AMRMX vs. SSSYX
Compare and contrast key facts about American Funds American Mutual Fund Class A (AMRMX) and State Street Equity 500 Index Fund Class K (SSSYX).
AMRMX is managed by American Funds. It was launched on Feb 21, 1950. 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
AMRMX vs. SSSYX - Performance Comparison
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AMRMX vs. SSSYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMRMX American Funds American Mutual Fund Class A | -3.14% | 16.08% | 14.93% | 9.43% | -4.49% | 24.99% | 4.52% | 21.53% | -2.25% | 17.53% |
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, AMRMX achieves a -3.14% return, which is significantly higher than SSSYX's -7.05% return. Over the past 10 years, AMRMX has underperformed SSSYX with an annualized return of 10.45%, while SSSYX has yielded a comparatively higher 13.69% annualized return.
AMRMX
- 1D
- -0.10%
- 1M
- -7.92%
- YTD
- -3.14%
- 6M
- -1.57%
- 1Y
- 9.78%
- 3Y*
- 11.97%
- 5Y*
- 9.37%
- 10Y*
- 10.45%
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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AMRMX vs. SSSYX - Expense Ratio Comparison
AMRMX has a 0.58% expense ratio, which is higher than SSSYX's 0.02% expense ratio.
Return for Risk
AMRMX vs. SSSYX — Risk / Return Rank
AMRMX
SSSYX
AMRMX vs. SSSYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American Mutual Fund Class A (AMRMX) 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.
| AMRMX | SSSYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 0.84 | -0.06 |
Sortino ratioReturn per unit of downside risk | 1.17 | 1.30 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.20 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.93 | 1.06 | -0.13 |
Martin ratioReturn relative to average drawdown | 4.03 | 5.13 | -1.10 |
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
| AMRMX | SSSYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 0.84 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.68 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.11 | +0.63 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.11 | +0.59 |
Correlation
The correlation between AMRMX and SSSYX is 0.91, 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
AMRMX vs. SSSYX - Dividend Comparison
AMRMX's dividend yield for the trailing twelve months is around 7.82%, more than SSSYX's 1.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMRMX American Funds American Mutual Fund Class A | 7.82% | 7.55% | 6.27% | 3.75% | 4.88% | 4.65% | 1.74% | 4.60% | 6.44% | 5.96% | 4.83% | 6.54% |
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
AMRMX vs. SSSYX - Drawdown Comparison
The maximum AMRMX drawdown since its inception was -48.75%, smaller than the maximum SSSYX drawdown of -91.48%. Use the drawdown chart below to compare losses from any high point for AMRMX and SSSYX.
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Drawdown Indicators
| AMRMX | SSSYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.75% | -91.48% | +42.73% |
Max Drawdown (1Y)Largest decline over 1 year | -10.24% | -12.10% | +1.86% |
Max Drawdown (5Y)Largest decline over 5 years | -15.31% | -24.49% | +9.18% |
Max Drawdown (10Y)Largest decline over 10 years | -29.81% | -91.48% | +61.67% |
Current DrawdownCurrent decline from peak | -7.92% | -8.88% | +0.96% |
Average DrawdownAverage peak-to-trough decline | -4.98% | -4.20% | -0.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.35% | 2.49% | -0.14% |
Volatility
AMRMX vs. SSSYX - Volatility Comparison
The current volatility for American Funds American Mutual Fund Class A (AMRMX) is 3.36%, while State Street Equity 500 Index Fund Class K (SSSYX) has a volatility of 4.24%. This indicates that AMRMX experiences smaller price fluctuations and is considered to be less risky 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
| AMRMX | SSSYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.36% | 4.24% | -0.88% |
Volatility (6M)Calculated over the trailing 6-month period | 7.32% | 9.08% | -1.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.81% | 18.10% | -4.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.48% | 16.85% | -4.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.10% | 124.43% | -110.33% |