MXXVX vs. SSSYX

Last updated Jun 24, 2026

MXXVX (Matthew 25 Fund) and SSSYX (State Street Equity 500 Index Fund Class K) are both mutual funds - MXXVX is a Large Cap Blend Equities fund managed by Matthew 25, while SSSYX is a S&P 500 fund tracking the S&P 500 Index. Over the past 10 years, MXXVX returned 14.67%/yr vs 45.70%/yr for SSSYX. Their correlation of 0.84 suggests significant overlap in exposure. MXXVX charges 1.07%/yr vs 0.02%/yr for SSSYX.

Performance

MXXVX vs. SSSYX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Matthew 25 Fund (MXXVX) and State Street Equity 500 Index Fund Class K (SSSYX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both investments are quite close, with MXXVX having a 9.65% return and SSSYX slightly higher at 9.78%. Over the past 10 years, MXXVX has underperformed SSSYX with an annualized return of 14.67%, while SSSYX has yielded a comparatively higher 45.70% annualized return.

MXXVX

• 1D: -0.28%
• 1M: 1.06%
• YTD: 9.65%
• 6M: 8.64%
• 1Y: 28.85%
• 3Y*: 24.88%
• 5Y*: 10.88%
• 10Y*: 14.67%

SSSYX

• 1D: -0.36%
• 1M: 0.10%
• YTD: 9.78%
• 6M: 8.78%
• 1Y: 25.47%
• 3Y*: 21.36%
• 5Y*: 13.57%
• 10Y*: 45.70%

*Multi-year figures are annualized to reflect compound growth (CAGR)

MXXVX vs. SSSYX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
MXXVX Matthew 25 Fund	9.65%	18.64%	27.41%	36.76%	-30.19%	22.19%	12.77%	42.15%	-19.39%	24.69%
SSSYX State Street Equity 500 Index Fund Class K	9.78%	17.81%	24.99%	26.27%	-18.16%	28.51%	1,083.11%	31.38%	-4.38%	21.61%

Correlation

The correlation between MXXVX and SSSYX is 0.86, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.86
Correlation (3Y) Calculated over the trailing 3-year period	0.86
Correlation (5Y) Calculated over the trailing 5-year period	0.87
Correlation (10Y) Calculated over the trailing 10-year period	0.83
Correlation (All Time) Calculated using the full available price history since Sep 18, 2014	0.84

The correlation between MXXVX and SSSYX has been stable across timeframes, ranging from 0.83 to 0.87 - a consistent structural relationship.

Return for Risk

MXXVX vs. SSSYX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MXXVX

MXXVX Risk / Return Rank: 39
MXXVX Sharpe Ratio Rank: 37
MXXVX Sortino Ratio Rank: 32
MXXVX Omega Ratio Rank: 34
MXXVX Calmar Ratio Rank: 43
MXXVX Martin Ratio Rank: 47

SSSYX

SSSYX Risk / Return Rank: 65
SSSYX Sharpe Ratio Rank: 63
SSSYX Sortino Ratio Rank: 57
SSSYX Omega Ratio Rank: 59
SSSYX Calmar Ratio Rank: 68
SSSYX Martin Ratio Rank: 78

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MXXVX vs. SSSYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Matthew 25 Fund (MXXVX) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	MXXVX	SSSYX	Difference
Sharpe ratio: Return per unit of total volatility	1.62	2.15	-0.53
Sortino ratio: Return per unit of downside risk	2.20	2.91	-0.71
Omega ratio: Gain probability vs. loss probability	1.29	1.39	-0.10
Calmar ratio: Return relative to maximum drawdown	2.40	3.02	-0.62
Martin ratio: Return relative to average drawdown	9.30	13.62	-4.32

MXXVX vs. SSSYX - Sharpe Ratio Comparison

The current MXXVX Sharpe Ratio is 1.62, which is comparable to the SSSYX Sharpe Ratio of 2.15. The chart below compares the historical Sharpe Ratios of MXXVX and SSSYX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

MXXVX vs. SSSYX - Drawdown Comparison

The maximum MXXVX drawdown since its inception was -96.53%, which is greater than SSSYX's maximum drawdown of -33.77%. Use the drawdown chart below to compare losses from any high point for MXXVX and SSSYX.

Drawdown Indicators

	MXXVX	SSSYX	Difference
Max Drawdown Largest peak-to-trough decline	-96.53%	-33.77%	-62.76%
Max Drawdown (1Y) Largest decline over 1 year	-12.84%	-8.88%	-3.96%
Max Drawdown (3Y) Largest decline over 3 years	-96.53%	-18.74%	-77.79%
Max Drawdown (5Y) Largest decline over 5 years	-96.53%	-24.49%	-72.04%
Max Drawdown (10Y) Largest decline over 10 years	-96.53%	-33.77%	-62.76%
Current Drawdown Current decline from peak	-94.18%	-1.72%	-92.46%
Average Drawdown Average peak-to-trough decline	-14.43%	-3.91%	-10.52%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.30%	1.96%	+1.34%

Volatility

MXXVX vs. SSSYX - Volatility Comparison

Matthew 25 Fund (MXXVX) has a higher volatility of 7.58% compared to State Street Equity 500 Index Fund Class K (SSSYX) at 4.67%. This indicates that MXXVX'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.

Volatility by Period

	MXXVX	SSSYX	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.58%	4.67%	+2.91%
Volatility (6M) Calculated over the trailing 6-month period	15.17%	9.83%	+5.34%
Volatility (1Y) Calculated over the trailing 1-year period	19.05%	12.49%	+6.56%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	383.28%	16.98%	+366.30%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	271.44%	121.18%	+150.26%

MXXVX vs. SSSYX - Expense Ratio Comparison

MXXVX has a 1.07% expense ratio, which is higher than SSSYX's 0.02% expense ratio.

Dividends

MXXVX vs. SSSYX - Dividend Comparison

MXXVX's dividend yield for the trailing twelve months is around 13.47%, more than SSSYX's 1.31% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
MXXVX Matthew 25 Fund	13.47%	14.77%	7.24%	8.17%	7.84%	11.98%	11.20%	1.88%	19.45%	7.65%	9.66%	8.15%
SSSYX State Street Equity 500 Index Fund Class K	1.31%	1.44%	1.63%	1.78%	2.16%	2.76%	1.86%	4.44%	5.18%	5.94%	2.07%	1.84%

Frequently Asked Questions

Can I hold both MXXVX and SSSYX in my portfolio?

MXXVX and SSSYX have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, MXXVX or SSSYX?

MXXVX has higher volatility (7.58%) compared to SSSYX (4.67%). In terms of maximum drawdown, MXXVX dropped -96.53% vs SSSYX's -33.77%.

Which has better risk-adjusted returns?

SSSYX currently has the higher Sharpe Ratio (2.15 vs 1.62), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.