RSDGX vs. SSMHX
RSDGX (Victory RS Select Growth Fund) and SSMHX (State Street Small/Mid Cap Equity Index Portfolio) are both Mid Cap Growth Equities funds. Over the past 10 years, RSDGX returned 9.21%/yr vs 11.42%/yr for SSMHX. Their correlation of 0.91 means they have usually moved in the same direction. RSDGX charges 1.40%/yr vs 0.02%/yr for SSMHX.
Performance
RSDGX vs. SSMHX - Performance Comparison
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Returns By Period
In the year-to-date period, RSDGX achieves a 11.06% return, which is significantly lower than SSMHX's 13.90% return. Over the past 10 years, RSDGX has underperformed SSMHX with an annualized return of 9.21%, while SSMHX has yielded a comparatively higher 11.42% annualized return.
RSDGX
- 1D
- 3.20%
- 1M
- -6.79%
- 6M
- 6.79%
- YTD
- 11.06%
- 1Y
- 23.49%
- 3Y*
- 13.85%
- 5Y*
- 2.75%
- 10Y*
- 9.21%
- ALL TIME*
- 9.74%
SSMHX
- 1D
- 1.49%
- 1M
- -2.41%
- 6M
- 11.18%
- YTD
- 13.90%
- 1Y
- 24.63%
- 3Y*
- 14.32%
- 5Y*
- 5.84%
- 10Y*
- 11.42%
- ALL TIME*
- 10.38%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
RSDGX vs. SSMHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RSDGX Victory RS Select Growth Fund | 11.06% | 7.07% | 23.42% | 18.63% | -32.44% | 5.90% | 33.25% | 32.26% | -7.83% | 17.09% |
SSMHX State Street Small/Mid Cap Equity Index Portfolio | 13.90% | 12.90% | 10.73% | 25.21% | -25.43% | 13.08% | 32.46% | 28.00% | -9.21% | 18.26% |
Correlation
The correlation between RSDGX and SSMHX is 0.91, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.91 |
Correlation (3Y) Balances recent behavior with more history. | 0.90 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.92 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.91 |
Correlation (All Time) Calculated using the full available price history since Aug 17, 2015 | 0.91 |
The correlation between RSDGX and SSMHX has been stable across timeframes, ranging from 0.90 to 0.92 - a consistent structural relationship.
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Return for Risk
RSDGX vs. SSMHX — Risk / Return Rank
RSDGX
SSMHX
RSDGX vs. SSMHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory RS Select Growth Fund (RSDGX) and State Street Small/Mid Cap Equity Index Portfolio (SSMHX). 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.
| RSDGX | SSMHX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.31 | ||
| Sortino ratioReturn per unit of downside risk | -0.42 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.22 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 1.60 | 2.15 | -0.55 |
| Martin ratioReturn relative to average drawdown | 5.66 | 7.52 | -1.86 |
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Drawdowns
RSDGX vs. SSMHX - Drawdown Comparison
The maximum RSDGX drawdown since its inception was -74.21%, which is greater than SSMHX's maximum drawdown of -41.61%. Use the drawdown chart below to compare losses from any high point for RSDGX and SSMHX.
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Drawdown Indicators
| RSDGX | SSMHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.21% | -41.61% | -32.60% |
Max Drawdown (1Y)Largest decline over 1 year | -12.65% | -10.03% | -2.62% |
Max Drawdown (3Y)Largest decline over 3 years | -28.82% | -30.38% | +1.56% |
Max Drawdown (5Y)Largest decline over 5 years | -50.14% | -34.84% | -15.30% |
Max Drawdown (10Y)Largest decline over 10 years | -50.14% | -41.61% | -8.53% |
Current DrawdownCurrent decline from peak | -9.34% | -3.40% | -5.94% |
Average DrawdownAverage peak-to-trough decline | -28.03% | -9.04% | -18.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.58% | 2.87% | +0.71% |
Volatility
RSDGX vs. SSMHX - Volatility Comparison
Victory RS Select Growth Fund (RSDGX) has a higher volatility of 7.31% compared to State Street Small/Mid Cap Equity Index Portfolio (SSMHX) at 3.93%. This indicates that RSDGX's price experiences larger fluctuations and is considered to be riskier than SSMHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RSDGX | SSMHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.31% | 3.93% | +3.38% |
Volatility (6M)Calculated over the trailing 6-month period | 18.60% | 13.24% | +5.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.05% | 17.53% | +4.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.79% | 22.48% | +7.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.30% | 22.37% | +3.93% |
RSDGX vs. SSMHX - Expense Ratio Comparison
RSDGX has a 1.40% expense ratio, which is higher than SSMHX's 0.02% expense ratio.
Dividends
RSDGX vs. SSMHX - Dividend Comparison
RSDGX's dividend yield for the trailing twelve months is around 12.18%, more than SSMHX's 6.25% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSDGX Victory RS Select Growth Fund | 12.18% | 13.53% | 0.00% | 0.00% | 38.07% | 28.89% | 17.43% | 13.19% | 46.71% | 14.65% | 3.30% | 9.40% |
SSMHX State Street Small/Mid Cap Equity Index Portfolio | 6.25% | 7.12% | 0.00% | 1.56% | 2.31% | 16.30% | 2.91% | 3.65% | 6.43% | 4.01% | 1.71% | 0.73% |
Frequently Asked Questions
With a correlation of 0.91, RSDGX and SSMHX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
RSDGX has higher volatility (7.31%) compared to SSMHX (3.93%). In terms of maximum drawdown, RSDGX dropped -74.21% vs SSMHX's -41.61%.
SSMHX currently has the higher Sharpe Ratio (1.23 vs 0.92), 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.
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