FLCKX vs. SSEYX
Compare and contrast key facts about Fidelity Leveraged Company Stock Fund Class K (FLCKX) and State Street Equity 500 Index II Portfolio (SSEYX).
FLCKX is managed by Fidelity. It was launched on May 9, 2008. SSEYX is managed by State Street. It was launched on Aug 11, 2014.
Performance
FLCKX vs. SSEYX - Performance Comparison
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FLCKX vs. SSEYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FLCKX Fidelity Leveraged Company Stock Fund Class K | -3.00% | 20.45% | 27.06% | 26.21% | -22.91% | 26.19% | 26.85% | 35.76% | -16.34% | 20.95% |
SSEYX State Street Equity 500 Index II Portfolio | -4.34% | 17.52% | 25.01% | 26.29% | -18.18% | 28.58% | 18.28% | 31.42% | -4.54% | 21.72% |
Returns By Period
In the year-to-date period, FLCKX achieves a -3.00% return, which is significantly higher than SSEYX's -4.34% return. Over the past 10 years, FLCKX has underperformed SSEYX with an annualized return of 13.30%, while SSEYX has yielded a comparatively higher 13.99% annualized return.
FLCKX
- 1D
- 4.27%
- 1M
- -7.81%
- YTD
- -3.00%
- 6M
- -3.60%
- 1Y
- 29.59%
- 3Y*
- 20.39%
- 5Y*
- 10.35%
- 10Y*
- 13.30%
SSEYX
- 1D
- 2.92%
- 1M
- -5.02%
- YTD
- -4.34%
- 6M
- -2.39%
- 1Y
- 17.01%
- 3Y*
- 18.20%
- 5Y*
- 11.70%
- 10Y*
- 13.99%
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FLCKX vs. SSEYX - Expense Ratio Comparison
FLCKX has a 0.65% expense ratio, which is higher than SSEYX's 0.02% expense ratio.
Return for Risk
FLCKX vs. SSEYX — Risk / Return Rank
FLCKX
SSEYX
FLCKX vs. SSEYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Leveraged Company Stock Fund Class K (FLCKX) and State Street Equity 500 Index II Portfolio (SSEYX). 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.
| FLCKX | SSEYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 0.96 | +0.19 |
Sortino ratioReturn per unit of downside risk | 1.70 | 1.47 | +0.23 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.22 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.91 | 1.50 | +0.41 |
Martin ratioReturn relative to average drawdown | 6.85 | 7.19 | -0.33 |
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
| FLCKX | SSEYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 0.96 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.70 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.78 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.72 | -0.38 |
Correlation
The correlation between FLCKX and SSEYX is 0.91, 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
FLCKX vs. SSEYX - Dividend Comparison
FLCKX's dividend yield for the trailing twelve months is around 4.83%, more than SSEYX's 1.45% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLCKX Fidelity Leveraged Company Stock Fund Class K | 4.83% | 4.69% | 14.54% | 12.22% | 18.51% | 8.45% | 0.19% | 0.14% | 19.95% | 18.97% | 27.57% | 6.18% |
SSEYX State Street Equity 500 Index II Portfolio | 1.45% | 1.38% | 1.93% | 1.46% | 1.57% | 2.48% | 3.63% | 2.36% | 5.91% | 5.37% | 2.29% | 3.47% |
Drawdowns
FLCKX vs. SSEYX - Drawdown Comparison
The maximum FLCKX drawdown since its inception was -69.99%, which is greater than SSEYX's maximum drawdown of -33.75%. Use the drawdown chart below to compare losses from any high point for FLCKX and SSEYX.
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Drawdown Indicators
| FLCKX | SSEYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.99% | -33.75% | -36.24% |
Max Drawdown (1Y)Largest decline over 1 year | -14.31% | -12.10% | -2.21% |
Max Drawdown (5Y)Largest decline over 5 years | -28.52% | -24.52% | -4.00% |
Max Drawdown (10Y)Largest decline over 10 years | -44.10% | -33.75% | -10.35% |
Current DrawdownCurrent decline from peak | -9.31% | -6.22% | -3.09% |
Average DrawdownAverage peak-to-trough decline | -12.52% | -4.14% | -8.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.98% | 2.52% | +1.46% |
Volatility
FLCKX vs. SSEYX - Volatility Comparison
Fidelity Leveraged Company Stock Fund Class K (FLCKX) has a higher volatility of 9.48% compared to State Street Equity 500 Index II Portfolio (SSEYX) at 5.34%. This indicates that FLCKX's price experiences larger fluctuations and is considered to be riskier than SSEYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FLCKX | SSEYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.48% | 5.34% | +4.14% |
Volatility (6M)Calculated over the trailing 6-month period | 16.60% | 9.51% | +7.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.31% | 18.29% | +9.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.61% | 16.92% | +5.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.27% | 18.05% | +5.22% |