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State Street Institutional U.s. Equity Fund (scl): (MF: SUSSX)

(NASDAQ Mutual Funds) As of May 7, 2026 05:25 PM ET

$16.87 USD

-0.07 (-0.41%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Mar 31, 2026

Total Return %* Percentile Rank Objective
YTD -6.11 66
3 months -6.11 66
6 months -3.43 58
1 Year 16.01 45
3 Year 17.99 24
5 Year 11.08 17
10 Year 14.08 18

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 91.19
Bear Market (10/07 - 2/09) -45.15
Bull Market (2/09 - 3/21) 1,011.38

Load Adjusted Returns as of Mar 31, 2026

1 Year 16.00
5 Year 11.08
10 Year 14.08
Since Inception 8.16

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -6.11 NA NA NA
2025 -5.49 11.48 7.75 2.85
2024 12.31 4.33 4.93 1.33
2023 6.65 9.94 -2.96 12.68
2022 -5.28 -15.77 -4.81 7.16
2021 5.99 8.82 -0.05 9.08

Annual Return

20262025202420232022202120202019201820172016
% Total Return -6.1116.7624.6028.22-18.6225.7522.8332.00-3.3320.209.52
% Total Return Rel to Index -1.55-1.45-0.411.98-0.41-2.924.430.511.05-1.59-2.41
% Total Return Rel to Peer -2.674.055.215.221.073.692.913.583.52-0.471.70
% Perf Quintile vs Peer* 4.002.002.002.003.003.003.002.002.003.003.00
% Dividends 0.000.020.070.060.070.080.100.110.140.170.17
% Yield 0.000.140.150.170.470.400.570.711.121.031.13
Capital Gains ($) 0.000.931.750.085.012.110.560.651.453.110.68
Expense Ratio 0.000.630.640.650.630.620.620.630.620.620.62

* 1 = Top 20%, 5 = Bottom 20%