BFSAX vs. SSSYX

Last updated Apr 1, 2026

Compare and contrast key facts about BFS Equity Fund (BFSAX) and State Street Equity 500 Index Fund Class K (SSSYX).

BFSAX is managed by BFS. It was launched on Nov 8, 2013. 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

BFSAX vs. SSSYX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BFS Equity Fund (BFSAX) and State Street Equity 500 Index Fund Class K (SSSYX). The values are adjusted to include any dividend payments, if applicable.

BFSAX vs. SSSYX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BFSAX BFS Equity Fund	0.00%	0.00%	0.00%	8.75%	-18.53%	24.95%	10.46%	32.88%	-2.96%	20.97%
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

BFSAX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 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%

*Multi-year figures are annualized to reflect compound growth (CAGR)

BFSAX vs. SSSYX - Expense Ratio Comparison

BFSAX has a 1.25% expense ratio, which is higher than SSSYX's 0.02% expense ratio.

BFSAX

BFS Equity Fund

SSSYX

State Street Equity 500 Index Fund Class K

Return for Risk

BFSAX vs. SSSYX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SSSYX

SSSYX Risk / Return Rank: 46
SSSYX Sharpe Ratio Rank: 41
SSSYX Sortino Ratio Rank: 45
SSSYX Omega Ratio Rank: 50
SSSYX Calmar Ratio Rank: 42
SSSYX Martin Ratio Rank: 53

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BFSAX vs. SSSYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BFS Equity Fund (BFSAX) 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	BFSAX	SSSYX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.84	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.68	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.11	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.11	—

Correlation

The correlation between BFSAX and SSSYX is 0.85, 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

BFSAX vs. SSSYX - Dividend Comparison

BFSAX has not paid dividends to shareholders, while SSSYX's dividend yield for the trailing twelve months is around 1.55%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BFSAX BFS Equity Fund	0.00%	0.00%	0.00%	0.00%	1.14%	9.63%	1.50%	1.69%	3.63%	0.32%	0.45%	0.30%
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

Drawdown Indicators

	BFSAX	SSSYX	Difference
Max Drawdown Largest peak-to-trough decline	—	-91.48%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-12.10%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-24.49%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-91.48%	—
Current Drawdown Current decline from peak	—	-8.88%	—
Average Drawdown Average peak-to-trough decline	—	-4.20%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.49%	—

Volatility

Volatility by Period

	BFSAX	SSSYX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.24%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.08%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	18.10%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	16.85%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	124.43%	—