SOAVX vs. SSSYX
Compare and contrast key facts about Spirit of America Large Cap Value Fund (SOAVX) and State Street Equity 500 Index Fund Class K (SSSYX).
SOAVX is managed by Spirit of America. It was launched on Aug 1, 2002. 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
SOAVX vs. SSSYX - Performance Comparison
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SOAVX vs. SSSYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SOAVX Spirit of America Large Cap Value Fund | -5.44% | 17.76% | 33.24% | 25.72% | -17.65% | 29.26% | 15.55% | 29.54% | -7.87% | 20.22% |
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, SOAVX achieves a -5.44% return, which is significantly higher than SSSYX's -7.05% return. Both investments have delivered pretty close results over the past 10 years, with SOAVX having a 13.50% annualized return and SSSYX not far ahead at 13.69%.
SOAVX
- 1D
- -0.65%
- 1M
- -6.98%
- YTD
- -5.44%
- 6M
- -4.72%
- 1Y
- 18.74%
- 3Y*
- 20.23%
- 5Y*
- 13.30%
- 10Y*
- 13.50%
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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SOAVX vs. SSSYX - Expense Ratio Comparison
SOAVX has a 1.50% expense ratio, which is higher than SSSYX's 0.02% expense ratio.
Return for Risk
SOAVX vs. SSSYX — Risk / Return Rank
SOAVX
SSSYX
SOAVX vs. SSSYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Spirit of America Large Cap Value Fund (SOAVX) 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.
| SOAVX | SSSYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 0.84 | +0.16 |
Sortino ratioReturn per unit of downside risk | 1.50 | 1.30 | +0.21 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.20 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.38 | 1.06 | +0.32 |
Martin ratioReturn relative to average drawdown | 6.15 | 5.13 | +1.02 |
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
| SOAVX | SSSYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 0.84 | +0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.68 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.11 | +0.63 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.11 | +0.44 |
Correlation
The correlation between SOAVX and SSSYX is 0.97, 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
SOAVX vs. SSSYX - Dividend Comparison
SOAVX's dividend yield for the trailing twelve months is around 9.83%, more than SSSYX's 1.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SOAVX Spirit of America Large Cap Value Fund | 9.83% | 9.29% | 6.42% | 5.31% | 9.80% | 6.68% | 5.72% | 6.21% | 7.56% | 5.56% | 6.31% | 3.20% |
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
SOAVX vs. SSSYX - Drawdown Comparison
The maximum SOAVX drawdown since its inception was -47.48%, smaller than the maximum SSSYX drawdown of -91.48%. Use the drawdown chart below to compare losses from any high point for SOAVX and SSSYX.
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Drawdown Indicators
| SOAVX | SSSYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.48% | -91.48% | +44.00% |
Max Drawdown (1Y)Largest decline over 1 year | -12.46% | -12.10% | -0.36% |
Max Drawdown (5Y)Largest decline over 5 years | -25.31% | -24.49% | -0.82% |
Max Drawdown (10Y)Largest decline over 10 years | -34.22% | -91.48% | +57.26% |
Current DrawdownCurrent decline from peak | -8.63% | -8.88% | +0.25% |
Average DrawdownAverage peak-to-trough decline | -6.27% | -4.20% | -2.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.79% | 2.49% | +0.30% |
Volatility
SOAVX vs. SSSYX - Volatility Comparison
Spirit of America Large Cap Value Fund (SOAVX) has a higher volatility of 4.66% compared to State Street Equity 500 Index Fund Class K (SSSYX) at 4.24%. This indicates that SOAVX'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.
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Volatility by Period
| SOAVX | SSSYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.66% | 4.24% | +0.42% |
Volatility (6M)Calculated over the trailing 6-month period | 10.43% | 9.08% | +1.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.55% | 18.10% | +1.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.54% | 16.85% | +0.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.35% | 124.43% | -106.08% |