Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SUSIX (STATE STREET INSTITUTIONAL U.S. EQUITY FUND INVESTMENT CLASS) | 5.41% | 11.99% | 19.67% | 16.58% | 5.66% | 7.09% | 5.19% | 7.51% |
Data as of 07/01/2025, AR inception is 01/14/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SUSIX (STATE STREET INSTITUTIONAL U.S. EQUITY FUND INVESTMENT CLASS) | 01/14/1998 | 07/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 1.90 | 11.99 | 19.67 | 16.58 | 5.66 | 7.09 | 5.19 | 7.51 | 5.41 | 25.02 | 28.63 | -18.03 | 26.46 | 23.02 | 24.34 | -16.90 | -5.09 | 2.85 | -19.17 | -2.07 | 9.42 | 14.94 | 6.02 | 30.99 | 24.61 | -39.51 | -17.83 | 36.10 | 15.99 | 36.82 | 35.02 | -0.42 | 7.04 | 35.85 | 0.59 | -10.97 |
| Sharpe Ratio | NA | 0.41 | 0.88 | 0.86 | 0.19 | NA | NA | 0.22 | 0.31 | 1.64 | 1.88 | -0.78 | 1.94 | 0.71 | 1.63 | -0.74 | -0.24 | 0.16 | -0.73 | -0.12 | 0.55 | 1.06 | 0.20 | 1.11 | 0.36 | -0.54 | -0.82 | 2.24 | 0.90 | 2.13 | 3.03 | -0.11 | 0.44 | 2.84 | -0.25 | -0.98 |
| Standard Deviation(%) | NA | 19.59 | 17.49 | 17.84 | 21.71 | NA | NA | 26.81 | 23.97 | 13.04 | 13.44 | 25.02 | 13.61 | 31.71 | 14.04 | 24.63 | 24.12 | 16.18 | 26.32 | 17.09 | 17.19 | 14.10 | 30.26 | 27.79 | 67.86 | 74.51 | 25.72 | 14.66 | 15.34 | 16.85 | 11.33 | 14.16 | 10.57 | 11.14 | 10.90 | 15.17 |
| Draw Down(%) | NA | 18.71 | 18.71 | 24.45 | 44.22 | NA | NA | 75.39 | 18.71 | 8.25 | 9.30 | 24.45 | 5.35 | 32.62 | 6.83 | 30.49 | 21.04 | 12.21 | 24.03 | 14.14 | 17.58 | 9.16 | 23.00 | 15.94 | 45.37 | 65.64 | 28.40 | 9.12 | 10.53 | 16.15 | 6.21 | 21.55 | 10.53 | 6.16 | 20.09 | 24.35 |
| Yield(%) | 0.00 | 14.13 | 11.58 | 15.85 | 6.38 | 7.49 | 5.71 | 8.71 | 0.00 | 16.74 | 2.09 | 30.80 | 15.26 | 5.41 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 8.14 | 16.22 | 1.98 | 3.08 | 2.66 | 2.09 | 6.72 | 17.71 | 8.13 | 13.07 | 5.93 | 7.07 | 6.73 | 5.71 | 5.18 | 6.36 |
Data as of 07/01/2025, AR inception is 01/14/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUSIX (STATE STREET INSTITUTIONAL U.S. EQUITY FUND INVESTMENT CLASS) |
-28.14%
Mar 2006 - Mar 2009 |
-9.29%
Mar 2004 - Mar 2009 |
-1.76%
Jan 2007 - Jan 2017 |
0.59%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUSIX (STATE STREET INSTITUTIONAL U.S. EQUITY FUND INVESTMENT CLASS) |
44.22%
Mar 2009 - Mar 2012 |
28.76%
Feb 2009 - Feb 2014 |
14.65%
Aug 1998 - Aug 2008 |
11.98%
Nov 1999 - Nov 2014 |
Annualized Rolling Returns Comparison Chart