QDISX vs. SSGLX
Compare and contrast key facts about Fisher Investments Institutional Group Stock Fund for Retirement Plans (QDISX) and State Street Global All Cap Equity ex-U.S. Index Fund Class K (SSGLX).
QDISX is managed by T. Rowe Price. It was launched on Dec 12, 2019. SSGLX is a passively managed fund by State Street that tracks the performance of the MSCI ACWI ex USA Investable Market Index. It was launched on Sep 17, 2014.
Performance
QDISX vs. SSGLX - Performance Comparison
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QDISX vs. SSGLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
QDISX Fisher Investments Institutional Group Stock Fund for Retirement Plans | -0.11% | 25.34% | 22.02% | 36.03% | -24.15% | 20.28% | 27.76% | 1.00% |
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% | 1.51% |
Returns By Period
In the year-to-date period, QDISX achieves a -0.11% return, which is significantly lower than SSGLX's 1.29% return.
QDISX
- 1D
- 1.61%
- 1M
- -2.22%
- YTD
- -0.11%
- 6M
- 3.68%
- 1Y
- 27.30%
- 3Y*
- 21.94%
- 5Y*
- 12.39%
- 10Y*
- —
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%
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QDISX vs. SSGLX - Expense Ratio Comparison
QDISX has a 0.00% expense ratio, which is lower than SSGLX's 0.07% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
QDISX vs. SSGLX — Risk / Return Rank
QDISX
SSGLX
QDISX vs. SSGLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fisher Investments Institutional Group Stock Fund for Retirement Plans (QDISX) 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.
| QDISX | SSGLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.67 | 1.76 | -0.09 |
Sortino ratioReturn per unit of downside risk | 2.32 | 2.37 | -0.05 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.36 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.27 | 2.35 | -0.08 |
Martin ratioReturn relative to average drawdown | 9.68 | 9.17 | +0.51 |
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
| QDISX | SSGLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.67 | 1.76 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.49 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.55 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.38 | +0.34 |
Correlation
The correlation between QDISX and SSGLX is 0.81, 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
QDISX vs. SSGLX - Dividend Comparison
QDISX's dividend yield for the trailing twelve months is around 12.69%, more than SSGLX's 4.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QDISX Fisher Investments Institutional Group Stock Fund for Retirement Plans | 12.69% | 12.68% | 4.04% | 5.53% | 1.88% | 1.14% | 1.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
QDISX vs. SSGLX - Drawdown Comparison
The maximum QDISX drawdown since its inception was -33.97%, smaller than the maximum SSGLX drawdown of -35.88%. Use the drawdown chart below to compare losses from any high point for QDISX and SSGLX.
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Drawdown Indicators
| QDISX | SSGLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.97% | -35.88% | +1.91% |
Max Drawdown (1Y)Largest decline over 1 year | -9.97% | -11.22% | +1.25% |
Max Drawdown (5Y)Largest decline over 5 years | -33.97% | -30.08% | -3.89% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.88% | — |
Current DrawdownCurrent decline from peak | -6.25% | -9.15% | +2.90% |
Average DrawdownAverage peak-to-trough decline | -7.16% | -8.32% | +1.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.96% | 2.87% | +0.09% |
Volatility
QDISX vs. SSGLX - Volatility Comparison
The current volatility for Fisher Investments Institutional Group Stock Fund for Retirement Plans (QDISX) is 5.55%, while State Street Global All Cap Equity ex-U.S. Index Fund Class K (SSGLX) has a volatility of 6.71%. This indicates that QDISX experiences smaller price fluctuations and is considered to be less risky 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
| QDISX | SSGLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.55% | 6.71% | -1.16% |
Volatility (6M)Calculated over the trailing 6-month period | 9.52% | 10.18% | -0.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.86% | 15.57% | +1.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.55% | 14.51% | +4.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.30% | 16.15% | +5.15% |