State Street Corporation (STT) Total Return:67.79%(TTM)
The total return cagr for State Street Corporation (STT) is +67.79% over the latest trailing 12-month period. The comparable SPY value is +22.75%. Year-to-date total return is +27.06%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in STT
$207,636
(20.8x return)
Invested on Jun 11, 1996
Growth of $10,000 in SPY (S&P 500)
$184,189
(18.4x return)
Invested on Jun 11, 1996
Hypothetical Growth of $10,000
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
Recent Performance Indicators
YTD Total Return
+27.1%
1-Year Total Return
+67.7%
Current Dividend Yield
2.03%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | +63.2% | +67.8% | +4.6% |
| 3 Years | +29.8% | +34.1% | +4.3% |
| 5 Years | +14.1% | +17.8% | +3.7% |
| 10 Years | +10.6% | +13.8% | +3.2% |
| 15 Years | +9.3% | +12.1% | +2.8% |
| 20 Years | +5.1% | +7.3% | +2.3% |
About State Street Corporation
State Street Corporation (STT) is a well-established global financial services firm that delivers a wide array of financial products and specialized services to institutional investors worldwide. The company's extensive offerings include core investment servicing functionalities such as secure asset custody, detailed product accounting, daily valuation, comprehensive administration, master trust and master custody arrangements, and specific depotbank services. It also manages record-keeping, cash, foreign exchange, brokerage, and various trading activities. Further services in this area encompass securities finance, advanced custody solutions, deposit and short-term investment facilities, as well as loan and lease financing. State Street additionally provides operational outsourcing for both traditional and alternative investment managers, complemented by sophisticated analytics for performance, risk, and compliance, along with financial data management. Beyond servicing, the firm offers capabilities in portfolio management and risk analysis, supporting trading and post-trade settlement processes with built-in compliance features and managed data solutions. Its investment management division provides a diverse range of strategies and products. These span core and enhanced indexing, multi-asset class approaches, active quantitative and fundamental management, and various alternative investment strategies. State Street is also a proponent of environmental, social, and governance (ESG) investing, offers solutions for defined benefit and defined contribution plans, and provides global fiduciary expertise, including its prominent SPDR brand of exchange-traded funds (ETFs). State Street's client roster is broad, serving mutual funds, collective investment vehicles, other investment pools, corporate and public retirement plans, insurance companies, foundations, endowments, and other investment managers. With roots dating back to its founding in 1792, State Street Corporation is headquartered in Boston, Massachusetts.
- Sector
- Financial Services
- Industry
- Asset Management
- CEO
- Ronald Philip O'Hanley