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PGINX vs. SSGLX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

PGINX vs. SSGLX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Impax Global Environmental Markets Fund Institutional Class (PGINX) and State Street Global All Cap Equity ex-U.S. Index Fund Class K (SSGLX). The values are adjusted to include any dividend payments, if applicable.

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PGINX vs. SSGLX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PGINX
Impax Global Environmental Markets Fund Institutional Class
-0.76%14.14%5.15%16.85%-22.39%22.25%26.00%28.18%-14.20%26.80%
SSGLX
State Street Global All Cap Equity ex-U.S. Index Fund Class K
1.29%32.64%4.98%15.67%-16.44%8.36%11.11%21.52%-14.05%27.12%

Returns By Period

In the year-to-date period, PGINX achieves a -0.76% return, which is significantly lower than SSGLX's 1.29% return. Over the past 10 years, PGINX has outperformed SSGLX with an annualized return of 9.70%, while SSGLX has yielded a comparatively lower 8.79% annualized return.


PGINX

1D
3.63%
1M
-6.55%
YTD
-0.76%
6M
-2.65%
1Y
14.79%
3Y*
8.49%
5Y*
4.39%
10Y*
9.70%

SSGLX

1D
1.94%
1M
-7.37%
YTD
1.29%
6M
5.27%
1Y
26.80%
3Y*
15.14%
5Y*
7.06%
10Y*
8.79%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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PGINX vs. SSGLX - Expense Ratio Comparison

PGINX has a 0.90% expense ratio, which is higher than SSGLX's 0.07% expense ratio.


Return for Risk

PGINX vs. SSGLX — Risk / Return Rank

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

PGINX
PGINX Risk / Return Rank: 3838
Overall Rank
PGINX Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
PGINX Sortino Ratio Rank: 3737
Sortino Ratio Rank
PGINX Omega Ratio Rank: 3232
Omega Ratio Rank
PGINX Calmar Ratio Rank: 4848
Calmar Ratio Rank
PGINX Martin Ratio Rank: 4141
Martin Ratio Rank

SSGLX
SSGLX Risk / Return Rank: 8484
Overall Rank
SSGLX Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
SSGLX Sortino Ratio Rank: 8484
Sortino Ratio Rank
SSGLX Omega Ratio Rank: 8484
Omega Ratio Rank
SSGLX Calmar Ratio Rank: 8484
Calmar Ratio Rank
SSGLX Martin Ratio Rank: 8282
Martin Ratio Rank
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.

PGINX vs. SSGLX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Impax Global Environmental Markets Fund Institutional Class (PGINX) and State Street Global All Cap Equity ex-U.S. Index Fund Class K (SSGLX). 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.


PGINXSSGLXDifference

Sharpe ratio

Return per unit of total volatility

0.81

1.76

-0.95

Sortino ratio

Return per unit of downside risk

1.28

2.37

-1.10

Omega ratio

Gain probability vs. loss probability

1.17

1.36

-0.19

Calmar ratio

Return relative to maximum drawdown

1.29

2.35

-1.06

Martin ratio

Return relative to average drawdown

4.52

9.17

-4.65

PGINX vs. SSGLX - Sharpe Ratio Comparison

The current PGINX Sharpe Ratio is 0.81, which is lower than the SSGLX Sharpe Ratio of 1.76. The chart below compares the historical Sharpe Ratios of PGINX and SSGLX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


PGINXSSGLXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.81

1.76

-0.95

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.24

0.49

-0.24

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.54

0.55

-0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.35

0.38

-0.03

Correlation

The correlation between PGINX and SSGLX is 0.79, 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

PGINX vs. SSGLX - Dividend Comparison

PGINX's dividend yield for the trailing twelve months is around 23.89%, more than SSGLX's 4.36% yield.


TTM20252024202320222021202020192018201720162015
PGINX
Impax Global Environmental Markets Fund Institutional Class
23.89%23.71%4.79%0.74%0.65%2.10%0.60%0.86%4.26%3.44%0.75%1.13%
SSGLX
State Street Global All Cap Equity ex-U.S. Index Fund Class K
4.36%4.41%4.46%2.98%2.85%4.20%1.72%4.80%8.32%3.98%1.52%2.09%

Drawdowns

PGINX vs. SSGLX - Drawdown Comparison

The maximum PGINX drawdown since its inception was -52.48%, which is greater than SSGLX's maximum drawdown of -35.88%. Use the drawdown chart below to compare losses from any high point for PGINX and SSGLX.


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Drawdown Indicators


PGINXSSGLXDifference

Max Drawdown

Largest peak-to-trough decline

-52.48%

-35.88%

-16.60%

Max Drawdown (1Y)

Largest decline over 1 year

-11.74%

-11.22%

-0.52%

Max Drawdown (5Y)

Largest decline over 5 years

-33.54%

-30.08%

-3.46%

Max Drawdown (10Y)

Largest decline over 10 years

-33.54%

-35.88%

+2.34%

Current Drawdown

Current decline from peak

-8.28%

-9.15%

+0.87%

Average Drawdown

Average peak-to-trough decline

-9.64%

-8.32%

-1.32%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.35%

2.87%

+0.48%

Volatility

PGINX vs. SSGLX - Volatility Comparison

Impax Global Environmental Markets Fund Institutional Class (PGINX) has a higher volatility of 7.24% compared to State Street Global All Cap Equity ex-U.S. Index Fund Class K (SSGLX) at 6.71%. This indicates that PGINX's price experiences larger fluctuations and is considered to be riskier than SSGLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PGINXSSGLXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.24%

6.71%

+0.53%

Volatility (6M)

Calculated over the trailing 6-month period

11.41%

10.18%

+1.23%

Volatility (1Y)

Calculated over the trailing 1-year period

18.84%

15.57%

+3.27%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.10%

14.51%

+3.59%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.06%

16.15%

+1.91%