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SIVIX: STATE STREET INSTITUTIONAL SMALL-CAP EQUITY FUND INVESTMENT CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 08/17/2006 |
| Last Dividend Date: | 12/19/2024 |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 03/16/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.7 | -1.2 | -8.4 | 2.1 | -0.9 | 7.3 | 8.0 | 7.2 | -12.3 | 10.8 | 14.8 | -15.0 | 21.5 | 15.2 | 26.7 | -10.1 | 13.2 | 20.2 | -3.9 | 4.2 | 37.3 | 14.9 | 3.3 | 27.7 | 30.6 | -36.7 | 2.5 | 10.1 |
| Sharpe Ratio | NA | -0.47 | -0.42 | -0.06 | -0.15 | 0.26 | NA | 0.27 | -0.58 | 0.41 | 0.56 | -0.65 | 1.16 | 0.4 | 1.43 | -0.68 | 1.13 | 1.14 | -0.25 | 0.3 | 2.92 | 0.96 | 0.11 | 1.34 | 1.02 | -0.89 | -0.03 | 2.04 |
| Draw Down(%) | NA | 9.2 | 18.8 | 25.7 | 26.5 | 43.9 | NA | 56.5 | 23.2 | 8.0 | 16.1 | 24.4 | 9.3 | 41.5 | 9.1 | 26.0 | 5.7 | 13.9 | 14.6 | 12.6 | 5.0 | 11.5 | 25.4 | 15.5 | 27.1 | 51.7 | 11.9 | 2.9 |
| Standard Deviation(%) | NA | 17.3 | 26.4 | 21.5 | 21.7 | 21.9 | NA | 22.7 | 26.6 | 17.6 | 20.0 | 25.4 | 18.5 | 37.4 | 17.7 | 17.0 | 11.1 | 17.5 | 15.6 | 14.1 | 12.8 | 15.6 | 30.0 | 20.6 | 29.8 | 42.0 | 18.9 | 12.8 |
| Treynor Ratio | NA | -0.08 | -0.11 | -0.01 | -0.03 | 0.06 | NA | 0.06 | -0.16 | 0.07 | 0.11 | -0.17 | 0.19 | 0.19 | 0.22 | -0.13 | 0.09 | 0.17 | -0.04 | 0.04 | 0.36 | 0.13 | 0.03 | 0.26 | 0.29 | -0.39 | -0.01 | 0.17 |
| Alpha | NA | 0.02 | -0.1 | -0.06 | -0.05 | -0.02 | NA | -0.01 | -0.12 | -0.05 | -0.03 | 0.02 | -0.03 | 0.01 | -0.02 | -0.03 | -0.06 | 0.02 | -0.02 | -0.04 | 0.01 | -0.01 | 0.01 | 0.04 | 0.01 | 0.0 | -0.01 | -0.04 |
| Beta | NA | 1.07 | 1.01 | 1.0 | 1.01 | 0.94 | NA | 1.0 | 0.99 | 1.03 | 0.99 | 0.98 | 1.11 | 0.8 | 1.12 | 0.89 | 1.37 | 1.18 | 0.92 | 1.09 | 1.04 | 1.13 | 1.24 | 1.08 | 1.05 | 0.96 | 1.1 | 1.52 |
| RSquared | NA | 0.57 | 0.49 | 0.48 | 0.61 | 0.6 | NA | 0.75 | 0.51 | 0.54 | 0.42 | 0.88 | 0.61 | 0.55 | 0.63 | 0.8 | 0.67 | 0.78 | 0.83 | 0.77 | 0.81 | 0.86 | 0.93 | 0.89 | 0.92 | 0.88 | 0.87 | 0.74 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 11.1 | 8.3 | 3.9 | 17.4 | 3.5 | 7.5 | 14.8 | 9.6 | 0.0 | 11.2 | 10.7 | 12.3 | 9.0 | 1.0 | 0.1 | 0.5 | 0.6 | 10.4 | 7.9 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 41.4 | 68.5 | -76.2 | 440.9 | -43.7 | -62.5 | 59.3 | N/A | -100.0 | -2.0 | 4.4 | 45.8 | 811.3 | 2416.7 | -85.7 | -52.8 | -94.4 | 34.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/22/1999
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