ADGAX vs. SSSYX
Compare and contrast key facts about AB Core Opportunities Fund (ADGAX) and State Street Equity 500 Index Fund Class K (SSSYX).
ADGAX is managed by AllianceBernstein. It was launched on Dec 22, 1999. SSSYX is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Sep 17, 2014.
Performance
ADGAX vs. SSSYX - Performance Comparison
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ADGAX vs. SSSYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ADGAX AB Core Opportunities Fund | -9.72% | 17.36% | 22.49% | 20.93% | -15.73% | 24.34% | 12.97% | 26.94% | -2.89% | 22.46% |
SSSYX State Street Equity 500 Index Fund Class K | -7.05% | 17.81% | 24.99% | 26.27% | -18.16% | 28.51% | 18.31% | 31.38% | -4.38% | 21.61% |
Returns By Period
In the year-to-date period, ADGAX achieves a -9.72% return, which is significantly lower than SSSYX's -7.05% return. Over the past 10 years, ADGAX has underperformed SSSYX with an annualized return of 11.76%, while SSSYX has yielded a comparatively higher 13.69% annualized return.
ADGAX
- 1D
- -0.19%
- 1M
- -7.90%
- YTD
- -9.72%
- 6M
- -8.14%
- 1Y
- 10.32%
- 3Y*
- 14.43%
- 5Y*
- 9.11%
- 10Y*
- 11.76%
SSSYX
- 1D
- -0.39%
- 1M
- -7.67%
- YTD
- -7.05%
- 6M
- -4.60%
- 1Y
- 14.40%
- 3Y*
- 17.15%
- 5Y*
- 11.37%
- 10Y*
- 13.69%
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ADGAX vs. SSSYX - Expense Ratio Comparison
ADGAX has a 1.09% expense ratio, which is higher than SSSYX's 0.02% expense ratio.
Return for Risk
ADGAX vs. SSSYX — Risk / Return Rank
ADGAX
SSSYX
ADGAX vs. SSSYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Core Opportunities Fund (ADGAX) and State Street Equity 500 Index Fund Class K (SSSYX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ADGAX | SSSYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.60 | 0.84 | -0.23 |
Sortino ratioReturn per unit of downside risk | 0.98 | 1.30 | -0.32 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.20 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.68 | 1.06 | -0.38 |
Martin ratioReturn relative to average drawdown | 2.47 | 5.13 | -2.66 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ADGAX | SSSYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.60 | 0.84 | -0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.68 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.11 | +0.56 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.11 | +0.38 |
Correlation
The correlation between ADGAX and SSSYX is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
ADGAX vs. SSSYX - Dividend Comparison
ADGAX's dividend yield for the trailing twelve months is around 17.33%, more than SSSYX's 1.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ADGAX AB Core Opportunities Fund | 17.33% | 15.65% | 10.29% | 4.69% | 10.73% | 15.80% | 4.24% | 5.63% | 17.66% | 11.05% | 4.72% | 7.20% |
SSSYX State Street Equity 500 Index Fund Class K | 1.55% | 1.44% | 1.63% | 1.78% | 2.16% | 2.76% | 1.86% | 4.44% | 5.18% | 5.94% | 2.07% | 1.84% |
Drawdowns
ADGAX vs. SSSYX - Drawdown Comparison
The maximum ADGAX drawdown since its inception was -53.65%, smaller than the maximum SSSYX drawdown of -91.48%. Use the drawdown chart below to compare losses from any high point for ADGAX and SSSYX.
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Drawdown Indicators
| ADGAX | SSSYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.65% | -91.48% | +37.83% |
Max Drawdown (1Y)Largest decline over 1 year | -11.76% | -12.10% | +0.34% |
Max Drawdown (5Y)Largest decline over 5 years | -24.23% | -24.49% | +0.26% |
Max Drawdown (10Y)Largest decline over 10 years | -31.10% | -91.48% | +60.38% |
Current DrawdownCurrent decline from peak | -11.76% | -8.88% | -2.88% |
Average DrawdownAverage peak-to-trough decline | -7.84% | -4.20% | -3.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.23% | 2.49% | +0.74% |
Volatility
ADGAX vs. SSSYX - Volatility Comparison
AB Core Opportunities Fund (ADGAX) has a higher volatility of 4.52% compared to State Street Equity 500 Index Fund Class K (SSSYX) at 4.24%. This indicates that ADGAX's price experiences larger fluctuations and is considered to be riskier than SSSYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ADGAX | SSSYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.52% | 4.24% | +0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 9.36% | 9.08% | +0.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.13% | 18.10% | +0.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.11% | 16.85% | +1.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.65% | 124.43% | -106.78% |