Canada markets closed

State Street Instl Small-Cap Equity Svc (SSQSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
17.32+0.13 (+0.76%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.93%
5-Year Average Return7.16%
Number of Years Up14
Number of Years Down4
Best 1 Yr Total Return (May 2, 2024)36.78%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return36.78%
Worst 3-Yr Total Return5.18%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSSQSXCategory
YTD-1.28%20.19%
1-Month-5.99%0.02%
3-Month2.11%4.36%
1-Year10.76%60.18%
3-Year-0.45%11.32%
5-Year6.92%13.88%
10-Year7.78%11.19%
Last Bull Market24.80%27.98%
Last Bear Market-13.78%-24.08%

Annual Total Return (%) History

Year
SSQSXCategory
2024
N/AN/A
2023
13.86%N/A
2022
-15.28%N/A
2021
20.61%N/A
2020
14.86%10.99%
2019
26.37%23.75%
2018
-9.93%-12.72%
2017
12.79%12.28%
2016
23.89%20.78%
2015
-3.97%-5.38%
2014
3.78%3.79%
2013
36.78%37.39%
2012
14.57%15.46%
2011
2.98%-4.07%
2010
27.43%25.61%
2009
30.24%31.80%
2008
-36.80%-36.56%
2007
2.13%-1.10%
2006
13.34%15.03%
2005
N/A6.75%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.01%N/AN/AN/A
20233.27%4.60%-5.25%11.25%
2022-8.34%-13.78%-2.40%9.84%
202112.77%3.06%-2.04%5.94%
2020-31.25%24.06%4.58%28.76%
201914.38%3.17%-1.22%8.40%
2018-0.72%8.61%4.08%-19.74%
20172.75%2.37%4.52%2.59%
20161.27%4.76%7.54%8.59%
20154.05%0.52%-11.20%3.39%
20140.65%4.15%-7.01%6.46%
201312.68%2.61%9.51%8.03%
201211.82%-4.60%4.39%2.88%
20119.38%-0.19%-18.97%16.42%
20107.39%-7.85%10.25%16.78%
2009-10.19%20.57%15.51%4.12%
2008-7.85%2.76%-8.07%-27.41%
20073.45%5.29%-1.50%-4.82%
200612.83%-6.75%0.33%7.37%
20051.24%N/AN/AN/A

Rank In Category (By Total Return)

YTD53
1-Month44
3-Month46
1-Year81
3-Year61
5-Year59

Load Adjusted Returns

1-Year10.76%
3-Year-0.45%
5-Year6.92%
10-Year7.78%