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SSAIX vs. SSGVX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SSAIX vs. SSGVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in State Street International Stock Selection Fund (SSAIX) and State Street Global All Cap Equity ex-U.S.Index Portfolio (SSGVX). The values are adjusted to include any dividend payments, if applicable.

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SSAIX vs. SSGVX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SSAIX
State Street International Stock Selection Fund
2.65%31.50%7.90%17.53%-13.60%12.77%2.88%16.78%-17.69%22.21%
SSGVX
State Street Global All Cap Equity ex-U.S.Index Portfolio
1.29%32.69%5.01%15.71%-16.42%8.42%1,010.40%21.71%-14.01%27.18%

Returns By Period

In the year-to-date period, SSAIX achieves a 2.65% return, which is significantly higher than SSGVX's 1.29% return. Over the past 10 years, SSAIX has underperformed SSGVX with an annualized return of 7.86%, while SSGVX has yielded a comparatively higher 37.01% annualized return.


SSAIX

1D
2.44%
1M
-6.67%
YTD
2.65%
6M
1.24%
1Y
23.63%
3Y*
16.64%
5Y*
9.35%
10Y*
7.86%

SSGVX

1D
1.93%
1M
-7.37%
YTD
1.29%
6M
5.30%
1Y
26.86%
3Y*
15.17%
5Y*
7.10%
10Y*
37.01%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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SSAIX vs. SSGVX - Expense Ratio Comparison

SSAIX has a 1.00% expense ratio, which is higher than SSGVX's 0.05% expense ratio.


Return for Risk

SSAIX vs. SSGVX — Risk / Return Rank

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

SSAIX
SSAIX Risk / Return Rank: 7777
Overall Rank
SSAIX Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
SSAIX Sortino Ratio Rank: 6767
Sortino Ratio Rank
SSAIX Omega Ratio Rank: 7979
Omega Ratio Rank
SSAIX Calmar Ratio Rank: 8686
Calmar Ratio Rank
SSAIX Martin Ratio Rank: 8080
Martin Ratio Rank

SSGVX
SSGVX Risk / Return Rank: 8787
Overall Rank
SSGVX Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
SSGVX Sortino Ratio Rank: 8686
Sortino Ratio Rank
SSGVX Omega Ratio Rank: 8686
Omega Ratio Rank
SSGVX Calmar Ratio Rank: 8787
Calmar Ratio Rank
SSGVX Martin Ratio Rank: 8686
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.

SSAIX vs. SSGVX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for State Street International Stock Selection Fund (SSAIX) and State Street Global All Cap Equity ex-U.S.Index Portfolio (SSGVX). 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.


SSAIXSSGVXDifference

Sharpe ratio

Return per unit of total volatility

1.43

1.77

-0.34

Sortino ratio

Return per unit of downside risk

1.79

2.38

-0.59

Omega ratio

Gain probability vs. loss probability

1.32

1.37

-0.05

Calmar ratio

Return relative to maximum drawdown

2.32

2.35

-0.03

Martin ratio

Return relative to average drawdown

8.41

9.19

-0.78

SSAIX vs. SSGVX - Sharpe Ratio Comparison

The current SSAIX Sharpe Ratio is 1.43, which is comparable to the SSGVX Sharpe Ratio of 1.77. The chart below compares the historical Sharpe Ratios of SSAIX and SSGVX, 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


SSAIXSSGVXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.43

1.77

-0.34

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.58

0.49

+0.10

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.47

0.13

+0.34

Sharpe Ratio (All Time)

Calculated using the full available price history

0.27

0.11

+0.15

Correlation

The correlation between SSAIX and SSGVX is 0.86, 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

SSAIX vs. SSGVX - Dividend Comparison

SSAIX has not paid dividends to shareholders, while SSGVX's dividend yield for the trailing twelve months is around 3.29%.


TTM20252024202320222021202020192018201720162015
SSAIX
State Street International Stock Selection Fund
0.00%0.00%3.64%5.68%3.47%4.55%1.88%3.34%5.99%3.63%2.74%2.55%
SSGVX
State Street Global All Cap Equity ex-U.S.Index Portfolio
3.29%3.33%3.09%2.96%2.35%2.58%1.66%2.96%3.02%2.77%1.56%2.16%

Drawdowns

SSAIX vs. SSGVX - Drawdown Comparison

The maximum SSAIX drawdown since its inception was -61.30%, which is greater than SSGVX's maximum drawdown of -35.79%. Use the drawdown chart below to compare losses from any high point for SSAIX and SSGVX.


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Drawdown Indicators


SSAIXSSGVXDifference

Max Drawdown

Largest peak-to-trough decline

-61.30%

-35.79%

-25.51%

Max Drawdown (1Y)

Largest decline over 1 year

-10.98%

-11.22%

+0.24%

Max Drawdown (5Y)

Largest decline over 5 years

-29.25%

-30.03%

+0.78%

Max Drawdown (10Y)

Largest decline over 10 years

-41.34%

-35.79%

-5.55%

Current Drawdown

Current decline from peak

-8.81%

-9.15%

+0.34%

Average Drawdown

Average peak-to-trough decline

-15.88%

-7.83%

-8.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.59%

2.87%

+0.72%

Volatility

SSAIX vs. SSGVX - Volatility Comparison

State Street International Stock Selection Fund (SSAIX) and State Street Global All Cap Equity ex-U.S.Index Portfolio (SSGVX) have volatilities of 6.61% and 6.71%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SSAIXSSGVXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.61%

6.71%

-0.10%

Volatility (6M)

Calculated over the trailing 6-month period

14.44%

10.17%

+4.27%

Volatility (1Y)

Calculated over the trailing 1-year period

20.93%

15.56%

+5.37%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.70%

14.58%

+2.12%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.99%

282.23%

-265.24%