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State Street Instl US Equity Inv (SUSIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.21-0.07 (-0.53%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return17.32%
5-year average return16.09%
Number of years up18
Number of years down8
Best 1-yr total return (27 Jun 2024)34.43%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return34.43%
Worst 3-yr total return6.82%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSUSIXCategory
YTD12.88%5.31%
1-month4.70%-4.19%
3-month3.59%3.90%
1-year31.31%20.31%
3-year9.65%6.48%
5-year16.93%11.78%
10-year12.71%10.96%
Last bull market28.32%25.56%
Last bear market-15.66%-15.11%

Annual total return (%) history

Year
SUSIXCategory
2024
N/AN/A
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
202412.43%N/AN/AN/A
20236.74%10.11%-2.87%12.67%
2022-5.31%-15.66%-4.79%7.18%
20216.09%8.90%0.00%9.17%
2020-17.77%21.32%10.09%12.02%
201913.39%5.60%0.49%9.97%
20180.16%3.24%8.01%-13.22%
20177.63%2.79%4.18%4.50%
2016-0.87%2.24%5.63%2.62%
20150.58%0.45%-8.25%5.82%
20142.26%4.91%1.35%4.03%
201310.80%4.06%6.63%9.34%
201214.27%-4.66%6.97%-0.16%
20115.75%-1.24%-16.01%11.28%
20104.85%-13.52%10.18%10.67%
2009-6.84%18.96%14.25%4.50%
2008-9.25%-0.26%-7.02%-23.60%
20070.15%6.84%3.24%-2.12%
20064.47%-0.95%6.24%5.90%
2005-2.01%0.94%2.29%1.58%
20040.99%1.07%-2.20%8.62%
2003-3.40%14.09%1.59%10.44%
20021.85%-12.34%-15.94%7.80%
2001-8.13%3.21%-12.28%10.23%
20002.10%-1.63%0.22%-0.80%
19995.68%8.14%-6.39%11.97%
199811.95%2.52%-10.08%19.90%

Rank in category (by total return)

YTD14
1-month45
3-month45
1-year11
3-year18
5-year6

Load adjusted returns

1-year31.31%
3-year9.65%
5-year16.93%
10-year12.71%