State Street delivers 16.81% average annual return over 5 years
State Street has outperformed the market by 4.99% on an annualised basis over the past 5 years, generating an average annual return of 16.81%. A $100 investment made 5 years ago would be worth $212.90 today, based on a stock price of $191.74 at the time of writing. The company's current market capitalisation stands at $52.67 billion, reflecting the compounding effect of sustained above-market returns over the period.

*this image is generated using AI for illustrative purposes only.
State Street has delivered an average annual return of 16.81% over the past 5 years, outperforming the broader market by 4.99% on an annualised basis. The company currently carries a market capitalisation of $52.67 billion.
Investment performance over 5 years
To illustrate the impact of compounded returns, a $100 investment in State Street stock made 5 years ago would be worth $212.90 today, based on a stock price of $191.74 at the time of writing.
The following table summarises the key performance metrics:
| Metric: | Value |
|---|---|
| Average annual return: | 16.81% |
| Market outperformance (annualised): | 4.99% |
| Value of $100 invested 5 years ago: | $212.90 |
| Stock price at time of writing: | $191.74 |
| Market capitalisation: | $52.67 billion |
What the numbers show
The data highlights how compounded returns can meaningfully grow an initial investment over a multi-year period. State Street's annualised outperformance of 4.99% relative to the market, sustained over 5 years, translated into a cumulative return that more than doubled a $100 investment to $212.90.
Can State Street sustain its 4.99% annualized outperformance against the broader market given current interest rate volatility and shifting asset management trends?
How might the recent consolidation in the custody and asset servicing sector impact State Street's competitive positioning and future market share?
What role will digital asset custody solutions play in driving State Street's revenue growth over the next five years?



























