Nasdaq - Delayed Quote USD

State Street Instl Small-Cap Equity Inv (SIVIX)

16.67
+0.05
+(0.30%)
At close: 8:04:25 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -3.20%
5y Average Return 9.97%
Number of Years Up 21
Number of Years Down 5
Best 1Y Total Return (Jun 9, 2025) 37.13%
Worst 1Y Total Return (Jun 9, 2025) --
Best 3Y Total Return 37.13%
Worst 3Y Total Return 2.44%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SIVIX
Category
YTD
-5.71%
20.19%
1-Month
5.89%
0.02%
3-Month
-4.60%
4.36%
1-Year
1.58%
60.18%
3-Year
5.93%
11.32%
5-Year
11.03%
13.88%
10-Year
7.76%
11.19%
Last Bull Market
20.79%
27.98%
Last Bear Market
-13.75%
-24.08%

Annual Total Return (%) History

Year
SIVIX
Category
2025
--
--
2024
10.86%
--
2023
14.09%
--
2022
-15.01%
--
2021
20.92%
--
2020
15.17%
10.99%
2019
26.66%
23.75%
2018
-9.70%
-12.72%

2017
13.07%
12.28%
2016
24.22%
20.78%
2015
-3.80%
-5.38%
2014
4.07%
3.79%
2013
37.13%
37.39%
2012
14.85%
15.46%
2011
3.27%
-4.07%
2010
27.69%
25.61%
2009
30.57%
31.80%
2008
-36.64%
-36.56%
2007
2.38%
-1.10%
2006
13.58%
15.03%
2005
9.48%
6.75%
2004
15.65%
18.94%
2003
24.37%
43.41%
2002
-14.79%
-16.22%
2001
12.81%
8.92%
2000
16.43%
11.89%
1999
16.69%
19.95%
1998
--
-3.03%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -8.33% -- -- --
2024 5.06% -3.49% 8.84% 0.46%
2023 3.33% 4.65% -5.18% 11.28%
2022 -8.23% -13.75% -2.39% 10.01%
2021 12.83% 3.15% -1.95% 5.96%
2020 -31.22% 24.25% 4.64% 28.80%
2019 14.46% 3.23% -1.16% 8.45%
2018 -0.62% 8.66% 4.13% -19.70%
2017 2.81% 2.47% 4.52% 2.68%
2016 1.40% 4.77% 7.61% 8.66%

2015 4.06% 0.62% -11.17% 3.42%
2014 0.71% 4.22% -6.94% 6.54%
2013 12.75% 2.67% 9.55% 8.13%
2012 11.89% -4.57% 4.48% 2.96%
2011 9.50% -0.19% -18.94% 16.56%
2010 7.45% -7.82% 10.32% 16.86%
2009 -10.15% 20.58% 15.61% 4.25%
2008 -7.70% 2.76% -7.97% -27.41%
2007 3.58% 5.28% -1.43% -4.75%
2006 12.90% -6.69% 0.39% 7.39%
2005 -0.81% 4.74% 4.03% 1.29%
2004 6.34% 0.75% -3.67% 12.05%
2003 -8.51% 13.85% 4.47% 14.30%
2002 2.90% -2.74% -16.06% 1.43%
2001 -5.22% 13.97% -9.44% 15.31%
2000 10.64% -4.65% 2.77% 7.40%
1999 -15.86% 22.66% -4.62% 18.53%
1998 15.79% -- -- --

Rank in Category (By Total Return)

YTD 44
1-Month 26
3-Month 63
1-Year 35
3-Year 38
5-Year 59

Load Adjusted Returns

1-Year 1.58%
3-Year 5.93%
5-Year 11.03%
10-Year 7.76%

Performance & Risk

YTD Return -3.20%
5y Average Return 9.97%
Rank in Category (ytd) 44
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.11
Morningstar Risk Rating

Fund Overview

Category Small Blend
Fund Family State Street Global Advisors
Net Assets 474.81M
YTD Return -5.71%
Yield 0.89%
Morningstar Rating
Inception Date Aug 03, 1998

Fund Summary

The fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) under normal circumstances in equity securities of small-cap companies, such as common and preferred stocks. It defines a small-cap company as one with a market capitalization that, at the time of initial investment, falls between (a) the market capitalization of the smallest company in the Russell 2000® Index and (b) either the larger of the market capitalization of the largest company in the Russell 2000® Index or $3.0 billion.

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