# State Street Instl Small-Cap Equity Inv (SIVIX)

> Source: Nexqual · https://nexqual.com/SIVIX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, State Street Instl Small-Cap Equity Inv (SIVIX), nexqual.com/SIVIX" · informational, not investment advice.

**Price:** USD 16.18 (-0.43% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 16.18 · day 16.18–16.18 · 52w 14.2–17.81 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +7.6% vs S&P 500 +13.4%; 5Y +20.9% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +7.6% | +20.9% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +7.7% | +3.9% |
| Volatility (annualized) | 15.5% | 18.7% |
| Max drawdown | -10.9% (Feb 2026→Mar 2026) | -25.8% (Nov 2021→Jun 2022) |

## Peers
SSAQX (State Street US Core Equity Fund) USD 81.89 +0.00% · SSASX (State Street Income Fund) USD 9.52 -0.00% · SSQSX (State Street Institutional Smal) USD 16.12 -0.00% · SLVIX (Columbia Select Large Cap Value) USD 47.4 -0.00% · VQSRX (Virtus KAR Small-Cap Value Fund) USD 23.84 -0.00%

## More
Full page: https://nexqual.com/SIVIX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt