The total return over the past 12 months is +71.41% vs. +17.77% for the S&P 500. So far it's up +46.31% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +67.12% | +37.54% | +16.78% | +12.27% | +10.29% | +5.94% |
| Total Return CAGR | +71.41% | +41.95% | +20.54% | +15.52% | +13.12% | +8.22% |
| Revenue CAGR | +2.17% | +11.64% | +14.50% | +8.03% | +5.64% | +5.04% |
| Net Income CAGR | +21.26% | +8.11% | +7.80% | +4.95% | +5.21% | +7.62% |
| EPS CAGR | +14.66% | +9.47% | +8.34% | +7.74% | +7.77% | +6.87% |
| Free Cash Flow CAGR | N/A | (37.57%) | +7.62% | +8.00% | +14.53% | +3.47% |
| Operating Cash Flow CAGR | N/A | (34.78%) | (1.26%) | +8.14% | +13.29% | +3.91% |
| Dividends CAGR | +10.25% | +10.06% | +8.45% | +9.32% | +33.70% | +7.76% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
State Street Corporation (STT)
| Year | Start Value | End Value | STT Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | 1742.61 | 2549.67 | +46.31% | +8.94% | +37.37% |
| 2025 | 1285.67 | 1742.61 | +35.54% | +17.72% | +17.82% |
| 2024 | 987.67 | 1285.67 | +30.17% | +24.89% | +5.28% |
| 2023 | 954.11 | 987.67 | +3.52% | +26.19% | (22.67%) |
| 2022 | 1105.53 | 954.11 | (13.70%) | (18.17%) | +4.47% |
| 2021 | 843.56 | 1105.53 | +31.05% | +28.74% | +2.31% |
| 2020 | 886.43 | 843.56 | (4.84%) | +18.37% | (23.21%) |
| 2019 | 685.38 | 886.43 | +29.33% | +31.22% | (1.89%) |
| 2018 | 1037.92 | 685.38 | (33.97%) | (4.56%) | (29.41%) |
| 2017 | 811.97 | 1037.92 | +27.83% | +21.70% | +6.13% |
