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State Street Institutional U.s. Equity Fund (scl): (MF: SUSSX)
(NASDAQ Mutual Funds) As of Jul 19, 2024 08:00 PM ET
$15.50 USD
-0.11 (-0.71%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 17.18 | 19 |
| 3 months | 4.33 | 22 |
| 6 months | 17.18 | 19 |
| 1 Year | 28.14 | 20 |
| 3 Year | 10.06 | 10 |
| 5 Year | 15.83 | 15 |
| 10 Year | 12.57 | 22 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 91.19 |
| Bear Market (10/07 - 2/09) | -45.15 |
| Bull Market (2/09 - 3/21) | 784.57 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 28.14 |
| 5 Year | 15.83 |
| 10 Year | 12.57 |
| Since Inception | 8.09 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 12.32 | 4.33 | NA | NA |
| 2023 | 6.65 | 9.94 | -2.96 | 12.68 |
| 2022 | -5.28 | -15.77 | -4.81 | 7.16 |
| 2021 | 5.99 | 8.82 | -0.05 | 9.08 |
| 2020 | -17.80 | 21.31 | 9.97 | 12.01 |
| 2019 | 13.34 | 5.48 | 0.45 | 9.90 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 17.18 | 28.21 | -18.62 | 25.75 | 22.83 | 32.00 | -3.33 | 20.20 | 9.52 | -2.13 | 12.82 |
| % Total Return Rel to Index | 1.88 | 1.97 | -0.41 | -2.92 | 4.43 | 0.51 | 1.05 | -1.59 | -2.41 | -3.52 | -0.82 |
| % Total Return Rel to Peer | 6.52 | 5.21 | 1.07 | 3.70 | 2.91 | 3.58 | 3.52 | -0.47 | 1.70 | -0.53 | 4.61 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 3.00 | 2.00 | 3.00 | 2.00 | 2.00 | 3.00 | 3.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.06 | 0.07 | 0.08 | 0.10 | 0.11 | 0.14 | 0.17 | 0.17 | 0.19 | 0.20 |
| % Yield | 0.00 | 0.47 | 0.47 | 0.40 | 0.57 | 0.71 | 1.12 | 1.03 | 1.13 | 1.19 | 1.07 |
| Capital Gains ($) | 0.00 | 0.08 | 5.01 | 2.11 | 0.56 | 0.65 | 1.45 | 3.11 | 0.68 | 2.44 | 2.17 |
| Expense Ratio | 0.64 | 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%