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State Street S&P 500 Index Fund;N

NAS: SVSPX

GO
/zigman2/quotes/209431799/realtime

$

281.35

Change

-2.58 -0.91%

Sep 17, 2021

YTD return

19.15%

5 yr avg return

17.75%

Total net assets

1.72B

52 week low

52 week high

$233.19

$287.83

Yield

1.01%

Fees & Expenses

Front load

0.00%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

0.16%

12 b-1

0.04%

Turnover

5.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

0.82

Dividend freq.

Quarterly

Capital gain (2020)

33.89

Capital gain (YTD)

n/a

Risk Measures

Alpha

0.00

Beta

1.00

Standard deviation

5.25

R. squared

1.00

Min. Investment

Standard (taxable)

10000

IRA

250

Compare:
Indexes
  • Dow(INDU) INDU
  • Nasdaq (COMP) COMP
  • S&P 500 (SPX) SPX
  • Global Dow (GDOW) GDOW
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/news/latest/company/us/svspx

MarketWatch News on SVSPX

  1. S&P 500 index funds not created equal, study finds

    2:51 a.m. May 21, 2003

    - Andrea Coombes

Lipper Leader

Total Return: 5 Consistent Return: 5 Preservation: 5 Tax Efficiency: 2 Expense: 5

YTD Lipper Ranking: Quintile 2 (21th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD 19.15% 18.87% 19.30% 21% 2
1yr 33.90% 33.44% 34.00% 21% 2
3yr 17.39% 16.96% 17.50% 16% 1
5yr 17.75% 17.35% 17.90% 23% 2
10yr 16% 15.53% 16.1% 17% 1

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$49,907

Fund Comparison

Compare: Returns Risk Fees Holdings

Find Another Fund

Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

S&P 500 Index Funds

Fund family

SSgA Funds

Fund status

Open

Fund inception

December 30, 1992

Manager

Schneider/Scofield/Feehily

Investment Policy

The Fund seeks to replicate as closely as possible the performance of the Standard & Poor's 500 Index. The Standard & Poor's 500 Index Index is a well-known stock market index that includes common stocks of 500 companies from a number of sectors and that measures the performance of the large-cap sector of the market.

/news/nonmarketwatch/company/us/svspx

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