GMLGX vs. SSSYX
Compare and contrast key facts about GuideMark Large Cap Core Fund (GMLGX) and State Street Equity 500 Index Fund Class K (SSSYX).
GMLGX is managed by GuideMark. It was launched on Jun 29, 2001. 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
GMLGX vs. SSSYX - Performance Comparison
Loading graphics...
GMLGX vs. SSSYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GMLGX GuideMark Large Cap Core Fund | -7.74% | 14.26% | 22.35% | 25.27% | -19.10% | 26.33% | 22.21% | 28.12% | -5.53% | 20.65% |
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, GMLGX achieves a -7.74% return, which is significantly lower than SSSYX's -7.05% return. Over the past 10 years, GMLGX has underperformed SSSYX with an annualized return of 11.99%, while SSSYX has yielded a comparatively higher 13.69% annualized return.
GMLGX
- 1D
- -0.31%
- 1M
- -7.21%
- YTD
- -7.74%
- 6M
- -5.43%
- 1Y
- 12.05%
- 3Y*
- 15.02%
- 5Y*
- 9.18%
- 10Y*
- 11.99%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
GMLGX vs. SSSYX - Expense Ratio Comparison
GMLGX has a 0.89% expense ratio, which is higher than SSSYX's 0.02% expense ratio.
Return for Risk
GMLGX vs. SSSYX — Risk / Return Rank
GMLGX
SSSYX
GMLGX vs. SSSYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for GuideMark Large Cap Core Fund (GMLGX) 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.
| GMLGX | SSSYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.68 | 0.84 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.11 | 1.30 | -0.19 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.20 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.79 | 1.06 | -0.26 |
Martin ratioReturn relative to average drawdown | 3.58 | 5.13 | -1.55 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| GMLGX | SSSYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.68 | 0.84 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.68 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.11 | +0.54 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.11 | +0.25 |
Correlation
The correlation between GMLGX and SSSYX is 0.97, 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
GMLGX vs. SSSYX - Dividend Comparison
GMLGX's dividend yield for the trailing twelve months is around 20.04%, more than SSSYX's 1.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GMLGX GuideMark Large Cap Core Fund | 20.04% | 18.49% | 4.20% | 0.75% | 10.27% | 3.03% | 0.38% | 1.01% | 2.22% | 4.25% | 2.99% | 3.08% |
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
GMLGX vs. SSSYX - Drawdown Comparison
The maximum GMLGX drawdown since its inception was -56.56%, smaller than the maximum SSSYX drawdown of -91.48%. Use the drawdown chart below to compare losses from any high point for GMLGX and SSSYX.
Loading graphics...
Drawdown Indicators
| GMLGX | SSSYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.56% | -91.48% | +34.92% |
Max Drawdown (1Y)Largest decline over 1 year | -12.82% | -12.10% | -0.72% |
Max Drawdown (5Y)Largest decline over 5 years | -25.54% | -24.49% | -1.05% |
Max Drawdown (10Y)Largest decline over 10 years | -35.15% | -91.48% | +56.33% |
Current DrawdownCurrent decline from peak | -9.59% | -8.88% | -0.71% |
Average DrawdownAverage peak-to-trough decline | -9.51% | -4.20% | -5.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.84% | 2.49% | +0.35% |
Volatility
GMLGX vs. SSSYX - Volatility Comparison
The current volatility for GuideMark Large Cap Core Fund (GMLGX) is 4.02%, while State Street Equity 500 Index Fund Class K (SSSYX) has a volatility of 4.24%. This indicates that GMLGX 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.
Loading graphics...
Volatility by Period
| GMLGX | SSSYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.02% | 4.24% | -0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 9.05% | 9.08% | -0.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.53% | 18.10% | +0.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.62% | 16.85% | +0.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.63% | 124.43% | -105.80% |