BCGDX vs. SSGLX
Compare and contrast key facts about Blue Current Global Dividend Fund (BCGDX) and State Street Global All Cap Equity ex-U.S. Index Fund Class K (SSGLX).
BCGDX is managed by Blue Current Funds. It was launched on Sep 17, 2014. 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
BCGDX vs. SSGLX - Performance Comparison
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BCGDX vs. SSGLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BCGDX Blue Current Global Dividend Fund | -2.23% | 30.23% | 16.71% | 14.46% | -8.62% | 18.78% | 7.06% | 26.17% | -12.14% | 18.97% |
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, BCGDX achieves a -2.23% return, which is significantly lower than SSGLX's -0.64% return. Over the past 10 years, BCGDX has outperformed SSGLX with an annualized return of 10.67%, while SSGLX has yielded a comparatively lower 8.58% annualized return.
BCGDX
- 1D
- 0.27%
- 1M
- -8.39%
- YTD
- -2.23%
- 6M
- 3.29%
- 1Y
- 20.54%
- 3Y*
- 17.41%
- 5Y*
- 11.72%
- 10Y*
- 10.67%
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%
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BCGDX vs. SSGLX - Expense Ratio Comparison
BCGDX has a 0.99% expense ratio, which is higher than SSGLX's 0.07% expense ratio.
Return for Risk
BCGDX vs. SSGLX — Risk / Return Rank
BCGDX
SSGLX
BCGDX vs. SSGLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Blue Current Global Dividend Fund (BCGDX) 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.
| BCGDX | SSGLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.58 | 1.56 | +0.02 |
Sortino ratioReturn per unit of downside risk | 2.17 | 2.12 | +0.05 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.32 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.00 | 2.00 | 0.00 |
Martin ratioReturn relative to average drawdown | 8.82 | 7.90 | +0.92 |
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
| BCGDX | SSGLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.58 | 1.56 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.90 | 0.48 | +0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.53 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.37 | +0.24 |
Correlation
The correlation between BCGDX and SSGLX is 0.79, 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
BCGDX vs. SSGLX - Dividend Comparison
BCGDX's dividend yield for the trailing twelve months is around 4.58%, more than SSGLX's 4.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCGDX Blue Current Global Dividend Fund | 4.58% | 4.77% | 4.23% | 1.84% | 5.11% | 8.48% | 1.45% | 2.24% | 1.53% | 3.44% | 1.99% | 1.68% |
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
BCGDX vs. SSGLX - Drawdown Comparison
The maximum BCGDX drawdown since its inception was -35.90%, roughly equal to the maximum SSGLX drawdown of -35.88%. Use the drawdown chart below to compare losses from any high point for BCGDX and SSGLX.
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Drawdown Indicators
| BCGDX | SSGLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.90% | -35.88% | -0.02% |
Max Drawdown (1Y)Largest decline over 1 year | -9.96% | -11.22% | +1.26% |
Max Drawdown (5Y)Largest decline over 5 years | -21.01% | -30.08% | +9.07% |
Max Drawdown (10Y)Largest decline over 10 years | -35.90% | -35.88% | -0.02% |
Current DrawdownCurrent decline from peak | -8.70% | -10.87% | +2.17% |
Average DrawdownAverage peak-to-trough decline | -4.32% | -8.32% | +4.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.26% | 2.84% | -0.58% |
Volatility
BCGDX vs. SSGLX - Volatility Comparison
The current volatility for Blue Current Global Dividend Fund (BCGDX) is 4.28%, while State Street Global All Cap Equity ex-U.S. Index Fund Class K (SSGLX) has a volatility of 6.44%. This indicates that BCGDX 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.
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Volatility by Period
| BCGDX | SSGLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.28% | 6.44% | -2.16% |
Volatility (6M)Calculated over the trailing 6-month period | 7.89% | 10.02% | -2.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.50% | 15.49% | -1.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.15% | 14.49% | -1.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.86% | 16.15% | -0.29% |