It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
SUSIX: STATE STREET INSTITUTIONAL U.S. EQUITY FUND INVESTMENT CLASS (MUTUAL FUND)
Basic Info 13.94 0.37(2.59%) June 05
| Asset Class: | REAL ESTATE |
| MyPlanIQ Rating: | (32%) |
| Start Date: | 01/14/1998 |
| Last Dividend Date: | 12/22/2025 |
| 12-Mo. Yield | 8.25% |
| Expenses | 1.19% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.6 | 5.0 | 21.9 | 20.5 | 12.6 | 9.5 | 6.2 | 4.9 | 7.8 | 17.2 | 25.0 | 28.6 | -18.0 | 26.5 | 23.0 | 24.3 | -16.9 | -5.1 | 2.9 | -19.2 | -2.1 | 9.4 | 14.9 | 6.0 | 31.0 | 24.6 | -39.5 | -17.8 | 36.1 | 16.0 | 36.8 | 35.0 | -0.4 | 7.0 | 35.9 | 0.6 | -11.0 |
| Sharpe Ratio | NA | 1.26 | 1.97 | 1.28 | 0.62 | 0.4 | NA | NA | 0.24 | 0.78 | 1.64 | 1.87 | -0.78 | 1.94 | 0.71 | 1.63 | -0.74 | -0.24 | 0.16 | -0.73 | -0.12 | 0.55 | 1.06 | 0.2 | 1.11 | 0.36 | -0.54 | -0.82 | 2.24 | 0.9 | 2.13 | 3.03 | -0.11 | 0.44 | 2.84 | -0.25 | -0.98 |
| Draw Down(%) | NA | 10.7 | 10.7 | 18.7 | 24.4 | 41.8 | NA | NA | 75.4 | 18.7 | 8.3 | 9.3 | 24.4 | 5.3 | 32.6 | 6.8 | 30.5 | 21.0 | 12.2 | 24.0 | 14.1 | 17.6 | 9.2 | 23.0 | 15.9 | 45.4 | 65.6 | 28.4 | 9.1 | 10.5 | 16.2 | 6.2 | 21.5 | 10.5 | 6.2 | 20.1 | 24.4 |
| Standard Deviation(%) | NA | 13.9 | 12.0 | 14.8 | 17.2 | 20.3 | NA | NA | 26.5 | 18.3 | 13.0 | 13.4 | 25.0 | 13.6 | 31.7 | 14.0 | 24.6 | 24.1 | 16.2 | 26.3 | 17.1 | 17.2 | 14.1 | 30.3 | 27.8 | 67.9 | 74.5 | 25.7 | 14.7 | 15.3 | 16.8 | 11.3 | 14.2 | 10.6 | 11.1 | 10.9 | 15.2 |
| Treynor Ratio | NA | 0.36 | 0.65 | 0.41 | 0.18 | 0.14 | NA | NA | 0.07 | 0.22 | 0.64 | 0.58 | -0.24 | 0.44 | 0.39 | 0.48 | -0.27 | -0.67 | 0.06 | -0.31 | -0.04 | 0.09 | 0.15 | 0.06 | 0.31 | 0.24 | -0.41 | -0.21 | 0.33 | 0.14 | 0.38 | 0.36 | -0.02 | 0.05 | 0.33 | -0.03 | -0.16 |
| Alpha | NA | 0.03 | 0.07 | 0.06 | 0.04 | 0.03 | NA | NA | 0.01 | 0.05 | 0.08 | 0.07 | 0.02 | 0.01 | 0.09 | 0.04 | -0.05 | -0.01 | 0.0 | -0.08 | -0.06 | 0.03 | -0.01 | -0.01 | 0.01 | -0.02 | -0.02 | -0.01 | 0.01 | 0.02 | 0.03 | 0.0 | -0.02 | -0.01 | 0.04 | 0.04 | 0.04 |
| Beta | NA | 0.49 | 0.36 | 0.46 | 0.6 | 0.57 | NA | NA | 0.89 | 0.66 | 0.33 | 0.43 | 0.82 | 0.6 | 0.58 | 0.48 | 0.67 | 0.09 | 0.42 | 0.61 | 0.49 | 1.02 | 1.01 | 0.99 | 0.99 | 1.01 | 0.99 | 1.0 | 1.0 | 0.97 | 0.94 | 0.95 | 0.93 | 0.92 | 0.95 | 0.92 | 0.91 |
| RSquared | NA | 0.23 | 0.16 | 0.27 | 0.43 | 0.36 | NA | NA | 0.78 | 0.38 | 0.17 | 0.43 | 0.66 | 0.43 | 0.61 | 0.17 | 0.21 | 0.0 | 0.2 | 0.18 | 0.11 | 0.84 | 0.96 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | 0.98 | 0.96 | 0.94 | 0.94 | 0.84 | 0.84 | 0.65 | 0.84 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 8.3 | 16.7 | 2.1 | 30.8 | 15.3 | 5.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 8.1 | 16.2 | 2.0 | 3.1 | 2.7 | 2.1 | 6.7 | 17.7 | 8.1 | 13.1 | 5.9 | 7.1 | 6.7 | 5.7 | 5.2 | 6.4 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -46.2 | 906.5 | -96.4 | 128.2 | 223.0 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -50.6 | 741.4 | -15.8 | 41.8 | -25.5 | -76.8 | -56.2 | 142.0 | -24.0 | 180.5 | -21.7 | 5.9 | 53.1 | 2.9 | -31.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/03/1997
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See REAL ESTATE Asset Class Trend Rankings |
Top Rated Funds in REAL ESTATE
Best Mutual Funds
- FRESX (FIDELITY REAL ESTATE INVESTMENT PORTFOLIO FIDELITY REAL ESTATE INVESTMENT PORTFOLIO) (96%)
- FHEIX (FIDELITY ADVISOR REAL ESTATE FUND CLASS I) (91%)
- FRIFX (FIDELITY REAL ESTATE INCOME FUND FIDELITY REAL ESTATE INCOME FUND) (88%)
- FARCX (NUVEEN REAL ESTATE SECURITIES FUND CLASS I) (87%)
- HLRRX (REMS REAL ESTATE VALUE-OPPORTUNITY FUND INSTITUTIONAL SHARES) (87%)
- NBRFX (NEUBERGER BERMAN REAL ESTATE FUND TRUST CLASS) (86%)
- CRARX (VOYA REAL ESTATE FUND CLASS I) (85%)
- CREEX (COLUMBIA REAL ESTATE EQUITY FUND COLUMBIA REAL ESTATE EQUITY FUND CLASS Z) (84%)
- MRESX (AMG MANAGERS CENTERSQUARE REAL ESTATE FUND CLASS N) (84%)
- RRRRX (DEUTSCHE REAL ESTATE SECURITIES FUND INSTITUTIONAL CLASS) (83%)
Best ETFs
- ICF (iShares Cohen & Steers REIT ETF) (96%)
- RWR (SPDR Dow Jones REIT ETF) (95%)
- PSR (Invesco Active U.S. Real Estate Fund) (94%)
- FRI (First Trust S&P REIT Index Fund) (93%)
- REM (iShares Mortgage Real Estate ETF) (92%)
- REZ (iShares Residential and Multisector Real Estate ETF) (91%)
- SCHH (Schwab U.S. REIT ETF) (17%)
- KBWY (Invesco KBW Premium Yield Equity REIT ETF) (16%)
- MORT (VanEck Mortgage REIT Income ETF) (13%)
- ROOF (IQ U.S. Real Estate Small Cap ETF) (13%)
Best Closed End Funds
- RQI (Cohen & Steers Quality Income Realty Fund Inc) 1.58% (100%)
- RNP (Cohen & Steers REIT & Preferred Income Fund Inc) 0.05% (99%)
- RFI (Cohen Steers Total Return Realty Closed Fund) 1.15% (99%)
- NRO (Neuberger Berman RE Securities IF) 1.36% (98%)
- JRS (Nuveen Real Estate Fund) 0.12% (97%)
- PGZ (Principal Real Estate Income Closed Fund) 0.10% (94%)
Latest Articles Related to SUSIX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
