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State Street Equity 500 Index Fund Class K: (MF: SSSYX)

(NASDAQ Mutual Funds) As of Apr 24, 2026 05:40 PM ET

$535.46 USD

+4.25 (0.80%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Mar 31, 2026

Total Return %* Percentile Rank Objective
YTD -4.34 51
3 months -4.34 51
6 months -1.81 45
1 Year 17.74 30
3 Year 18.28 21
5 Year 12.01 8
10 Year 14.07 19

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Mar 31, 2026

1 Year 17.74
5 Year 12.01
10 Year 14.07
Since Inception 12.61

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -4.34 NA NA NA
2025 -4.28 10.91 8.11 2.64
2024 10.54 4.28 5.87 2.40
2023 7.47 8.75 -3.25 11.66
2022 -4.60 -16.08 -4.88 7.50
2021 6.08 8.52 0.57 10.98

Annual Return

20262025202420232022202120202019201820172016
% Total Return -4.3417.8024.9926.26-18.1528.5018.3131.37-4.4521.6011.91
% Total Return Rel to Index -0.01-0.41-0.030.010.05-0.17-0.08-0.11-0.06-0.18-0.01
% Total Return Rel to Peer -1.125.095.593.261.546.44-1.602.952.400.934.09
% Perf Quintile vs Peer* 3.001.002.002.003.002.003.002.002.003.002.00
% Dividends 0.006.307.145.153.134.954.544.754.204.953.12
% Yield 0.001.171.351.671.021.291.491.771.972.091.56
Capital Gains ($) 0.001.040.001.213.074.950.806.205.907.880.77
Expense Ratio 0.000.010.080.090.080.020.020.020.020.030.00

* 1 = Top 20%, 5 = Bottom 20%