ARSKX vs. SSSYX
Compare and contrast key facts about Archer Stock Fund (ARSKX) and State Street Equity 500 Index Fund Class K (SSSYX).
ARSKX is managed by Archer. It was launched on Mar 11, 2011. 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
ARSKX vs. SSSYX - Performance Comparison
Loading graphics...
ARSKX vs. SSSYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARSKX Archer Stock Fund | -3.75% | 15.53% | 22.88% | 25.45% | -20.28% | 23.67% | 24.22% | 24.78% | -11.29% | 19.49% |
SSSYX State Street Equity 500 Index Fund Class K | -4.34% | 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, ARSKX achieves a -3.75% return, which is significantly higher than SSSYX's -4.34% return. Over the past 10 years, ARSKX has underperformed SSSYX with an annualized return of 11.26%, while SSSYX has yielded a comparatively higher 14.02% annualized return.
ARSKX
- 1D
- 2.75%
- 1M
- -5.88%
- YTD
- -3.75%
- 6M
- -1.95%
- 1Y
- 14.88%
- 3Y*
- 17.48%
- 5Y*
- 9.63%
- 10Y*
- 11.26%
SSSYX
- 1D
- 2.92%
- 1M
- -5.02%
- YTD
- -4.34%
- 6M
- -2.15%
- 1Y
- 17.29%
- 3Y*
- 18.28%
- 5Y*
- 11.75%
- 10Y*
- 14.02%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ARSKX vs. SSSYX - Expense Ratio Comparison
ARSKX has a 1.23% expense ratio, which is higher than SSSYX's 0.02% expense ratio.
Return for Risk
ARSKX vs. SSSYX — Risk / Return Rank
ARSKX
SSSYX
ARSKX vs. SSSYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Archer Stock Fund (ARSKX) 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.
| ARSKX | SSSYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 0.97 | -0.07 |
Sortino ratioReturn per unit of downside risk | 1.38 | 1.49 | -0.11 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.23 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.41 | 1.52 | -0.11 |
Martin ratioReturn relative to average drawdown | 5.88 | 7.30 | -1.42 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| ARSKX | SSSYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 0.97 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 0.70 | -0.69 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.02 | 0.11 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.02 | 0.11 | -0.09 |
Correlation
The correlation between ARSKX and SSSYX is 0.92, 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
ARSKX vs. SSSYX - Dividend Comparison
ARSKX's dividend yield for the trailing twelve months is around 13.84%, more than SSSYX's 1.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARSKX Archer Stock Fund | 13.84% | 13.32% | 16.40% | 6.77% | 2.88% | 3.99% | 0.13% | 4.99% | 2.93% | 0.00% | 0.00% | 0.00% |
SSSYX State Street Equity 500 Index Fund Class K | 1.51% | 1.44% | 1.63% | 1.78% | 2.16% | 2.76% | 1.86% | 4.44% | 5.18% | 5.94% | 2.07% | 1.84% |
Drawdowns
ARSKX vs. SSSYX - Drawdown Comparison
The maximum ARSKX drawdown since its inception was -94.07%, roughly equal to the maximum SSSYX drawdown of -91.48%. Use the drawdown chart below to compare losses from any high point for ARSKX and SSSYX.
Loading graphics...
Drawdown Indicators
| ARSKX | SSSYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -94.07% | -91.48% | -2.59% |
Max Drawdown (1Y)Largest decline over 1 year | -10.87% | -12.10% | +1.23% |
Max Drawdown (5Y)Largest decline over 5 years | -94.07% | -24.49% | -69.58% |
Max Drawdown (10Y)Largest decline over 10 years | -94.07% | -91.48% | -2.59% |
Current DrawdownCurrent decline from peak | -92.42% | -6.22% | -86.20% |
Average DrawdownAverage peak-to-trough decline | -13.84% | -4.20% | -9.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.62% | 2.52% | +0.10% |
Volatility
ARSKX vs. SSSYX - Volatility Comparison
The current volatility for Archer Stock Fund (ARSKX) is 4.97%, while State Street Equity 500 Index Fund Class K (SSSYX) has a volatility of 5.34%. This indicates that ARSKX 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.
Loading graphics...
Volatility by Period
| ARSKX | SSSYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.97% | 5.34% | -0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 8.74% | 9.53% | -0.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.41% | 18.29% | -1.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 826.05% | 16.89% | +809.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 584.32% | 124.43% | +459.89% |