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STT: State Street Corporation (STOCK)
Basic Info 161.75 1(0.61%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/17/1980 |
| Last Dividend Date: | 04/01/2026 |
| 12-Mo. Yield | 3.40% |
| Expenses | - |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/17/1980 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.9 | 27.0 | 72.3 | 35.5 | 16.9 | 13.5 | 11.9 | 7.2 | 17.0 | 35.5 | 30.2 | 3.5 | -13.8 | 31.0 | -4.8 | 29.3 | -34.0 | 27.8 | 19.8 | -13.9 | 8.7 | 58.6 | 19.2 | -11.5 | 6.5 | 10.9 | -50.7 | 21.9 | 23.2 | 14.5 | -4.4 | 35.4 | -24.5 | -15.1 | 71.0 | 4.2 | 20.5 | 80.1 | 43.6 | 57.2 | -23.7 | -14.3 | 36.2 | 84.2 | -11.1 | 48.1 | 32.5 | -14.4 | 13.3 | 79.3 | 58.6 | 5.0 | 78.9 | 49.7 | 70.1 |
| Sharpe Ratio | NA | 2.63 | 2.77 | 1.25 | 0.47 | 0.36 | NA | NA | 0.38 | 1.16 | 1.27 | 0.0 | -0.38 | 1.0 | -0.09 | 1.0 | -1.23 | 1.59 | 0.64 | -0.56 | 0.43 | 2.87 | 0.79 | -0.3 | 0.2 | 0.09 | -0.6 | 0.62 | 0.98 | 0.61 | -0.23 | 1.22 | -0.66 | -0.47 | 1.31 | 0.02 | 0.51 | 2.04 | 1.79 | 2.36 | -1.13 | -0.53 | 1.49 | 2.65 | -0.42 | 2.07 | 1.07 | -0.43 | 0.29 | 3.56 | 2.64 | -0.06 | 3.61 | 1.87 | 3.69 |
| Draw Down(%) | NA | 11.8 | 11.8 | 25.7 | 41.5 | 59.6 | NA | NA | 82.2 | 25.7 | 10.8 | 31.3 | 41.5 | 13.4 | 47.9 | 31.9 | 46.2 | 9.1 | 23.0 | 19.5 | 15.8 | 8.8 | 15.4 | 38.5 | 31.7 | 66.3 | 66.0 | 17.5 | 17.0 | 16.9 | 26.5 | 24.0 | 43.3 | 38.1 | 24.7 | 41.3 | 32.5 | 17.9 | 11.2 | 10.5 | 33.7 | 40.1 | 9.5 | 15.4 | 47.7 | 13.0 | 23.6 | 51.9 | 27.9 | 18.2 | 12.1 | 38.6 | 13.8 | 18.7 | 12.5 |
| Standard Deviation(%) | NA | 27.5 | 25.2 | 25.8 | 30.6 | 33.0 | NA | NA | 37.1 | 28.3 | 20.8 | 31.1 | 40.3 | 30.9 | 58.6 | 27.8 | 28.8 | 17.2 | 30.5 | 24.7 | 20.3 | 20.4 | 24.3 | 37.9 | 32.4 | 125.2 | 86.4 | 30.4 | 20.3 | 20.1 | 23.6 | 28.3 | 39.1 | 38.2 | 51.2 | 38.7 | 33.6 | 37.2 | 22.1 | 22.5 | 23.7 | 30.9 | 22.4 | 30.2 | 39.1 | 20.3 | 25.8 | 43.4 | 30.6 | 20.7 | 19.4 | 23.8 | 19.6 | 20.8 | 23.6 |
| Treynor Ratio | NA | 0.64 | 0.58 | 0.32 | 0.12 | 0.1 | NA | NA | 0.12 | 0.29 | 0.37 | 0.0 | -0.12 | 0.26 | -0.04 | 0.24 | -0.32 | 0.2 | 0.12 | -0.11 | 0.07 | 0.44 | 0.16 | -0.08 | 0.05 | 0.04 | -0.33 | 0.13 | 0.14 | 0.11 | -0.05 | 0.33 | -0.2 | -0.15 | 0.55 | 0.01 | 0.16 | 0.59 | 0.45 | 0.67 | -0.38 | -0.19 | 0.39 | 0.82 | -0.13 | 0.71 | 0.44 | -0.23 | 0.16 | 1.98 | 1.28 | -0.02 | 2.51 | 1.87 | 2.64 |
| Alpha | NA | 0.15 | 0.12 | 0.05 | 0.02 | 0.0 | NA | NA | 0.03 | 0.06 | 0.04 | -0.09 | 0.06 | 0.0 | -0.07 | -0.01 | -0.13 | -0.01 | 0.01 | -0.06 | -0.03 | 0.04 | 0.01 | -0.05 | -0.04 | 0.01 | 0.1 | 0.07 | 0.01 | 0.04 | -0.06 | 0.03 | 0.03 | 0.01 | 0.3 | -0.05 | -0.02 | 0.11 | 0.08 | 0.08 | -0.1 | -0.08 | 0.1 | 0.15 | 0.0 | 0.09 | 0.08 | -0.06 | 0.04 | 0.2 | 0.17 | -0.02 | 0.2 | 0.14 | 0.21 |
| Beta | NA | 1.13 | 1.21 | 1.02 | 1.17 | 1.23 | NA | NA | 1.21 | 1.13 | 0.72 | 1.29 | 1.24 | 1.19 | 1.34 | 1.18 | 1.12 | 1.39 | 1.69 | 1.22 | 1.32 | 1.33 | 1.21 | 1.37 | 1.37 | 2.81 | 1.56 | 1.42 | 1.42 | 1.13 | 1.18 | 1.05 | 1.28 | 1.18 | 1.22 | 1.23 | 1.07 | 1.29 | 0.88 | 0.8 | 0.7 | 0.86 | 0.85 | 0.97 | 1.32 | 0.59 | 0.63 | 0.8 | 0.55 | 0.37 | 0.4 | 0.55 | 0.28 | 0.21 | 0.33 |
| RSquared | NA | 0.33 | 0.35 | 0.35 | 0.42 | 0.46 | NA | NA | 0.36 | 0.57 | 0.19 | 0.3 | 0.55 | 0.26 | 0.62 | 0.28 | 0.45 | 0.29 | 0.53 | 0.59 | 0.55 | 0.51 | 0.41 | 0.7 | 0.58 | 0.5 | 0.55 | 0.56 | 0.49 | 0.33 | 0.31 | 0.4 | 0.73 | 0.44 | 0.27 | 0.34 | 0.42 | 0.39 | 0.22 | 0.07 | 0.09 | 0.06 | 0.14 | 0.22 | 0.28 | 0.14 | 0.17 | 0.34 | 0.09 | 0.04 | 0.07 | 0.1 | 0.07 | 0.02 | 0.05 |
| Yield(%) | N/A | 1.3 | 3.4 | 4.2 | 3.2 | 3.6 | 4.3 | 2.5 | N/A | 3.2 | 2.8 | 3.4 | 2.5 | 3.0 | 2.6 | 3.1 | 1.8 | 2.0 | 2.2 | 1.7 | 1.6 | 2.2 | 2.3 | 1.5 | 0.1 | 0.1 | 1.2 | 1.3 | 1.4 | 1.5 | 1.2 | 1.4 | 0.9 | 0.7 | 1.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -46.2 | 10.4 | 32.2 | 50.6 | 181.6 | 364.6 | 821.0 | N/A | 45.8 | -18.9 | 10.0 | 10.1 | 4.8 | 5.1 | 11.2 | 11.3 | 11.1 | 9.1 | 13.8 | 11.5 | 8.3 | 33.3 | 1700.0 | 0.0 | -95.8 | 8.0 | 10.0 | 11.1 | 12.5 | 14.3 | 16.7 | 18.5 | 17.4 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/17/1980
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