CFAGX vs. SSMHX
Compare and contrast key facts about Commerce MidCap Growth Fund (CFAGX) and State Street Small/Mid Cap Equity Index Portfolio (SSMHX).
CFAGX is managed by Commerce. It was launched on Dec 12, 1994. SSMHX is managed by State Street. It was launched on Aug 11, 2015.
Performance
CFAGX vs. SSMHX - Performance Comparison
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CFAGX vs. SSMHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CFAGX Commerce MidCap Growth Fund | -6.89% | 1.58% | 11.77% | 17.74% | -20.31% | 19.12% | 23.78% | 34.41% | -4.55% | 23.39% |
SSMHX State Street Small/Mid Cap Equity Index Portfolio | -4.45% | 12.90% | 10.73% | 25.21% | -25.43% | 13.08% | 32.46% | 28.00% | -9.21% | 18.26% |
Returns By Period
In the year-to-date period, CFAGX achieves a -6.89% return, which is significantly lower than SSMHX's -4.45% return. Over the past 10 years, CFAGX has underperformed SSMHX with an annualized return of 9.44%, while SSMHX has yielded a comparatively higher 10.38% annualized return.
CFAGX
- 1D
- -1.00%
- 1M
- -8.73%
- YTD
- -6.89%
- 6M
- -10.11%
- 1Y
- -0.23%
- 3Y*
- 5.82%
- 5Y*
- 2.61%
- 10Y*
- 9.44%
SSMHX
- 1D
- -0.92%
- 1M
- -8.01%
- YTD
- -4.45%
- 6M
- -3.94%
- 1Y
- 17.75%
- 3Y*
- 12.19%
- 5Y*
- 3.29%
- 10Y*
- 10.38%
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CFAGX vs. SSMHX - Expense Ratio Comparison
CFAGX has a 0.71% expense ratio, which is higher than SSMHX's 0.02% expense ratio.
Return for Risk
CFAGX vs. SSMHX — Risk / Return Rank
CFAGX
SSMHX
CFAGX vs. SSMHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Commerce MidCap Growth Fund (CFAGX) and State Street Small/Mid Cap Equity Index Portfolio (SSMHX). 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.
| CFAGX | SSMHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.00 | 0.78 | -0.78 |
Sortino ratioReturn per unit of downside risk | 0.15 | 1.23 | -1.08 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.17 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | -0.14 | 1.02 | -1.16 |
Martin ratioReturn relative to average drawdown | -0.38 | 4.33 | -4.71 |
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
| CFAGX | SSMHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.00 | 0.78 | -0.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.15 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.47 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.40 | -0.05 |
Correlation
The correlation between CFAGX and SSMHX is 0.90, 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
CFAGX vs. SSMHX - Dividend Comparison
CFAGX's dividend yield for the trailing twelve months is around 26.73%, more than SSMHX's 7.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CFAGX Commerce MidCap Growth Fund | 26.73% | 24.89% | 10.80% | 6.77% | 2.00% | 19.35% | 4.23% | 6.59% | 10.81% | 7.05% | 5.27% | 8.83% |
SSMHX State Street Small/Mid Cap Equity Index Portfolio | 7.46% | 7.12% | 0.00% | 1.56% | 2.31% | 16.30% | 2.91% | 3.65% | 6.43% | 4.01% | 1.71% | 0.73% |
Drawdowns
CFAGX vs. SSMHX - Drawdown Comparison
The maximum CFAGX drawdown since its inception was -61.05%, which is greater than SSMHX's maximum drawdown of -41.61%. Use the drawdown chart below to compare losses from any high point for CFAGX and SSMHX.
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Drawdown Indicators
| CFAGX | SSMHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.05% | -41.61% | -19.44% |
Max Drawdown (1Y)Largest decline over 1 year | -13.01% | -14.48% | +1.47% |
Max Drawdown (5Y)Largest decline over 5 years | -28.99% | -34.84% | +5.85% |
Max Drawdown (10Y)Largest decline over 10 years | -34.23% | -41.61% | +7.38% |
Current DrawdownCurrent decline from peak | -12.87% | -10.03% | -2.84% |
Average DrawdownAverage peak-to-trough decline | -14.96% | -9.27% | -5.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.65% | 3.41% | +1.24% |
Volatility
CFAGX vs. SSMHX - Volatility Comparison
The current volatility for Commerce MidCap Growth Fund (CFAGX) is 4.87%, while State Street Small/Mid Cap Equity Index Portfolio (SSMHX) has a volatility of 5.96%. This indicates that CFAGX experiences smaller price fluctuations and is considered to be less risky than SSMHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CFAGX | SSMHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.87% | 5.96% | -1.09% |
Volatility (6M)Calculated over the trailing 6-month period | 10.65% | 12.78% | -2.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.94% | 22.45% | -2.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.34% | 22.38% | -4.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.40% | 22.33% | -3.93% |