Nasdaq - Delayed Quote USD
State Street Instl US Equity Inv (SUSIX)
12.30
+0.02
+(0.16%)
At close: 8:04:28 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 34.43% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 19 |
| Number of Years Down | 8 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| SUSIX | Category Average | SUSIX | Category Average | SUSIX | Category Average | |
| Alpha | 0.35 | -0.01 | 0.06 | -0.01 | -0.12 | -0.01 |
| BETA | 0.99 | 0.01 | 0.98 | 0.01 | 1 | 0.01 |
| Mean Annual Return | 1.09 | 0.01 | 1.31 | 0.01 | 1.06 | 0.01 |
| R-squared | 98.9 | 0.94 | 98.65 | 0.95 | 98.28 | 0.95 |
| Standard Deviation | 16.3 | 0.17 | 15.99 | 0.19 | 15.47 | 0.15 |
| Sharpe Ratio | 0.52 | 0 | 0.81 | 0.01 | 0.69 | 0.01 |
| Treynor Ratio | 7.86 | 0.03 | 12.81 | 0.1 | 10.16 | 0.1 |
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