Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SIVIX (STATE STREET INSTITUTIONAL SMALL-CAP EQUITY FUND INVESTMENT CLASS) | -1.15% | -9.46% | 2.08% | -0.87% | 7.32% | 8.00% | NA | … | … |
Data as of 03/16/2026, Common starting date is 08/17/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SIVIX (STATE STREET INSTITUTIONAL SMALL-CAP EQUITY FUND INVESTMENT CLASS) | 08/17/2006 | 03/16/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.68 | -9.46 | 2.08 | -0.87 | 7.32 | 8.00 | NA | … | … | -1.15 | -12.35 | 10.83 | 14.79 | -14.99 | 21.48 | 15.19 | 26.69 | -10.13 | 13.22 | 20.18 | -3.94 | 4.24 | 37.30 | 14.86 | 3.27 | 27.69 | 30.58 | -36.65 | 2.53 | 10.05 |
| Sharpe Ratio | NA | -0.42 | -0.06 | -0.15 | 0.26 | NA | NA | … | … | -0.47 | -0.58 | 0.41 | 0.56 | -0.65 | 1.16 | 0.40 | 1.43 | -0.68 | 1.13 | 1.14 | -0.25 | 0.30 | 2.92 | 0.96 | 0.11 | 1.34 | 1.02 | -0.89 | -0.03 | 2.04 |
| Standard Deviation(%) | NA | 26.44 | 21.49 | 21.71 | 21.86 | NA | NA | … | … | 17.34 | 26.62 | 17.60 | 20.01 | 25.42 | 18.51 | 37.40 | 17.66 | 17.00 | 11.12 | 17.51 | 15.59 | 14.12 | 12.75 | 15.61 | 29.96 | 20.56 | 29.81 | 41.97 | 18.92 | 12.81 |
| Draw Down(%) | NA | 18.75 | 25.67 | 26.51 | 43.92 | NA | NA | … | … | 9.22 | 23.15 | 8.00 | 16.14 | 24.42 | 9.30 | 41.51 | 9.09 | 25.96 | 5.74 | 13.88 | 14.62 | 12.65 | 4.96 | 11.46 | 25.42 | 15.46 | 27.07 | 51.71 | 11.86 | 2.91 |
| Yield(%) | 0.00 | 0.00 | 6.52 | 6.50 | 8.94 | 9.50 | 8.10 | … | … | 0.00 | 0.00 | 11.07 | 8.25 | 3.93 | 17.35 | 3.52 | 7.45 | 14.77 | 9.60 | 0.00 | 11.19 | 10.73 | 12.30 | 9.03 | 1.01 | 0.05 | 0.46 | 0.64 | 10.37 | 7.86 |
Data as of 03/16/2026, Common starting date is 08/17/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIVIX (STATE STREET INSTITUTIONAL SMALL-CAP EQUITY FUND INVESTMENT CLASS) |
-8.33%
Jun 2007 – Jun 2010 |
-0.33%
Mar 2015 – Mar 2020 |
6.36%
Oct 2013 – Oct 2023 |
6.98%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIVIX (STATE STREET INSTITUTIONAL SMALL-CAP EQUITY FUND INVESTMENT CLASS) |
31.38%
Feb 2009 – Feb 2012 |
26.74%
Feb 2009 – Feb 2014 |
16.63%
Feb 2009 – Feb 2019 |
13.91%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart