LAMYX vs. SSSYX
Compare and contrast key facts about Lord Abbett Dividend Growth Fund (LAMYX) and State Street Equity 500 Index Fund Class K (SSSYX).
LAMYX is managed by Lord Abbett. It was launched on Dec 27, 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
LAMYX vs. SSSYX - Performance Comparison
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LAMYX vs. SSSYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LAMYX Lord Abbett Dividend Growth Fund | -3.24% | 16.44% | 22.61% | 16.66% | -13.29% | 25.76% | 15.80% | 26.91% | -4.52% | 19.42% |
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, LAMYX achieves a -3.24% return, which is significantly higher than SSSYX's -7.05% return. Over the past 10 years, LAMYX has underperformed SSSYX with an annualized return of 12.28%, while SSSYX has yielded a comparatively higher 13.69% annualized return.
LAMYX
- 1D
- -0.16%
- 1M
- -6.99%
- YTD
- -3.24%
- 6M
- -1.14%
- 1Y
- 15.26%
- 3Y*
- 16.26%
- 5Y*
- 10.99%
- 10Y*
- 12.28%
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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LAMYX vs. SSSYX - Expense Ratio Comparison
LAMYX has a 0.66% expense ratio, which is higher than SSSYX's 0.02% expense ratio.
Return for Risk
LAMYX vs. SSSYX — Risk / Return Rank
LAMYX
SSSYX
LAMYX vs. SSSYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Dividend Growth Fund (LAMYX) 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.
| LAMYX | SSSYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 0.84 | +0.22 |
Sortino ratioReturn per unit of downside risk | 1.58 | 1.30 | +0.29 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.20 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.38 | 1.06 | +0.32 |
Martin ratioReturn relative to average drawdown | 6.66 | 5.13 | +1.53 |
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
| LAMYX | SSSYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 0.84 | +0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.68 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.11 | +0.62 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.11 | +0.54 |
Correlation
The correlation between LAMYX and SSSYX is 0.93, 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
LAMYX vs. SSSYX - Dividend Comparison
LAMYX's dividend yield for the trailing twelve months is around 5.16%, more than SSSYX's 1.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LAMYX Lord Abbett Dividend Growth Fund | 5.16% | 5.21% | 5.36% | 1.57% | 6.06% | 8.03% | 3.54% | 6.06% | 9.59% | 8.18% | 8.95% | 9.68% |
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
LAMYX vs. SSSYX - Drawdown Comparison
The maximum LAMYX drawdown since its inception was -40.55%, smaller than the maximum SSSYX drawdown of -91.48%. Use the drawdown chart below to compare losses from any high point for LAMYX and SSSYX.
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Drawdown Indicators
| LAMYX | SSSYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.55% | -91.48% | +50.93% |
Max Drawdown (1Y)Largest decline over 1 year | -10.53% | -12.10% | +1.57% |
Max Drawdown (5Y)Largest decline over 5 years | -21.95% | -24.49% | +2.54% |
Max Drawdown (10Y)Largest decline over 10 years | -33.47% | -91.48% | +58.01% |
Current DrawdownCurrent decline from peak | -7.58% | -8.88% | +1.30% |
Average DrawdownAverage peak-to-trough decline | -5.76% | -4.20% | -1.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.18% | 2.49% | -0.31% |
Volatility
LAMYX vs. SSSYX - Volatility Comparison
The current volatility for Lord Abbett Dividend Growth Fund (LAMYX) is 3.65%, while State Street Equity 500 Index Fund Class K (SSSYX) has a volatility of 4.24%. This indicates that LAMYX 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.
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Volatility by Period
| LAMYX | SSSYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.65% | 4.24% | -0.59% |
Volatility (6M)Calculated over the trailing 6-month period | 7.85% | 9.08% | -1.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.49% | 18.10% | -2.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.36% | 16.85% | -1.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.91% | 124.43% | -107.52% |