FLCKX vs. SSSYX
Compare and contrast key facts about Fidelity Leveraged Company Stock Fund Class K (FLCKX) and State Street Equity 500 Index Fund Class K (SSSYX).
FLCKX is managed by Fidelity. It was launched on May 9, 2008. 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
FLCKX vs. SSSYX - Performance Comparison
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FLCKX vs. SSSYX - 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% |
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
In the year-to-date period, FLCKX achieves a -3.00% return, which is significantly higher than SSSYX's -4.34% return. Over the past 10 years, FLCKX has underperformed SSSYX with an annualized return of 13.30%, while SSSYX has yielded a comparatively higher 14.02% 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%
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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FLCKX vs. SSSYX - Expense Ratio Comparison
FLCKX has a 0.65% expense ratio, which is higher than SSSYX's 0.02% expense ratio.
Return for Risk
FLCKX vs. SSSYX — Risk / Return Rank
FLCKX
SSSYX
FLCKX vs. SSSYX - 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 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.
| FLCKX | SSSYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 0.97 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.70 | 1.49 | +0.21 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.23 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.91 | 1.52 | +0.39 |
Martin ratioReturn relative to average drawdown | 6.85 | 7.30 | -0.45 |
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 | SSSYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 0.97 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.70 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.11 | +0.46 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.11 | +0.23 |
Correlation
The correlation between FLCKX and SSSYX 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
FLCKX vs. SSSYX - Dividend Comparison
FLCKX's dividend yield for the trailing twelve months is around 4.83%, more than SSSYX's 1.51% 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% |
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
FLCKX vs. SSSYX - Drawdown Comparison
The maximum FLCKX drawdown since its inception was -69.99%, smaller than the maximum SSSYX drawdown of -91.48%. Use the drawdown chart below to compare losses from any high point for FLCKX and SSSYX.
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Drawdown Indicators
| FLCKX | SSSYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.99% | -91.48% | +21.49% |
Max Drawdown (1Y)Largest decline over 1 year | -14.31% | -12.10% | -2.21% |
Max Drawdown (5Y)Largest decline over 5 years | -28.52% | -24.49% | -4.03% |
Max Drawdown (10Y)Largest decline over 10 years | -44.10% | -91.48% | +47.38% |
Current DrawdownCurrent decline from peak | -9.31% | -6.22% | -3.09% |
Average DrawdownAverage peak-to-trough decline | -12.52% | -4.20% | -8.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.98% | 2.52% | +1.46% |
Volatility
FLCKX vs. SSSYX - Volatility Comparison
Fidelity Leveraged Company Stock Fund Class K (FLCKX) has a higher volatility of 9.48% compared to State Street Equity 500 Index Fund Class K (SSSYX) at 5.34%. This indicates that FLCKX's price experiences larger fluctuations and is considered to be riskier 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
| FLCKX | SSSYX | 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% | 9.53% | +7.07% |
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% | 16.89% | +5.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.27% | 124.43% | -101.16% |