FLVCX vs. SSSYX
Compare and contrast key facts about Fidelity Leveraged Company Stock Fund (FLVCX) and State Street Equity 500 Index Fund Class K (SSSYX).
FLVCX is managed by Fidelity. It was launched on Dec 19, 2000. 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
FLVCX vs. SSSYX - Performance Comparison
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FLVCX vs. SSSYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FLVCX Fidelity Leveraged Company Stock Fund | -7.01% | 20.34% | 26.95% | 26.10% | -22.99% | 26.08% | 26.74% | 35.60% | -16.43% | 20.92% |
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
The year-to-date returns for both stocks are quite close, with FLVCX having a -7.01% return and SSSYX slightly lower at -7.05%. Over the past 10 years, FLVCX has underperformed SSSYX with an annualized return of 12.73%, while SSSYX has yielded a comparatively higher 13.69% annualized return.
FLVCX
- 1D
- -2.55%
- 1M
- -11.46%
- YTD
- -7.01%
- 6M
- -6.89%
- 1Y
- 25.63%
- 3Y*
- 18.63%
- 5Y*
- 9.69%
- 10Y*
- 12.73%
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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FLVCX vs. SSSYX - Expense Ratio Comparison
FLVCX has a 0.74% expense ratio, which is higher than SSSYX's 0.02% expense ratio.
Return for Risk
FLVCX vs. SSSYX — Risk / Return Rank
FLVCX
SSSYX
FLVCX vs. SSSYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Leveraged Company Stock Fund (FLVCX) 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.
| FLVCX | SSSYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 0.84 | +0.11 |
Sortino ratioReturn per unit of downside risk | 1.44 | 1.30 | +0.15 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.20 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.54 | 1.06 | +0.48 |
Martin ratioReturn relative to average drawdown | 5.56 | 5.13 | +0.43 |
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
| FLVCX | SSSYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 0.84 | +0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.68 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.11 | +0.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.11 | +0.39 |
Correlation
The correlation between FLVCX 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
FLVCX vs. SSSYX - Dividend Comparison
FLVCX's dividend yield for the trailing twelve months is around 5.08%, more than SSSYX's 1.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLVCX Fidelity Leveraged Company Stock Fund | 5.08% | 4.72% | 14.53% | 12.19% | 18.49% | 8.40% | 0.11% | 0.10% | 19.91% | 18.96% | 27.48% | 6.18% |
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
FLVCX vs. SSSYX - Drawdown Comparison
The maximum FLVCX drawdown since its inception was -70.02%, smaller than the maximum SSSYX drawdown of -91.48%. Use the drawdown chart below to compare losses from any high point for FLVCX and SSSYX.
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Drawdown Indicators
| FLVCX | SSSYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.02% | -91.48% | +21.46% |
Max Drawdown (1Y)Largest decline over 1 year | -14.31% | -12.10% | -2.21% |
Max Drawdown (5Y)Largest decline over 5 years | -28.54% | -24.49% | -4.05% |
Max Drawdown (10Y)Largest decline over 10 years | -44.14% | -91.48% | +47.34% |
Current DrawdownCurrent decline from peak | -13.06% | -8.88% | -4.18% |
Average DrawdownAverage peak-to-trough decline | -11.06% | -4.20% | -6.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.95% | 2.49% | +1.46% |
Volatility
FLVCX vs. SSSYX - Volatility Comparison
Fidelity Leveraged Company Stock Fund (FLVCX) has a higher volatility of 8.24% compared to State Street Equity 500 Index Fund Class K (SSSYX) at 4.24%. This indicates that FLVCX'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
| FLVCX | SSSYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.24% | 4.24% | +4.00% |
Volatility (6M)Calculated over the trailing 6-month period | 16.09% | 9.08% | +7.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.02% | 18.10% | +8.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.51% | 16.85% | +5.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.22% | 124.43% | -101.21% |