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SUSIX: STATE STREET INSTITUTIONAL U.S. EQUITY FUND INVESTMENT CLASS (MUTUAL FUND)
Basic Info 12.3 0.02(0.16%) May 19
| Asset Class: | REAL ESTATE |
| MyPlanIQ Rating: | (32%) |
| Start Date: | 01/14/1998 |
| Last Dividend Date: | 12/18/2013 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.19% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.0 | 0.8 | -3.9 | 4.5 | 1.1 | -2.5 | 1.2 | 1.3 | 4.3 | 9.9 | 26.5 | -46.2 | 10.8 | 17.5 | 24.3 | -16.9 | -5.1 | 2.9 | -19.2 | -2.1 | 9.4 | 14.9 | 6.0 | 31.0 | 24.6 | -39.5 | -17.8 | 36.1 | 16.0 | 36.8 | 35.0 | -0.4 | 7.0 | 35.9 | 0.6 | -11.0 |
| Sharpe Ratio | NA | -0.04 | -0.43 | 0.01 | -0.07 | -0.18 | NA | NA | 0.1 | 0.17 | 1.67 | -1.26 | 0.61 | 0.53 | 1.63 | -0.74 | -0.24 | 0.16 | -0.73 | -0.12 | 0.55 | 1.07 | 0.2 | 1.11 | 0.36 | -0.54 | -0.81 | 2.25 | 0.9 | 2.13 | 3.03 | -0.11 | 0.45 | 2.85 | -0.24 | -0.97 |
| Draw Down(%) | NA | 18.7 | 29.4 | 29.4 | 53.5 | 53.5 | NA | NA | 75.4 | 16.7 | 9.3 | 47.4 | 14.2 | 32.6 | 6.8 | 30.5 | 21.0 | 12.2 | 24.0 | 14.1 | 17.6 | 9.2 | 23.0 | 15.9 | 45.4 | 65.6 | 28.4 | 9.1 | 10.5 | 16.2 | 6.2 | 21.5 | 10.5 | 6.2 | 20.1 | 24.4 |
| Standard Deviation(%) | NA | 26.6 | 24.2 | 22.1 | 23.8 | 24.2 | NA | NA | 27.6 | 19.5 | 13.5 | 37.8 | 17.5 | 32.1 | 14.0 | 24.6 | 24.1 | 16.2 | 26.3 | 17.1 | 17.2 | 14.1 | 30.3 | 27.8 | 67.9 | 74.5 | 25.7 | 14.7 | 15.3 | 16.8 | 11.3 | 14.2 | 10.6 | 11.1 | 10.9 | 15.2 |
| Treynor Ratio | NA | -0.01 | -0.15 | 0.0 | -0.03 | -0.08 | NA | NA | 0.03 | 0.08 | 0.52 | -0.63 | 0.21 | 0.31 | 0.48 | -0.27 | -0.67 | 0.06 | -0.31 | -0.04 | 0.09 | 0.15 | 0.06 | 0.31 | 0.24 | -0.41 | -0.21 | 0.33 | 0.14 | 0.38 | 0.36 | -0.02 | 0.05 | 0.34 | -0.03 | -0.16 |
| Alpha | NA | 0.0 | -0.04 | 0.01 | -0.02 | -0.02 | NA | NA | -0.01 | 0.02 | 0.06 | -0.14 | -0.02 | 0.07 | 0.04 | -0.05 | -0.01 | 0.0 | -0.08 | -0.06 | 0.03 | -0.01 | -0.01 | 0.01 | -0.02 | -0.02 | -0.01 | 0.01 | 0.02 | 0.03 | 0.0 | -0.02 | -0.01 | 0.04 | 0.04 | 0.04 |
| Beta | NA | 0.85 | 0.69 | 0.62 | 0.6 | 0.58 | NA | NA | 0.89 | 0.42 | 0.43 | 0.76 | 0.51 | 0.55 | 0.48 | 0.67 | 0.09 | 0.42 | 0.61 | 0.49 | 1.02 | 1.01 | 0.99 | 0.99 | 1.01 | 0.99 | 1.0 | 1.0 | 0.97 | 0.94 | 0.95 | 0.93 | 0.92 | 0.95 | 0.92 | 0.91 |
| RSquared | NA | 0.51 | 0.28 | 0.35 | 0.29 | 0.28 | NA | NA | 0.75 | 0.13 | 0.42 | 0.28 | 0.2 | 0.54 | 0.17 | 0.21 | 0.0 | 0.2 | 0.18 | 0.11 | 0.84 | 0.96 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | 0.98 | 0.96 | 0.94 | 0.94 | 0.84 | 0.84 | 0.65 | 0.84 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 8.1 | 16.2 | 2.0 | 3.1 | 2.7 | 2.1 | 6.7 | 17.7 | 8.1 | 13.1 | 5.9 | 7.1 | 6.7 | 5.7 | 5.2 | 6.4 |
| Dividend Growth(%) | 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 | -100.0 | -50.6 | 741.4 | -15.8 | 41.8 | -25.5 | -76.8 | -56.2 | 142.0 | -24.0 | 180.5 | -21.7 | 5.9 | 53.1 | 2.9 | -31.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/03/1997
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