Nasdaq - Delayed Quote USD

State Street Instl US Equity Inv (SUSIX)

12.30
+0.02
+(0.16%)
At close: 8:04:28 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.66%
5y Average Return 17.29%
Number of Years Up 19
Number of Years Down 8
Best 1Y Total Return (May 16, 2025) 34.43%
Worst 1Y Total Return (May 16, 2025) --
Best 3Y Total Return 34.43%
Worst 3Y Total Return 6.82%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SUSIX
Category
YTD
-5.98%
5.31%
1-Month
-0.61%
-4.19%
3-Month
-8.17%
3.90%
1-Year
9.03%
20.31%
3-Year
12.48%
6.48%
5-Year
15.46%
11.78%
10-Year
12.13%
10.96%
Last Bull Market
18.86%
25.56%
Last Bear Market
-15.66%
-15.11%

Annual Total Return (%) History

Year
SUSIX
Category
2025
--
--
2024
25.03%
--
2023
28.62%
22.32%
2022
-18.51%
-16.96%
2021
26.13%
26.07%
2020
23.03%
15.83%
2019
32.32%
28.78%
2018
-3.06%
-6.27%

2017
20.45%
20.44%
2016
9.86%
10.37%
2015
-1.91%
-1.07%
2014
13.11%
10.96%
2013
34.43%
31.50%
2012
16.35%
14.96%
2011
-2.39%
-1.27%
2010
10.56%
14.01%
2009
32.32%
28.17%
2008
-35.71%
-37.79%
2007
8.12%
6.16%
2006
16.41%
14.17%
2005
2.78%
5.88%
2004
8.42%
10.02%
2003
23.66%
27.05%
2002
-19.10%
-22.25%
2001
-8.32%
-13.50%
2000
-0.15%
-6.31%
1999
19.78%
20.16%
1998
23.75%
22.39%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -5.41% -- -- --
2024 12.43% 4.34% 5.07% 1.43%
2023 6.74% 10.11% -2.87% 12.67%
2022 -5.31% -15.66% -4.79% 7.18%
2021 6.09% 8.90% 0.00% 9.17%
2020 -17.77% 21.32% 10.09% 12.02%
2019 13.39% 5.60% 0.49% 9.97%
2018 0.16% 3.24% 8.01% -13.22%
2017 7.63% 2.79% 4.18% 4.50%
2016 -0.87% 2.24% 5.63% 2.62%

2015 0.58% 0.45% -8.25% 5.82%
2014 2.26% 4.91% 1.35% 4.03%
2013 10.80% 4.06% 6.63% 9.34%
2012 14.27% -4.66% 6.97% -0.16%
2011 5.75% -1.24% -16.01% 11.28%
2010 4.85% -13.52% 10.18% 10.67%
2009 -6.84% 18.96% 14.25% 4.50%
2008 -9.25% -0.26% -7.02% -23.60%
2007 0.15% 6.84% 3.24% -2.12%
2006 4.47% -0.95% 6.24% 5.90%
2005 -2.01% 0.94% 2.29% 1.58%
2004 0.99% 1.07% -2.20% 8.62%
2003 -3.40% 14.09% 1.59% 10.44%
2002 1.85% -12.34% -15.94% 7.80%
2001 -8.13% 3.21% -12.28% 10.23%
2000 2.10% -1.63% 0.22% -0.80%
1999 5.68% 8.14% -6.39% 11.97%
1998 11.95% 2.52% -10.08% 19.90%

Rank in Category (By Total Return)

YTD 75
1-Month 38
3-Month 60
1-Year 63
3-Year 15
5-Year 27

Load Adjusted Returns

1-Year 9.03%
3-Year 12.48%
5-Year 15.46%
10-Year 12.13%

Performance & Risk

YTD Return 0.66%
5y Average Return 17.29%
Rank in Category (ytd) 75
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family State Street Global Advisors
Net Assets 284.4M
YTD Return -5.98%
Yield 0.86%
Morningstar Rating
Inception Date Nov 25, 1997

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 U.S. companies, such as common and preferred stocks.

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