| State Street is a financial holding company. Through its subsidiaries, Co. provides financial products and services to institutional investors. Co. has two lines of business: Investment Servicing, which provides, among others, custody, product and participant level accounting, daily pricing and administration, master trust and master custody, depotbank services, record-keeping, cash management, foreign exchange, brokerage and other trading services; and Investment Management, which provides a range of services and solutions, including environmental, social and governance investing, defined benefit and defined contribution and Outsourced Chief Investment Officer. The State Street YTD return is shown above.
The YTD Return on the State Street YTD return page and across the coverage universe of our site,
is a measure of the total return for a given investment year-to-date for the current calendar year
(up to the end of prior trading session). Arguably, choosing the current calendar year for a measurement
period is on the one hand completely arbitrary, but on the other hand a year-to-date look can be extremely
useful in the context of our country's tax system which taxes gains and income on a calendar year basis.
Thus, researching Year-To-Date Returns is good practice for investors — whether State Street YTD return or other benchmarks/peers
— and when doing so it is also important to factor in dividends, because a financial instrument's YTD return is
more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors
by performing the STT YTD return calculation (with any dividends reinvested as applicable), and to provide a
coverage universe of many stocks and ETFs to be able to compare YTD returns.