SUSIX vs. SSAQX
Compare and contrast key facts about State Street Institutional U.S. Equity Fund (SUSIX) and State Street U.S. Core Equity Fund (SSAQX).
SUSIX is managed by State Street. It was launched on Nov 25, 1997. SSAQX is managed by State Street. It was launched on Dec 31, 1979.
Performance
SUSIX vs. SSAQX - Performance Comparison
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SUSIX vs. SSAQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
SUSIX State Street Institutional U.S. Equity Fund | -8.73% | 17.16% | 25.02% | 28.63% | -18.03% | 12.06% |
SSAQX State Street U.S. Core Equity Fund | -8.81% | 17.43% | 5.04% | 28.87% | -18.27% | 12.02% |
Returns By Period
The year-to-date returns for both stocks are quite close, with SUSIX having a -8.73% return and SSAQX slightly lower at -8.81%.
SUSIX
- 1D
- -0.16%
- 1M
- -7.97%
- YTD
- -8.73%
- 6M
- -5.95%
- 1Y
- 13.04%
- 3Y*
- 17.23%
- 5Y*
- 10.93%
- 10Y*
- 14.07%
SSAQX
- 1D
- -0.17%
- 1M
- -8.03%
- YTD
- -8.81%
- 6M
- -5.92%
- 1Y
- 13.24%
- 3Y*
- 10.73%
- 5Y*
- —
- 10Y*
- —
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SUSIX vs. SSAQX - Expense Ratio Comparison
SUSIX has a 0.37% expense ratio, which is higher than SSAQX's 0.16% expense ratio.
Return for Risk
SUSIX vs. SSAQX — Risk / Return Rank
SUSIX
SSAQX
SUSIX vs. SSAQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Institutional U.S. Equity Fund (SUSIX) and State Street U.S. Core Equity Fund (SSAQX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| SUSIX | SSAQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 0.78 | -0.02 |
Sortino ratioReturn per unit of downside risk | 1.20 | 1.22 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.18 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 1.00 | -0.02 |
Martin ratioReturn relative to average drawdown | 4.05 | 4.12 | -0.07 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SUSIX | SSAQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 0.78 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.32 | +0.15 |
Correlation
The correlation between SUSIX and SSAQX is 1.00, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SUSIX vs. SSAQX - Dividend Comparison
SUSIX's dividend yield for the trailing twelve months is around 8.31%, less than SSAQX's 13.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SUSIX State Street Institutional U.S. Equity Fund | 8.31% | 7.58% | 15.35% | 1.66% | 57.55% | 13.56% | 4.65% | 6.40% | 16.03% | 26.98% | 6.88% | 21.28% |
SSAQX State Street U.S. Core Equity Fund | 13.18% | 12.02% | 0.00% | 3.83% | 9.83% | 13.21% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SUSIX vs. SSAQX - Drawdown Comparison
The maximum SUSIX drawdown since its inception was -51.69%, which is greater than SSAQX's maximum drawdown of -31.70%. Use the drawdown chart below to compare losses from any high point for SUSIX and SSAQX.
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Drawdown Indicators
| SUSIX | SSAQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.69% | -31.70% | -19.99% |
Max Drawdown (1Y)Largest decline over 1 year | -11.51% | -11.49% | -0.02% |
Max Drawdown (5Y)Largest decline over 5 years | -24.45% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -32.62% | — | — |
Current DrawdownCurrent decline from peak | -10.69% | -13.39% | +2.70% |
Average DrawdownAverage peak-to-trough decline | -7.82% | -8.28% | +0.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.79% | 2.80% | -0.01% |
Volatility
SUSIX vs. SSAQX - Volatility Comparison
State Street Institutional U.S. Equity Fund (SUSIX) and State Street U.S. Core Equity Fund (SSAQX) have volatilities of 4.36% and 4.30%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SUSIX | SSAQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.36% | 4.30% | +0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 9.07% | 9.07% | 0.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.92% | 17.86% | +0.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.25% | 19.02% | -1.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.02% | 19.02% | -1.00% |