State Street Institutional U.s. Equity Fund (scl): (MF: SUSSX)
(NASDAQ Mutual Funds) As of Jun 11, 2024 08:00 PM ET
$15.18 USD
+0.05 (0.33%)
Latest Performance as of Apr 30, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 7.68 | 18 |
3 months | 5.27 | 21 |
6 months | 22.79 | 35 |
1 Year | 26.93 | 23 |
3 Year | 8.02 | 11 |
5 Year | 14.12 | 11 |
10 Year | 12.21 | 22 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 91.19 |
Bear Market (10/07 - 2/09) | -45.16 |
Bull Market (2/09 - 3/21) | 747.83 |
Load Adjusted Returns as of Apr 30, 2024
1 Year | 35.03 |
5 Year | 16.08 |
10 Year | 12.63 |
Since Inception | 7.99 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 12.32 | NA | NA | NA |
2023 | 6.65 | 9.94 | -2.96 | 12.68 |
2022 | -5.28 | -15.77 | -4.81 | 7.16 |
2021 | 5.99 | 8.82 | -0.05 | 9.08 |
2020 | -17.80 | 21.31 | 9.97 | 12.01 |
2019 | 13.34 | 5.48 | 0.45 | 9.90 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 7.68 | 28.21 | -18.62 | 25.75 | 22.83 | 32.00 | -3.33 | 20.20 | 9.52 | -2.13 | 12.82 |
% Total Return Rel to Index | 1.63 | 1.97 | -0.41 | -2.92 | 4.43 | 0.51 | 1.05 | -1.59 | -2.41 | -3.52 | -0.82 |
% Total Return Rel to Peer | 2.84 | 5.21 | 1.07 | 3.70 | 2.91 | 3.58 | 3.52 | -0.47 | 1.70 | -0.53 | 4.61 |
% Perf Quintile vs Peer* | 0.00 | 2.00 | 3.00 | 2.00 | 3.00 | 2.00 | 2.00 | 3.00 | 3.00 | 3.00 | 2.00 |
% Dividends | 0.00 | 0.06 | 0.07 | 0.08 | 0.10 | 0.11 | 0.14 | 0.17 | 0.17 | 0.19 | 0.20 |
% Yield | 0.00 | 0.47 | 0.47 | 0.40 | 0.57 | 0.71 | 1.12 | 1.03 | 1.13 | 1.19 | 1.07 |
Capital Gains ($) | 0.00 | 0.08 | 5.01 | 2.11 | 0.56 | 0.65 | 1.45 | 3.11 | 0.68 | 2.44 | 2.17 |
Expense Ratio | 0.00 | 0.65 | 0.63 | 0.62 | 0.62 | 0.63 | 0.62 | 0.62 | 0.62 | 0.62 | 0.61 |
* 1 = Top 20%, 5 = Bottom 20%