CDGIX vs. SSSYX
Compare and contrast key facts about Crawford Large Cap Dividend Fund (CDGIX) and State Street Equity 500 Index Fund Class K (SSSYX).
CDGIX is managed by Crawford. It was launched on Jan 5, 2004. 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
CDGIX vs. SSSYX - Performance Comparison
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CDGIX vs. SSSYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CDGIX Crawford Large Cap Dividend Fund | -4.18% | 12.21% | 11.31% | 7.23% | -7.42% | 21.90% | 7.33% | 28.61% | -3.97% | 14.10% |
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
The year-to-date returns for both stocks are quite close, with CDGIX having a -4.18% return and SSSYX slightly lower at -4.34%. Over the past 10 years, CDGIX has underperformed SSSYX with an annualized return of 9.17%, while SSSYX has yielded a comparatively higher 14.02% annualized return.
CDGIX
- 1D
- 1.28%
- 1M
- -6.33%
- YTD
- -4.18%
- 6M
- -3.31%
- 1Y
- 4.70%
- 3Y*
- 8.65%
- 5Y*
- 6.18%
- 10Y*
- 9.17%
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%
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CDGIX vs. SSSYX - Expense Ratio Comparison
CDGIX has a 0.89% expense ratio, which is higher than SSSYX's 0.02% expense ratio.
Return for Risk
CDGIX vs. SSSYX — Risk / Return Rank
CDGIX
SSSYX
CDGIX vs. SSSYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Crawford Large Cap Dividend Fund (CDGIX) 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.
| CDGIX | SSSYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.31 | 0.97 | -0.67 |
Sortino ratioReturn per unit of downside risk | 0.53 | 1.49 | -0.96 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.23 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.51 | 1.52 | -1.01 |
Martin ratioReturn relative to average drawdown | 2.05 | 7.30 | -5.25 |
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
| CDGIX | SSSYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.31 | 0.97 | -0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.70 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.11 | +0.45 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.11 | +0.29 |
Correlation
The correlation between CDGIX and SSSYX is 0.87, 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
CDGIX vs. SSSYX - Dividend Comparison
CDGIX's dividend yield for the trailing twelve months is around 5.86%, more than SSSYX's 1.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CDGIX Crawford Large Cap Dividend Fund | 5.86% | 5.93% | 6.81% | 4.50% | 3.25% | 3.65% | 6.97% | 1.51% | 3.89% | 7.15% | 13.62% | 20.00% |
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
CDGIX vs. SSSYX - Drawdown Comparison
The maximum CDGIX drawdown since its inception was -48.46%, smaller than the maximum SSSYX drawdown of -91.48%. Use the drawdown chart below to compare losses from any high point for CDGIX and SSSYX.
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Drawdown Indicators
| CDGIX | SSSYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.46% | -91.48% | +43.02% |
Max Drawdown (1Y)Largest decline over 1 year | -10.51% | -12.10% | +1.59% |
Max Drawdown (5Y)Largest decline over 5 years | -19.11% | -24.49% | +5.38% |
Max Drawdown (10Y)Largest decline over 10 years | -34.30% | -91.48% | +57.18% |
Current DrawdownCurrent decline from peak | -7.06% | -6.22% | -0.84% |
Average DrawdownAverage peak-to-trough decline | -6.73% | -4.20% | -2.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.63% | 2.52% | +0.11% |
Volatility
CDGIX vs. SSSYX - Volatility Comparison
The current volatility for Crawford Large Cap Dividend Fund (CDGIX) is 3.80%, while State Street Equity 500 Index Fund Class K (SSSYX) has a volatility of 5.34%. This indicates that CDGIX 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
| CDGIX | SSSYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.80% | 5.34% | -1.54% |
Volatility (6M)Calculated over the trailing 6-month period | 7.23% | 9.53% | -2.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.04% | 18.29% | -4.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.72% | 16.89% | -3.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.39% | 124.43% | -108.04% |