MSOAX vs. SSSYX
Compare and contrast key facts about MainStay WMC Enduring Capital Fund (MSOAX) and State Street Equity 500 Index Fund Class K (SSSYX).
MSOAX is managed by New York Life. It was launched on Jun 1, 1998. 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
MSOAX vs. SSSYX - Performance Comparison
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MSOAX vs. SSSYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MSOAX MainStay WMC Enduring Capital Fund | -3.06% | -0.61% | 10.54% | 17.67% | -13.18% | 35.36% | 15.48% | 24.80% | -7.00% | 23.82% |
SSSYX State Street Equity 500 Index Fund Class K | -4.34% | 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, MSOAX achieves a -3.06% return, which is significantly higher than SSSYX's -4.34% return. Over the past 10 years, MSOAX has underperformed SSSYX with an annualized return of 10.06%, while SSSYX has yielded a comparatively higher 14.02% annualized return.
MSOAX
- 1D
- 1.56%
- 1M
- -7.34%
- YTD
- -3.06%
- 6M
- -5.05%
- 1Y
- -7.54%
- 3Y*
- 7.41%
- 5Y*
- 5.96%
- 10Y*
- 10.06%
SSSYX
- 1D
- 2.92%
- 1M
- -5.02%
- YTD
- -4.34%
- 6M
- -2.15%
- 1Y
- 17.29%
- 3Y*
- 18.28%
- 5Y*
- 11.75%
- 10Y*
- 14.02%
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MSOAX vs. SSSYX - Expense Ratio Comparison
MSOAX has a 0.91% expense ratio, which is higher than SSSYX's 0.02% expense ratio.
Return for Risk
MSOAX vs. SSSYX — Risk / Return Rank
MSOAX
SSSYX
MSOAX vs. SSSYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MainStay WMC Enduring Capital Fund (MSOAX) 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.
| MSOAX | SSSYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.44 | 0.97 | -1.41 |
Sortino ratioReturn per unit of downside risk | -0.55 | 1.49 | -2.04 |
Omega ratioGain probability vs. loss probability | 0.93 | 1.23 | -0.29 |
Calmar ratioReturn relative to maximum drawdown | -0.60 | 1.52 | -2.12 |
Martin ratioReturn relative to average drawdown | -1.29 | 7.30 | -8.59 |
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
| MSOAX | SSSYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.44 | 0.97 | -1.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.70 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.11 | +0.46 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.11 | +0.26 |
Correlation
The correlation between MSOAX and SSSYX is 0.89, 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
MSOAX vs. SSSYX - Dividend Comparison
MSOAX's dividend yield for the trailing twelve months is around 4.20%, more than SSSYX's 1.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSOAX MainStay WMC Enduring Capital Fund | 4.20% | 4.07% | 0.26% | 0.64% | 4.00% | 8.70% | 0.83% | 5.99% | 13.82% | 0.88% | 1.22% | 1.11% |
SSSYX State Street Equity 500 Index Fund Class K | 1.51% | 1.44% | 1.63% | 1.78% | 2.16% | 2.76% | 1.86% | 4.44% | 5.18% | 5.94% | 2.07% | 1.84% |
Drawdowns
MSOAX vs. SSSYX - Drawdown Comparison
The maximum MSOAX drawdown since its inception was -55.16%, smaller than the maximum SSSYX drawdown of -91.48%. Use the drawdown chart below to compare losses from any high point for MSOAX and SSSYX.
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Drawdown Indicators
| MSOAX | SSSYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.16% | -91.48% | +36.32% |
Max Drawdown (1Y)Largest decline over 1 year | -12.32% | -12.10% | -0.22% |
Max Drawdown (5Y)Largest decline over 5 years | -21.27% | -24.49% | +3.22% |
Max Drawdown (10Y)Largest decline over 10 years | -34.01% | -91.48% | +57.47% |
Current DrawdownCurrent decline from peak | -12.98% | -6.22% | -6.76% |
Average DrawdownAverage peak-to-trough decline | -13.31% | -4.20% | -9.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.72% | 2.52% | +3.20% |
Volatility
MSOAX vs. SSSYX - Volatility Comparison
The current volatility for MainStay WMC Enduring Capital Fund (MSOAX) is 3.99%, while State Street Equity 500 Index Fund Class K (SSSYX) has a volatility of 5.34%. This indicates that MSOAX 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
| MSOAX | SSSYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.99% | 5.34% | -1.35% |
Volatility (6M)Calculated over the trailing 6-month period | 9.17% | 9.53% | -0.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.10% | 18.29% | -2.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.84% | 16.89% | -1.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.75% | 124.43% | -106.68% |