SHRAX vs. SSSYX
Compare and contrast key facts about ClearBridge Aggressive Growth Fund (SHRAX) and State Street Equity 500 Index Fund Class K (SSSYX).
SHRAX is managed by Franklin Templeton. It was launched on Oct 24, 1983. 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
SHRAX vs. SSSYX - Performance Comparison
Loading graphics...
SHRAX vs. SSSYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SHRAX ClearBridge Aggressive Growth Fund | -10.22% | 13.50% | 12.02% | 24.09% | -25.43% | 7.35% | 19.74% | 24.26% | -7.93% | 14.22% |
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
In the year-to-date period, SHRAX achieves a -10.22% return, which is significantly lower than SSSYX's -7.05% return. Over the past 10 years, SHRAX has underperformed SSSYX with an annualized return of 6.76%, while SSSYX has yielded a comparatively higher 13.69% annualized return.
SHRAX
- 1D
- -0.61%
- 1M
- -10.28%
- YTD
- -10.22%
- 6M
- -11.78%
- 1Y
- 10.43%
- 3Y*
- 9.70%
- 5Y*
- 1.40%
- 10Y*
- 6.76%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SHRAX vs. SSSYX - Expense Ratio Comparison
SHRAX has a 1.11% expense ratio, which is higher than SSSYX's 0.02% expense ratio.
Return for Risk
SHRAX vs. SSSYX — Risk / Return Rank
SHRAX
SSSYX
SHRAX vs. SSSYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Aggressive Growth Fund (SHRAX) 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.
| SHRAX | SSSYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.45 | 0.84 | -0.39 |
Sortino ratioReturn per unit of downside risk | 0.80 | 1.30 | -0.50 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.20 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.53 | 1.06 | -0.53 |
Martin ratioReturn relative to average drawdown | 1.70 | 5.13 | -3.44 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SHRAX | SSSYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.45 | 0.84 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.68 | -0.61 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.11 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.11 | +0.34 |
Correlation
The correlation between SHRAX and SSSYX is 0.88, 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
SHRAX vs. SSSYX - Dividend Comparison
SHRAX's dividend yield for the trailing twelve months is around 24.81%, more than SSSYX's 1.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHRAX ClearBridge Aggressive Growth Fund | 24.81% | 22.27% | 20.39% | 13.77% | 15.63% | 26.11% | 18.42% | 12.71% | 18.97% | 5.97% | 4.76% | 4.03% |
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
SHRAX vs. SSSYX - Drawdown Comparison
The maximum SHRAX drawdown since its inception was -57.26%, smaller than the maximum SSSYX drawdown of -91.48%. Use the drawdown chart below to compare losses from any high point for SHRAX and SSSYX.
Loading graphics...
Drawdown Indicators
| SHRAX | SSSYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.26% | -91.48% | +34.22% |
Max Drawdown (1Y)Largest decline over 1 year | -14.59% | -12.10% | -2.49% |
Max Drawdown (5Y)Largest decline over 5 years | -33.77% | -24.49% | -9.28% |
Max Drawdown (10Y)Largest decline over 10 years | -33.77% | -91.48% | +57.71% |
Current DrawdownCurrent decline from peak | -14.59% | -8.88% | -5.71% |
Average DrawdownAverage peak-to-trough decline | -11.29% | -4.20% | -7.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.56% | 2.49% | +2.07% |
Volatility
SHRAX vs. SSSYX - Volatility Comparison
ClearBridge Aggressive Growth Fund (SHRAX) has a higher volatility of 5.92% compared to State Street Equity 500 Index Fund Class K (SSSYX) at 4.24%. This indicates that SHRAX'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.
Loading graphics...
Volatility by Period
| SHRAX | SSSYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.92% | 4.24% | +1.68% |
Volatility (6M)Calculated over the trailing 6-month period | 13.22% | 9.08% | +4.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.89% | 18.10% | +4.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.79% | 16.85% | +3.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.82% | 124.43% | -103.61% |