ALSMX vs. SSSYX
Compare and contrast key facts about Archer Multi Cap Fund (ALSMX) and State Street Equity 500 Index Fund Class K (SSSYX).
ALSMX is managed by Archer. It was launched on Dec 31, 2019. 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
ALSMX vs. SSSYX - Performance Comparison
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ALSMX vs. SSSYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
ALSMX Archer Multi Cap Fund | 1.59% | 11.47% | 21.78% | 25.14% | -20.12% | 16.58% | 16.01% |
SSSYX State Street Equity 500 Index Fund Class K | -7.05% | 17.81% | 24.99% | 26.27% | -18.16% | 28.51% | 18.31% |
Returns By Period
In the year-to-date period, ALSMX achieves a 1.59% return, which is significantly higher than SSSYX's -7.05% return.
ALSMX
- 1D
- -1.67%
- 1M
- -8.39%
- YTD
- 1.59%
- 6M
- 2.41%
- 1Y
- 22.31%
- 3Y*
- 18.36%
- 5Y*
- 9.23%
- 10Y*
- —
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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ALSMX vs. SSSYX - Expense Ratio Comparison
ALSMX has a 0.96% expense ratio, which is higher than SSSYX's 0.02% expense ratio.
Return for Risk
ALSMX vs. SSSYX — Risk / Return Rank
ALSMX
SSSYX
ALSMX vs. SSSYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Archer Multi Cap Fund (ALSMX) 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.
| ALSMX | SSSYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 0.84 | +0.36 |
Sortino ratioReturn per unit of downside risk | 1.76 | 1.30 | +0.46 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.20 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.78 | 1.06 | +0.72 |
Martin ratioReturn relative to average drawdown | 7.74 | 5.13 | +2.61 |
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
| ALSMX | SSSYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 0.84 | +0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.68 | -0.67 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.11 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.01 | 0.11 | -0.10 |
Correlation
The correlation between ALSMX and SSSYX is 0.89, 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
ALSMX vs. SSSYX - Dividend Comparison
ALSMX's dividend yield for the trailing twelve months is around 7.05%, more than SSSYX's 1.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ALSMX Archer Multi Cap Fund | 7.05% | 7.16% | 3.62% | 0.46% | 7.12% | 1.62% | 0.43% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
ALSMX vs. SSSYX - Drawdown Comparison
The maximum ALSMX drawdown since its inception was -97.87%, which is greater than SSSYX's maximum drawdown of -91.48%. Use the drawdown chart below to compare losses from any high point for ALSMX and SSSYX.
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Drawdown Indicators
| ALSMX | SSSYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.87% | -91.48% | -6.39% |
Max Drawdown (1Y)Largest decline over 1 year | -11.65% | -12.10% | +0.45% |
Max Drawdown (5Y)Largest decline over 5 years | -97.87% | -24.49% | -73.38% |
Max Drawdown (10Y)Largest decline over 10 years | — | -91.48% | — |
Current DrawdownCurrent decline from peak | -97.10% | -8.88% | -88.22% |
Average DrawdownAverage peak-to-trough decline | -26.24% | -4.20% | -22.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.67% | 2.49% | +0.18% |
Volatility
ALSMX vs. SSSYX - Volatility Comparison
Archer Multi Cap Fund (ALSMX) has a higher volatility of 7.47% compared to State Street Equity 500 Index Fund Class K (SSSYX) at 4.24%. This indicates that ALSMX'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
| ALSMX | SSSYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.47% | 4.24% | +3.23% |
Volatility (6M)Calculated over the trailing 6-month period | 12.11% | 9.08% | +3.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.32% | 18.10% | +1.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1,942.09% | 16.85% | +1,925.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1,739.04% | 124.43% | +1,614.61% |