AWAYX vs. SSGLX
Compare and contrast key facts about AB Wealth Appreciation Strategy (AWAYX) and State Street Global All Cap Equity ex-U.S. Index Fund Class K (SSGLX).
AWAYX is managed by AllianceBernstein. It was launched on Sep 1, 2003. SSGLX is a passively managed fund by State Street that tracks the performance of the MSCI ACWI ex USA Investable Market Index. It was launched on Sep 17, 2014.
Performance
AWAYX vs. SSGLX - Performance Comparison
Loading graphics...
AWAYX vs. SSGLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AWAYX AB Wealth Appreciation Strategy | -4.76% | 21.59% | 19.08% | 21.06% | -18.42% | 20.57% | 13.04% | 25.57% | -9.68% | 22.02% |
SSGLX State Street Global All Cap Equity ex-U.S. Index Fund Class K | -0.64% | 32.64% | 4.98% | 15.67% | -16.44% | 8.36% | 11.11% | 21.52% | -14.05% | 27.12% |
Returns By Period
In the year-to-date period, AWAYX achieves a -4.76% return, which is significantly lower than SSGLX's -0.64% return. Over the past 10 years, AWAYX has outperformed SSGLX with an annualized return of 10.58%, while SSGLX has yielded a comparatively lower 8.58% annualized return.
AWAYX
- 1D
- -0.27%
- 1M
- -9.05%
- YTD
- -4.76%
- 6M
- -2.09%
- 1Y
- 18.19%
- 3Y*
- 16.07%
- 5Y*
- 9.11%
- 10Y*
- 10.58%
SSGLX
- 1D
- 0.39%
- 1M
- -10.87%
- YTD
- -0.64%
- 6M
- 4.10%
- 1Y
- 24.88%
- 3Y*
- 14.40%
- 5Y*
- 6.92%
- 10Y*
- 8.58%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AWAYX vs. SSGLX - Expense Ratio Comparison
AWAYX has a 0.40% expense ratio, which is higher than SSGLX's 0.07% expense ratio.
Return for Risk
AWAYX vs. SSGLX — Risk / Return Rank
AWAYX
SSGLX
AWAYX vs. SSGLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Wealth Appreciation Strategy (AWAYX) and State Street Global All Cap Equity ex-U.S. Index Fund Class K (SSGLX). 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.
| AWAYX | SSGLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 1.56 | -0.51 |
Sortino ratioReturn per unit of downside risk | 1.57 | 2.12 | -0.55 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.32 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.39 | 2.00 | -0.61 |
Martin ratioReturn relative to average drawdown | 6.12 | 7.90 | -1.77 |
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
| AWAYX | SSGLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 1.56 | -0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.48 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.53 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.37 | +0.04 |
Correlation
The correlation between AWAYX and SSGLX is 0.81, 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
AWAYX vs. SSGLX - Dividend Comparison
AWAYX's dividend yield for the trailing twelve months is around 7.73%, more than SSGLX's 4.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWAYX AB Wealth Appreciation Strategy | 7.73% | 7.36% | 5.97% | 2.54% | 7.90% | 9.02% | 3.05% | 4.11% | 3.94% | 7.73% | 6.17% | 1.87% |
SSGLX State Street Global All Cap Equity ex-U.S. Index Fund Class K | 4.44% | 4.41% | 4.46% | 2.98% | 2.85% | 4.20% | 1.72% | 4.80% | 8.32% | 3.98% | 1.52% | 2.09% |
Drawdowns
AWAYX vs. SSGLX - Drawdown Comparison
The maximum AWAYX drawdown since its inception was -60.32%, which is greater than SSGLX's maximum drawdown of -35.88%. Use the drawdown chart below to compare losses from any high point for AWAYX and SSGLX.
Loading graphics...
Drawdown Indicators
| AWAYX | SSGLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.32% | -35.88% | -24.44% |
Max Drawdown (1Y)Largest decline over 1 year | -11.66% | -11.22% | -0.44% |
Max Drawdown (5Y)Largest decline over 5 years | -26.40% | -30.08% | +3.68% |
Max Drawdown (10Y)Largest decline over 10 years | -34.32% | -35.88% | +1.56% |
Current DrawdownCurrent decline from peak | -9.67% | -10.87% | +1.20% |
Average DrawdownAverage peak-to-trough decline | -9.80% | -8.32% | -1.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | 2.84% | -0.20% |
Volatility
AWAYX vs. SSGLX - Volatility Comparison
The current volatility for AB Wealth Appreciation Strategy (AWAYX) is 5.08%, while State Street Global All Cap Equity ex-U.S. Index Fund Class K (SSGLX) has a volatility of 6.44%. This indicates that AWAYX experiences smaller price fluctuations and is considered to be less risky than SSGLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| AWAYX | SSGLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.08% | 6.44% | -1.36% |
Volatility (6M)Calculated over the trailing 6-month period | 10.25% | 10.02% | +0.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.60% | 15.49% | +2.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.03% | 14.49% | +1.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.74% | 16.15% | +0.59% |