State Street Institutional U.S. Equity Fund (SUSIX)

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State Street Institutional U.S. Equity Fund (SUSIX) is up 8.0% since the beginning of the year. SUSIX is currently trading at $14 per share. Investors who bought $1,000 worth of SUSIX shares 5 years ago would now be looking at an investment worth $1,871.

State Street Institutional U.S. Equity Fund (SUSIX) has returned 7.98% so far this year and 25.38% over the past 12 months. Looking at the last ten years, SUSIX has achieved an annualized return of 15.68%, outperforming the S&P 500 Index benchmark, which averaged 13.66% per year.

Based on dividend-adjusted daily data since Jan 2, 1998, SUSIX's average daily return is +0.04%, while the average monthly return is +0.88%. At this rate, an investment would double in approximately 6.6 years.

Historically, 63% of months were positive and 37% were negative. The best month was Dec 1999 with a return of +16.4%, while the worst month was Oct 2008 at -17.8%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.

On a daily basis, SUSIX closed higher 51% of trading days. The best single day was Dec 22, 1999 with a return of +18.8%, while the worst single day was Mar 16, 2020 at -12.1%.

State Street Institutional U.S. Equity Fund has an annualized alpha of 2.50%, beta of 0.96, and R2 of 0.91 versus S&P 500 Index. Calculated based on daily prices since January 05, 1998.

• This fund captured 103.71% of S&P 500 Index gains but only 93.87% of its losses - a favorable profile for investors.
• This fund generated an annualized alpha of 2.50% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
• With beta of 0.96 and R2 of 0.91, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

SUSIX has an expense ratio of 0.37%, placing it in the medium range.

SUSIX ranks 50 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for State Street Institutional U.S. Equity Fund (SUSIX) and compare them to S&P 500 Index.

State Street Institutional U.S. Equity Fund provided a 7.02% dividend yield over the last twelve months, with an annual payout of $1.01 per share.

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.

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.

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 0.07%.

The chart below shows the rolling one-month volatility.