DRDIX vs. SSSYX
Compare and contrast key facts about Dearborn Partners Rising Dividend Fund (DRDIX) and State Street Equity 500 Index Fund Class K (SSSYX).
DRDIX is managed by Dearborn Partners. It was launched on Apr 10, 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
DRDIX vs. SSSYX - Performance Comparison
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DRDIX vs. SSSYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DRDIX Dearborn Partners Rising Dividend Fund | -2.56% | 2.36% | 18.69% | 13.77% | -11.52% | 24.46% | 10.50% | 30.30% | -0.65% | 15.02% |
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
In the year-to-date period, DRDIX achieves a -2.56% return, which is significantly higher than SSSYX's -7.05% return. Over the past 10 years, DRDIX has underperformed SSSYX with an annualized return of 9.82%, while SSSYX has yielded a comparatively higher 13.69% annualized return.
DRDIX
- 1D
- 0.62%
- 1M
- -6.14%
- YTD
- -2.56%
- 6M
- -5.93%
- 1Y
- -3.66%
- 3Y*
- 9.27%
- 5Y*
- 7.29%
- 10Y*
- 9.82%
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%
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DRDIX vs. SSSYX - Expense Ratio Comparison
DRDIX has a 0.95% expense ratio, which is higher than SSSYX's 0.02% expense ratio.
Return for Risk
DRDIX vs. SSSYX — Risk / Return Rank
DRDIX
SSSYX
DRDIX vs. SSSYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dearborn Partners Rising Dividend Fund (DRDIX) 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.
| DRDIX | SSSYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.16 | 0.84 | -1.00 |
Sortino ratioReturn per unit of downside risk | -0.14 | 1.30 | -1.43 |
Omega ratioGain probability vs. loss probability | 0.98 | 1.20 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | -0.31 | 1.06 | -1.37 |
Martin ratioReturn relative to average drawdown | -0.98 | 5.13 | -6.11 |
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
| DRDIX | SSSYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.16 | 0.84 | -1.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.68 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.11 | +0.52 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.11 | +0.53 |
Correlation
The correlation between DRDIX and SSSYX is 0.86, 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
DRDIX vs. SSSYX - Dividend Comparison
DRDIX's dividend yield for the trailing twelve months is around 3.72%, more than SSSYX's 1.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DRDIX Dearborn Partners Rising Dividend Fund | 3.72% | 3.55% | 11.15% | 0.80% | 1.88% | 2.49% | 1.21% | 1.47% | 1.55% | 1.74% | 1.11% | 1.53% |
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
DRDIX vs. SSSYX - Drawdown Comparison
The maximum DRDIX drawdown since its inception was -31.36%, smaller than the maximum SSSYX drawdown of -91.48%. Use the drawdown chart below to compare losses from any high point for DRDIX and SSSYX.
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Drawdown Indicators
| DRDIX | SSSYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.36% | -91.48% | +60.12% |
Max Drawdown (1Y)Largest decline over 1 year | -10.82% | -12.10% | +1.28% |
Max Drawdown (5Y)Largest decline over 5 years | -19.45% | -24.49% | +5.04% |
Max Drawdown (10Y)Largest decline over 10 years | -31.36% | -91.48% | +60.12% |
Current DrawdownCurrent decline from peak | -7.12% | -8.88% | +1.76% |
Average DrawdownAverage peak-to-trough decline | -3.55% | -4.20% | +0.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.43% | 2.49% | +0.94% |
Volatility
DRDIX vs. SSSYX - Volatility Comparison
The current volatility for Dearborn Partners Rising Dividend Fund (DRDIX) is 2.98%, while State Street Equity 500 Index Fund Class K (SSSYX) has a volatility of 4.24%. This indicates that DRDIX 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
| DRDIX | SSSYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.98% | 4.24% | -1.26% |
Volatility (6M)Calculated over the trailing 6-month period | 6.76% | 9.08% | -2.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.85% | 18.10% | -4.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.27% | 16.85% | -2.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.67% | 124.43% | -108.76% |