Nasdaq - Delayed Quote
USD
State Street Instl Small-Cap Equity Svc (SSQSX)
16.08
+0.09
(+0.56%)
At close: 8:07:36 AM EST
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 36.78% |
|---|---|
| Worst 1Y Total Return | -- |
| Number of Years Up | 16 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 9.39% |
| 5y Average Return | 2.40% |
| Rank in Category (ytd) | 84 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.05 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| |
SSQSX | Category Average | SSQSX | Category Average | SSQSX | Category Average |
|
Alpha
|
-8.56 | -0.09 | -6.52 | -0.06 | -6.07 | -0.06 |
|
BETA
|
1.05 | 0.01 | 1.03 | 0.01 | 1.11 | 0.01 |
|
Mean Annual Return
|
1.17 | 0.01 | 0.44 | 0.01 | 0.88 | 0.01 |
|
R-squared
|
63.35 | 0.83 | 74.58 | 0.77 | 81.04 | 0.78 |
|
Standard Deviation
|
16.69 | 0.26 | 18.66 | 0.21 | 19.45 | 0.19 |
|
Sharpe Ratio
|
0.58 | 0 | 0.07 | 0.01 | 0.41 | 0.01 |
|
Treynor Ratio
|
8.48 | 0.08 | -0.36 | 0.1 | 5.75 | 0.09 |
