OARDX vs. SSSYX
Compare and contrast key facts about Invesco Rising Dividends Fund (OARDX) and State Street Equity 500 Index Fund Class K (SSSYX).
OARDX is managed by Invesco. It was launched on Apr 30, 1980. 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
OARDX vs. SSSYX - Performance Comparison
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OARDX vs. SSSYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OARDX Invesco Rising Dividends Fund | -6.85% | 17.43% | 19.40% | 17.73% | -12.68% | 26.52% | 13.34% | 29.59% | -6.55% | 17.48% |
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
The year-to-date returns for both stocks are quite close, with OARDX having a -6.85% return and SSSYX slightly lower at -7.05%. Over the past 10 years, OARDX has underperformed SSSYX with an annualized return of 11.24%, while SSSYX has yielded a comparatively higher 13.69% annualized return.
OARDX
- 1D
- -0.40%
- 1M
- -8.91%
- YTD
- -6.85%
- 6M
- -4.59%
- 1Y
- 11.58%
- 3Y*
- 13.69%
- 5Y*
- 10.28%
- 10Y*
- 11.24%
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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OARDX vs. SSSYX - Expense Ratio Comparison
OARDX has a 1.00% expense ratio, which is higher than SSSYX's 0.02% expense ratio.
Return for Risk
OARDX vs. SSSYX — Risk / Return Rank
OARDX
SSSYX
OARDX vs. SSSYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Rising Dividends Fund (OARDX) 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.
| OARDX | SSSYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | 0.84 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.34 | 1.30 | +0.05 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.20 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.37 | 1.06 | -0.68 |
Martin ratioReturn relative to average drawdown | 1.55 | 5.13 | -3.58 |
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
| OARDX | SSSYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 0.84 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.68 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.11 | +0.52 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.07 | 0.11 | -0.03 |
Correlation
The correlation between OARDX and SSSYX is 0.95, 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
OARDX vs. SSSYX - Dividend Comparison
OARDX's dividend yield for the trailing twelve months is around 8.64%, more than SSSYX's 1.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OARDX Invesco Rising Dividends Fund | 8.64% | 8.07% | 12.72% | 7.63% | 6.04% | 12.60% | 2.49% | 4.06% | 9.13% | 10.38% | 6.04% | 7.42% |
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
OARDX vs. SSSYX - Drawdown Comparison
The maximum OARDX drawdown since its inception was -69.57%, smaller than the maximum SSSYX drawdown of -91.48%. Use the drawdown chart below to compare losses from any high point for OARDX and SSSYX.
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Drawdown Indicators
| OARDX | SSSYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.57% | -91.48% | +21.91% |
Max Drawdown (1Y)Largest decline over 1 year | -10.97% | -12.10% | +1.13% |
Max Drawdown (5Y)Largest decline over 5 years | -23.45% | -24.49% | +1.04% |
Max Drawdown (10Y)Largest decline over 10 years | -36.69% | -91.48% | +54.79% |
Current DrawdownCurrent decline from peak | -9.60% | -8.88% | -0.72% |
Average DrawdownAverage peak-to-trough decline | -16.52% | -4.20% | -12.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.50% | 2.49% | +1.01% |
Volatility
OARDX vs. SSSYX - Volatility Comparison
The current volatility for Invesco Rising Dividends Fund (OARDX) is 3.54%, while State Street Equity 500 Index Fund Class K (SSSYX) has a volatility of 4.24%. This indicates that OARDX 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
| OARDX | SSSYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.54% | 4.24% | -0.70% |
Volatility (6M)Calculated over the trailing 6-month period | 7.98% | 9.08% | -1.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.42% | 18.10% | -1.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.77% | 16.85% | -0.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.18% | 124.43% | -106.25% |