CHUSX vs. SSGLX
Compare and contrast key facts about Alger Global Focus Fund (CHUSX) and State Street Global All Cap Equity ex-U.S. Index Fund Class K (SSGLX).
CHUSX is managed by Alger. It was launched on Nov 2, 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
CHUSX vs. SSGLX - Performance Comparison
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CHUSX vs. SSGLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CHUSX Alger Global Focus Fund | -3.09% | 7.71% | 40.01% | 24.23% | -32.05% | 14.05% | 38.85% | 23.58% | -15.83% | 22.86% |
SSGLX State Street Global All Cap Equity ex-U.S. Index Fund Class K | 1.29% | 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, CHUSX achieves a -3.09% return, which is significantly lower than SSGLX's 1.29% return. Over the past 10 years, CHUSX has outperformed SSGLX with an annualized return of 9.99%, while SSGLX has yielded a comparatively lower 8.79% annualized return.
CHUSX
- 1D
- 4.14%
- 1M
- -6.61%
- YTD
- -3.09%
- 6M
- -5.78%
- 1Y
- 13.15%
- 3Y*
- 17.88%
- 5Y*
- 7.08%
- 10Y*
- 9.99%
SSGLX
- 1D
- 1.94%
- 1M
- -7.37%
- YTD
- 1.29%
- 6M
- 5.27%
- 1Y
- 26.80%
- 3Y*
- 15.14%
- 5Y*
- 7.06%
- 10Y*
- 8.79%
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CHUSX vs. SSGLX - Expense Ratio Comparison
CHUSX has a 1.50% expense ratio, which is higher than SSGLX's 0.07% expense ratio.
Return for Risk
CHUSX vs. SSGLX — Risk / Return Rank
CHUSX
SSGLX
CHUSX vs. SSGLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Alger Global Focus Fund (CHUSX) 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.
| CHUSX | SSGLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 1.76 | -1.14 |
Sortino ratioReturn per unit of downside risk | 1.02 | 2.37 | -1.36 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.36 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | 1.08 | 2.35 | -1.27 |
Martin ratioReturn relative to average drawdown | 3.61 | 9.17 | -5.56 |
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
| CHUSX | SSGLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 1.76 | -1.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.49 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.55 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.38 | 0.00 |
Correlation
The correlation between CHUSX and SSGLX is 0.77, 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
CHUSX vs. SSGLX - Dividend Comparison
CHUSX's dividend yield for the trailing twelve months is around 9.25%, more than SSGLX's 4.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHUSX Alger Global Focus Fund | 9.25% | 8.97% | 32.77% | 0.00% | 0.00% | 9.87% | 0.00% | 2.77% | 9.32% | 4.03% | 1.01% | 0.00% |
SSGLX State Street Global All Cap Equity ex-U.S. Index Fund Class K | 4.36% | 4.41% | 4.46% | 2.98% | 2.85% | 4.20% | 1.72% | 4.80% | 8.32% | 3.98% | 1.52% | 2.09% |
Drawdowns
CHUSX vs. SSGLX - Drawdown Comparison
The maximum CHUSX drawdown since its inception was -69.31%, which is greater than SSGLX's maximum drawdown of -35.88%. Use the drawdown chart below to compare losses from any high point for CHUSX and SSGLX.
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Drawdown Indicators
| CHUSX | SSGLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.31% | -35.88% | -33.43% |
Max Drawdown (1Y)Largest decline over 1 year | -12.05% | -11.22% | -0.83% |
Max Drawdown (5Y)Largest decline over 5 years | -41.48% | -30.08% | -11.40% |
Max Drawdown (10Y)Largest decline over 10 years | -41.48% | -35.88% | -5.60% |
Current DrawdownCurrent decline from peak | -8.41% | -9.15% | +0.74% |
Average DrawdownAverage peak-to-trough decline | -18.61% | -8.32% | -10.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.59% | 2.87% | +0.72% |
Volatility
CHUSX vs. SSGLX - Volatility Comparison
Alger Global Focus Fund (CHUSX) has a higher volatility of 9.00% compared to State Street Global All Cap Equity ex-U.S. Index Fund Class K (SSGLX) at 6.71%. This indicates that CHUSX's price experiences larger fluctuations and is considered to be riskier 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
| CHUSX | SSGLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.00% | 6.71% | +2.29% |
Volatility (6M)Calculated over the trailing 6-month period | 15.04% | 10.18% | +4.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.03% | 15.57% | +6.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.78% | 14.51% | +8.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.14% | 16.15% | +4.99% |