Nasdaq - Delayed Quote
USD
State Street Instl Small-Cap Equity Inv (SIVIX)
16.14
-0.60
(-3.58%)
As of 8:10:24 AM EST. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 9.65% |
|---|---|
| 5y Average Return | 2.65% |
| Number of Years Up | 22 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Nov 6, 2026) | 37.13% |
| Worst 1Y Total Return (Nov 6, 2026) | -- |
| Best 3Y Total Return | 37.13% |
| Worst 3Y Total Return | 2.44% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
SIVIX
Category
- YTD
- 11.21%
- 20.19%
- 1-Month
- 1.55%
- 0.02%
- 3-Month
- -3.02%
- 4.36%
- 1-Year
- 11.99%
- 60.18%
- 3-Year
- 13.76%
- 11.32%
- 5-Year
- 3.96%
- 13.88%
- 10-Year
- 9.24%
- 11.19%
- Last Bull Market
- 19.34%
- 27.98%
- Last Bear Market
- -13.75%
- -24.08%
Annual Total Return (%) History
Year
SIVIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-1.09% | 16.90% | -5.29% | -- |
|
2025
|
-8.33% | 5.91% | 4.14% | -0.63% |
|
2024
|
5.06% | -3.49% | 8.84% | 0.46% |
|
2023
|
3.33% | 4.65% | -5.18% | 11.28% |
|
2022
|
-8.23% | -13.75% | -2.39% | 10.01% |
|
2021
|
12.83% | 3.15% | -1.95% | 5.96% |
|
2020
|
-31.22% | 24.25% | 4.64% | 28.80% |
|
2019
|
14.46% | 3.23% | -1.16% | 8.45% |
|
2018
|
-0.62% | 8.66% | 4.13% | -19.70% |
|
2017
|
2.81% | 2.47% | 4.52% | 2.68% |
Rank in Category (By Total Return)
| YTD | 81 |
| 1-Month | 59 |
|---|---|
| 3-Month | 50 |
| 1-Year | 87 |
| 3-Year | 89 |
| 5-Year | 87 |
Load Adjusted Returns
| 1-Year | 11.99% |
| 3-Year | 13.76% |
|---|---|
| 5-Year | 3.96% |
| 10-Year | 9.24% |
Performance & Risk
| YTD Return | 9.65% |
| 5y Average Return | 2.65% |
| Rank in Category (ytd) | 81 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.05 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Blend |
| Fund Family | State Street Investment Management |
| Net Assets | 454.43M |
| YTD Return | 11.21% |
| Yield | 0.43% |
| Morningstar Rating | |
| Inception Date | Sep 30, 2005 |
Fund Summary
The fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) under normal circumstances in equity securities of small-cap companies, such as common and preferred stocks. It defines a small-cap company as one with a market capitalization that, at the time of initial investment, falls between (a) the market capitalization of the smallest company in the Russell 2000® Index and (b) either the larger of the market capitalization of the largest company in the Russell 2000® Index or $3.0 billion.
