Performance analysis of State Street (STT)
Annual Return
Over the past 3 years, STT has had an average annual return of +42.17%, outperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, STT has had an average annual return of +20.41%, outperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, STT has had an average annual return of +15.40%, outperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, STT has had an average annual return of +8.11%, underperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +44.66% | +35.54% | +30.17% | +3.52% | -13.70% | +31.06% | -4.84% | +29.34% | -33.97% | +27.83% | +19.81% | -13.87% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +8.70% | +58.60% | +19.18% | -11.45% | +6.53% | +10.81% | -50.66% | +21.91% | +23.23% | +14.53% | -4.41% | +35.36% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -24.53% | -15.14% | +71.05% | -2.78% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.09% | -1.71% | -1.60% | +21.56% | +1.83% | +8.97% | +8.61% | +44.66% | |||||
| 2025 | +4.34% | -2.35% | -9.78% | -0.76% | +9.29% | +10.45% | +5.83% | +2.88% | +0.90% | +0.44% | +2.90% | +8.40% | +35.54% |
| 2024 | -4.64% | -0.19% | +5.81% | -6.25% | +4.27% | -2.10% | +15.90% | +2.51% | +1.57% | +5.81% | +6.15% | -0.37% | +30.17% |
| 2023 | +17.74% | -2.90% | -13.94% | -4.53% | -5.87% | +8.51% | -1.01% | -5.11% | -1.58% | -3.48% | +12.67% | +7.32% | +3.52% |
| 2022 | +1.61% | -9.70% | +2.77% | -23.13% | +8.24% | -14.17% | +15.23% | -3.79% | -10.11% | +21.69% | +7.66% | -1.85% | -13.70% |
| 2021 | -3.82% | +3.96% | +16.16% | -0.07% | +3.61% | -4.80% | +5.91% | +6.62% | -8.20% | +16.32% | -9.72% | +5.17% | +31.06% |
| 2020 | -4.39% | -9.94% | -21.03% | +18.34% | -3.30% | +5.10% | +0.38% | +6.74% | -12.10% | -0.72% | +19.66% | +4% | -4.84% |
| 2019 | +12.42% | +1.37% | -7.78% | +2.81% | -18.34% | +2.32% | +3.62% | -11.67% | +16.37% | +11.62% | +13.67% | +6.02% | +29.34% |
| 2018 | +12.87% | -3.65% | -5.65% | +0.05% | -3.68% | -2.71% | -5.13% | -1.59% | -3.06% | -17.94% | +6.21% | -12.98% | -33.97% |
| 2017 | -1.96% | +4.61% | +0.35% | +5.39% | -2.91% | +10.62% | +3.90% | -0.79% | +3.75% | -3.71% | +3.64% | +2.81% | +27.83% |
Drawdown analysis of State Street (STT)
The maximum drawdown for the STT was -82.23%, occurring on Jan 20, 2009. Recovery took 1479 trading sessions.
The current STT drawdown is -1.76%.
Since Nov 1, 1999 STT has experienced the following drawdowns:
- 50% or more: 3 times
- 40% or more: 4 times
- 30% or more: 5 times
- 20% or more: 7 times
- 10% or more: 16 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -82.23% | Jan 3, 2008 | 263 | Jan 20, 2009 | 1479 | Dec 3, 2014 | 1742 |
| -59.60% | Jan 24, 2018 | 543 | Mar 23, 2020 | 454 | Jan 7, 2022 | 997 |
| -51.71% | Nov 9, 2000 | 593 | Mar 27, 2003 | 732 | Feb 22, 2006 | 1325 |
| -41.42% | Jan 14, 2022 | 123 | Jul 14, 2022 | 583 | Nov 6, 2024 | 706 |
| -36.15% | Jul 22, 2015 | 235 | Jun 27, 2016 | 99 | Nov 15, 2016 | 334 |
| -25.68% | Jan 30, 2025 | 47 | Apr 8, 2025 | 52 | Jun 24, 2025 | 99 |
| -24.72% | Feb 8, 2000 | 20 | Mar 8, 2000 | 6 | Mar 16, 2000 | 26 |
| -18.74% | Oct 2, 2000 | 8 | Oct 12, 2000 | 20 | Nov 9, 2000 | 28 |
| -17.87% | Apr 3, 2000 | 9 | Apr 14, 2000 | 15 | May 8, 2000 | 24 |
| -17.46% | Aug 8, 2007 | 16 | Aug 30, 2007 | 32 | Oct 16, 2007 | 48 |
| -17.04% | May 8, 2006 | 46 | Jul 13, 2006 | 108 | Dec 14, 2006 | 154 |
| -16.18% | May 23, 2000 | 20 | Jun 21, 2000 | 53 | Sep 6, 2000 | 73 |
| -15.77% | Nov 16, 1999 | 33 | Jan 4, 2000 | 8 | Jan 14, 2000 | 41 |
| -13.57% | Jan 17, 2007 | 38 | Mar 13, 2007 | 87 | Jul 17, 2007 | 125 |
| -11.79% | Jan 15, 2026 | 40 | Mar 16, 2026 | 16 | Apr 8, 2026 | 56 |
| -10.93% | Dec 23, 2014 | 23 | Jan 28, 2015 | 92 | Jun 10, 2015 | 115 |
| -9.08% | Oct 11, 2017 | 19 | Nov 7, 2017 | 41 | Jan 8, 2018 | 60 |
| -8.39% | Jan 13, 2017 | 13 | Feb 2, 2017 | 57 | Apr 26, 2017 | 70 |
| -8.31% | Mar 23, 2000 | 2 | Mar 27, 2000 | 5 | Apr 3, 2000 | 7 |
| -7.79% | Jul 17, 2007 | 13 | Aug 3, 2007 | 3 | Aug 8, 2007 | 16 |
| -7.55% | Oct 31, 2007 | 1 | Nov 1, 2007 | 20 | Nov 30, 2007 | 21 |
| -7.52% | Jul 3, 2025 | 7 | Jul 15, 2025 | 6 | Jul 23, 2025 | 13 |
| -7.31% | Jun 11, 2015 | 18 | Jul 8, 2015 | 10 | Jul 22, 2015 | 28 |
| -6.83% | Nov 12, 2025 | 3 | Nov 17, 2025 | 12 | Dec 4, 2025 | 15 |
| -6.15% | Sep 11, 2000 | 5 | Sep 18, 2000 | 5 | Sep 25, 2000 | 10 |