IGIAX vs. SSSYX
Compare and contrast key facts about Integrity ESG Growth & Income Fund (IGIAX) and State Street Equity 500 Index Fund Class K (SSSYX).
IGIAX is managed by IntegrityVikingFunds. It was launched on Jan 3, 1995. 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
IGIAX vs. SSSYX - Performance Comparison
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IGIAX vs. SSSYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IGIAX Integrity ESG Growth & Income Fund | -1.83% | 18.60% | 17.24% | 25.24% | -21.32% | 27.62% | 17.14% | 33.11% | -1.83% | 18.69% |
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, IGIAX achieves a -1.83% return, which is significantly higher than SSSYX's -7.05% return. Over the past 10 years, IGIAX has underperformed SSSYX with an annualized return of 12.92%, while SSSYX has yielded a comparatively higher 13.69% annualized return.
IGIAX
- 1D
- -0.82%
- 1M
- -4.80%
- YTD
- -1.83%
- 6M
- 1.13%
- 1Y
- 18.75%
- 3Y*
- 16.10%
- 5Y*
- 10.34%
- 10Y*
- 12.92%
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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IGIAX vs. SSSYX - Expense Ratio Comparison
IGIAX has a 1.24% expense ratio, which is higher than SSSYX's 0.02% expense ratio.
Return for Risk
IGIAX vs. SSSYX — Risk / Return Rank
IGIAX
SSSYX
IGIAX vs. SSSYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Integrity ESG Growth & Income Fund (IGIAX) 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.
| IGIAX | SSSYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 0.84 | +0.18 |
Sortino ratioReturn per unit of downside risk | 1.55 | 1.30 | +0.26 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.20 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.37 | 1.06 | +0.32 |
Martin ratioReturn relative to average drawdown | 6.40 | 5.13 | +1.27 |
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
| IGIAX | SSSYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 0.84 | +0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.68 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.11 | +0.61 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.11 | +0.36 |
Correlation
The correlation between IGIAX and SSSYX is 0.94, 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
IGIAX vs. SSSYX - Dividend Comparison
IGIAX's dividend yield for the trailing twelve months is around 3.69%, more than SSSYX's 1.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGIAX Integrity ESG Growth & Income Fund | 3.69% | 3.62% | 0.00% | 2.23% | 1.41% | 0.63% | 0.62% | 9.26% | 6.63% | 7.31% | 2.30% | 2.19% |
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
IGIAX vs. SSSYX - Drawdown Comparison
The maximum IGIAX drawdown since its inception was -79.15%, smaller than the maximum SSSYX drawdown of -91.48%. Use the drawdown chart below to compare losses from any high point for IGIAX and SSSYX.
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Drawdown Indicators
| IGIAX | SSSYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.15% | -91.48% | +12.33% |
Max Drawdown (1Y)Largest decline over 1 year | -12.69% | -12.10% | -0.59% |
Max Drawdown (5Y)Largest decline over 5 years | -30.18% | -24.49% | -5.69% |
Max Drawdown (10Y)Largest decline over 10 years | -31.19% | -91.48% | +60.29% |
Current DrawdownCurrent decline from peak | -6.89% | -8.88% | +1.99% |
Average DrawdownAverage peak-to-trough decline | -33.53% | -4.20% | -29.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.72% | 2.49% | +0.23% |
Volatility
IGIAX vs. SSSYX - Volatility Comparison
Integrity ESG Growth & Income Fund (IGIAX) has a higher volatility of 5.02% compared to State Street Equity 500 Index Fund Class K (SSSYX) at 4.24%. This indicates that IGIAX'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
| IGIAX | SSSYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.02% | 4.24% | +0.78% |
Volatility (6M)Calculated over the trailing 6-month period | 11.29% | 9.08% | +2.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.48% | 18.10% | +1.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.87% | 16.85% | +1.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.95% | 124.43% | -106.48% |