0.11%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.51%
5-year average return15.11%
Number of years up25
Number of years down6
Best 1-yr total return (27 Mar 2024)32.14%
Worst 1-yr total return (27 Mar 2024)N/A
Best 3-yr total return32.14%
Worst 3-yr total return7.61%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSVSPXCategory
YTD7.08%14.84%
1-month5.32%1.65%
3-month11.95%7.55%
1-year30.27%40.47%
3-year11.76%16.77%
5-year14.67%16.15%
10-year12.56%13.21%
Last bull market39.95%24.09%
Last bear market-16.14%-17.61%

Annual total return (%) history

Year
SVSPXCategory
2023
26.15%N/A
2022
-18.25%N/A
2021
28.54%N/A
2020
18.59%15.83%
2019
31.26%28.78%
2018
-4.62%-6.27%
2017
21.68%20.44%
2016
11.77%10.37%
2015
1.27%-1.07%
2014
13.50%10.96%
2013
32.14%31.50%
2012
16.03%14.96%
2011
1.86%-1.27%
2010
14.94%14.01%
2009
26.22%28.17%
2008
-37.03%-37.79%
2007
5.41%6.16%
2006
15.60%14.17%
2005
4.71%5.88%
2004
10.74%10.02%
2003
28.59%27.05%
2002
-22.34%-22.25%
2001
-12.08%-13.50%
2000
-9.22%-6.31%
1999
20.89%20.16%
1998
28.35%22.39%
1997
33.10%28.37%
1996
22.65%20.76%
1995
37.02%32.35%
1994
1.30%-0.93%
1993
9.61%10.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20237.47%8.71%-3.30%11.66%
2022-4.63%-16.14%-4.93%7.52%
20216.15%8.51%0.55%10.98%
2020-19.44%20.58%8.87%12.15%
201913.62%4.26%1.62%9.04%
2018-0.87%3.37%7.68%-13.56%
20176.03%3.06%4.42%6.64%
20161.32%2.39%3.81%3.79%
20150.90%0.24%-6.43%7.01%
20141.78%5.17%1.11%4.87%
201310.56%2.87%5.19%10.45%
201212.56%-2.61%6.30%-0.43%
20115.82%0.04%-13.99%11.87%
20105.34%-11.41%11.24%10.72%
2009-11.02%15.84%15.51%6.01%
2008-9.57%-2.72%-8.36%-21.89%
20070.60%6.27%2.03%-3.37%
20064.19%-1.50%5.61%6.66%
2005-2.19%1.31%3.58%2.03%
20041.66%1.71%-1.94%9.22%
2003-3.07%15.27%2.63%12.12%
20020.26%-13.46%-17.35%8.30%
2001-11.94%5.79%-14.67%10.60%
20002.23%-2.72%-0.95%-7.84%
19994.94%6.94%-6.23%14.88%
199813.90%3.24%-9.97%21.24%
19972.55%17.46%7.43%2.85%
19965.37%4.37%3.00%8.28%
19959.56%9.47%7.88%5.90%
1994-3.72%0.39%4.80%0.01%
19934.10%0.45%2.57%2.20%

Rank in category (by total return)

YTD37
1-month42
3-month48
1-year27
3-year26
5-year23

Load adjusted returns

1-year30.27%
3-year11.76%
5-year14.67%
10-year12.56%