State Street Institutional U.S. Equity Fund (SUSIX)
The investment seeks long-term growth of capital. 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.
Fund Info
US85749F7078
Nov 25, 1997
$10,000,000
Large-Cap
Blend
Expense Ratio
SUSIX has an expense ratio of 0.37%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
State Street Institutional U.S. Equity Fund (SUSIX) returned 0.00% year-to-date (YTD) and 10.50% over the past 12 months. Over the past 10 years, SUSIX delivered an annualized return of 12.69%, outperforming the S&P 500 benchmark at 10.84%.
SUSIX
0.00%
6.64%
-1.90%
10.50%
14.53%
15.89%
12.69%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of SUSIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.38% | -2.08% | -5.64% | -0.61% | 6.36% | 0.00% | |||||||
| 2024 | 2.31% | 6.51% | 3.18% | -4.11% | 4.70% | 3.93% | 0.98% | 2.40% | 1.61% | -1.08% | 5.10% | -2.45% | 25.02% |
| 2023 | 6.85% | -2.94% | 2.93% | 2.00% | 1.55% | 6.30% | 3.06% | -1.02% | -4.78% | -1.28% | 9.27% | 4.45% | 28.63% |
| 2022 | -3.46% | -3.66% | 2.36% | -8.57% | 0.18% | -7.92% | 9.48% | -4.11% | -9.31% | 7.19% | 5.75% | -5.41% | -18.03% |
| 2021 | -1.54% | 3.33% | 4.28% | 5.80% | 0.84% | 2.07% | 2.43% | 2.15% | -4.43% | 6.55% | -1.63% | 4.44% | 26.46% |
| 2020 | 0.39% | -7.36% | -11.58% | 13.29% | 5.32% | 1.68% | 6.30% | 7.78% | -3.92% | -2.00% | 10.30% | 3.63% | 23.02% |
| 2019 | 8.31% | 2.53% | 2.11% | 4.48% | -6.19% | 7.74% | 1.06% | -1.86% | 1.32% | 2.76% | 3.72% | 3.21% | 32.36% |
| 2018 | 5.69% | -3.07% | -2.22% | -0.08% | 2.35% | 0.95% | 4.16% | 2.57% | 1.10% | -7.13% | 2.59% | -9.23% | -3.40% |
| 2017 | 2.93% | 3.97% | 0.58% | 1.43% | 0.42% | 0.92% | 2.37% | 0.14% | 1.63% | 1.87% | 2.04% | 0.78% | 20.75% |
| 2016 | -6.50% | -0.25% | 6.29% | 0.88% | 2.62% | -1.24% | 4.15% | 0.83% | 0.59% | -2.22% | 3.18% | 1.69% | 9.83% |
| 2015 | -4.17% | 6.29% | -1.26% | 0.76% | 1.20% | -1.50% | 2.73% | -6.73% | -4.24% | 8.92% | -0.25% | -2.94% | -2.26% |
| 2014 | -3.08% | 4.60% | 0.87% | -0.49% | 2.71% | 2.64% | -0.35% | 3.88% | -2.09% | 1.85% | 2.61% | -0.09% | 13.52% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SUSIX is 43, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for State Street Institutional U.S. Equity Fund (SUSIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
State Street Institutional U.S. Equity Fund provided a 15.35% dividend yield over the last twelve months, with an annual payout of $1.87 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.87 | $1.87 | $0.19 | $5.12 | $2.24 | $0.70 | $0.81 | $1.64 | $3.32 | $0.89 | $2.68 | $2.42 |
Dividend yield | 15.35% | 15.35% | 1.66% | 57.55% | 13.56% | 4.65% | 6.40% | 16.03% | 26.98% | 6.88% | 21.28% | 15.52% |
Monthly Dividends
The table displays the monthly dividend distributions for State Street Institutional U.S. Equity Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.87 | $1.87 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.19 |
| 2022 | $3.59 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.53 | $5.12 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.24 | $2.24 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.70 | $0.70 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.81 | $0.81 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.64 | $1.64 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.32 | $3.32 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.89 | $0.89 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.68 | $2.68 |
| 2014 | $2.42 | $2.42 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the State Street Institutional U.S. Equity Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the State Street Institutional U.S. Equity Fund was 51.69%, occurring on Mar 9, 2009. Recovery took 762 trading sessions.
The current State Street Institutional U.S. Equity Fund drawdown is 3.71%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -51.69% | Oct 10, 2007 | 354 | Mar 9, 2009 | 762 | Mar 15, 2012 | 1116 |
| -36.38% | Sep 5, 2000 | 523 | Oct 9, 2002 | 800 | Dec 13, 2005 | 1323 |
| -32.62% | Feb 20, 2020 | 23 | Mar 23, 2020 | 83 | Jul 21, 2020 | 106 |
| -24.45% | Jan 5, 2022 | 196 | Oct 14, 2022 | 278 | Nov 22, 2023 | 474 |
| -19.2% | Oct 4, 2018 | 56 | Dec 24, 2018 | 75 | Apr 12, 2019 | 131 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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