MINVX vs. SSSYX
Compare and contrast key facts about Madison Investors Fund (MINVX) and State Street Equity 500 Index Fund Class K (SSSYX).
MINVX is managed by Madison Funds. It was launched on Nov 1, 1978. 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
MINVX vs. SSSYX - Performance Comparison
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MINVX vs. SSSYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MINVX Madison Investors Fund | -5.07% | 3.30% | 16.38% | 26.12% | -13.18% | 22.70% | 14.48% | 30.48% | 0.64% | 22.53% |
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, MINVX achieves a -5.07% return, which is significantly higher than SSSYX's -7.05% return. Over the past 10 years, MINVX has underperformed SSSYX with an annualized return of 11.64%, while SSSYX has yielded a comparatively higher 13.69% annualized return.
MINVX
- 1D
- 0.19%
- 1M
- -9.31%
- YTD
- -5.07%
- 6M
- -1.83%
- 1Y
- -1.01%
- 3Y*
- 10.58%
- 5Y*
- 7.94%
- 10Y*
- 11.64%
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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MINVX vs. SSSYX - Expense Ratio Comparison
MINVX has a 0.91% expense ratio, which is higher than SSSYX's 0.02% expense ratio.
Return for Risk
MINVX vs. SSSYX — Risk / Return Rank
MINVX
SSSYX
MINVX vs. SSSYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Madison Investors Fund (MINVX) 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.
| MINVX | SSSYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.01 | 0.84 | -0.85 |
Sortino ratioReturn per unit of downside risk | 0.11 | 1.30 | -1.18 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.20 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | -0.20 | 1.06 | -1.26 |
Martin ratioReturn relative to average drawdown | -0.63 | 5.13 | -5.76 |
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
| MINVX | SSSYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.01 | 0.84 | -0.85 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.68 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.11 | +0.58 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.11 | +0.24 |
Correlation
The correlation between MINVX 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
MINVX vs. SSSYX - Dividend Comparison
MINVX's dividend yield for the trailing twelve months is around 7.69%, more than SSSYX's 1.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MINVX Madison Investors Fund | 7.69% | 7.30% | 6.09% | 8.18% | 6.64% | 7.82% | 9.86% | 6.02% | 18.77% | 5.91% | 3.31% | 16.40% |
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
MINVX vs. SSSYX - Drawdown Comparison
The maximum MINVX drawdown since its inception was -52.40%, smaller than the maximum SSSYX drawdown of -91.48%. Use the drawdown chart below to compare losses from any high point for MINVX and SSSYX.
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Drawdown Indicators
| MINVX | SSSYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.40% | -91.48% | +39.08% |
Max Drawdown (1Y)Largest decline over 1 year | -11.28% | -12.10% | +0.82% |
Max Drawdown (5Y)Largest decline over 5 years | -21.46% | -24.49% | +3.03% |
Max Drawdown (10Y)Largest decline over 10 years | -33.85% | -91.48% | +57.63% |
Current DrawdownCurrent decline from peak | -9.83% | -8.88% | -0.95% |
Average DrawdownAverage peak-to-trough decline | -7.59% | -4.20% | -3.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.64% | 2.49% | +1.15% |
Volatility
MINVX vs. SSSYX - Volatility Comparison
Madison Investors Fund (MINVX) and State Street Equity 500 Index Fund Class K (SSSYX) have volatilities of 4.33% and 4.24%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MINVX | SSSYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.33% | 4.24% | +0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 9.80% | 9.08% | +0.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.10% | 18.10% | 0.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.23% | 16.85% | -0.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.96% | 124.43% | -107.47% |