Performance analysis of State Street (STT-P-G)
Annual Return
Over the past 3 years, STT-P-G has had an average annual return of +3.03%, underperforming the benchmark SPY, which returned +19.27% annual.
Over the past 5 years, STT-P-G has had an average annual return of -1.47%, underperforming the benchmark SPY, which returned +12.50% annual.
Over the past 10 years, STT-P-G has had an average annual return of +2.59%, underperforming the benchmark SPY, which returned +14.90% annual.
Since Feb 12, 2007, STT-P-G has had an average annual return of -3.23%, underperforming the benchmark SPY, which returned +10.81% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2007 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -2.75% | +1.36% | +4.65% | +6.65% | -13.39% | +3.49% | +9.02% | +22.75% | -7.26% | +13.83% | -62.11% | +0% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.37% | -1.87% | -4.57% | +2.96% | -1.57% | -0.37% | -1.44% | -2.75% | |||||
| 2025 | +1.40% | +0.33% | -4.35% | -1.82% | +0.68% | -1.03% | +3.79% | +2.04% | +2.61% | -1.55% | -2.22% | +1.78% | +1.36% |
| 2024 | +2.11% | +0.40% | +2.17% | -2.89% | +3.23% | -0.73% | +1.37% | +1.57% | +1.04% | +0.88% | +0.71% | -5.02% | +4.65% |
| 2023 | +11.23% | -2.36% | -0.52% | +1.41% | -4.47% | -4.14% | +0.83% | -0.78% | +2.51% | -5.73% | +8.51% | +1.33% | +6.65% |
| 2022 | -3.29% | -2.61% | -0.52% | -3.64% | +1% | -2.08% | +6.55% | -5.39% | -1.30% | -1.63% | +3.86% | -4.59% | -13.39% |
| 2021 | -1.40% | -0.95% | +3.31% | +1.20% | +1.76% | +2.36% | +0.63% | -1.41% | -0.97% | +0.27% | -4.53% | +3.47% | +3.49% |
| 2020 | +2.36% | -4.58% | -8.69% | +10.30% | +0.43% | -2.47% | +8.41% | -1.01% | -0.18% | +2.27% | +3.11% | +0.17% | +9.02% |
| 2019 | +6.03% | +2.48% | -0.51% | +0.95% | +2.93% | +1.18% | +1.52% | -0.28% | +1.20% | +3.63% | -0.46% | +2.21% | +22.75% |
| 2018 | -3.01% | +1.84% | +1.29% | -4.22% | +1.38% | +1.72% | -0.16% | +1.55% | -1.69% | -1.44% | -2.79% | -1.72% | -7.26% |
| 2017 | +1.79% | +5.50% | -0.76% | +1.49% | +2.37% | +1.53% | +1.48% | +0.60% | -1.63% | -0.07% | +1.64% | -0.71% | +13.83% |
Drawdown analysis of State Street (STT-P-G)
The maximum drawdown for the STT-P-G was -64.31%, occurring on Mar 23, 2020. This drawdown has not yet recovered.
The current STT-P-G drawdown is -47.21%.
Since Feb 12, 2007 STT-P-G has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -64.31% | Feb 12, 2007 | 992 | Mar 23, 2020 | Ongoing | Ongoing | Ongoing |