SSAQX vs. FDGFX

In the year-to-date period, SSAQX achieves a -0.01% return, which is significantly lower than FDGFX's 2.34% return. Over the past 10 years, SSAQX has outperformed FDGFX with an annualized return of 12.83%, while FDGFX has yielded a comparatively lower 10.30% annualized return.

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SSAQX has a 0.16% expense ratio, which is lower than FDGFX's 0.48% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for State Street U.S. Core Equity Fund (SSAQX) and Fidelity Dividend Growth Fund (FDGFX). 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.

The current SSAQX Sharpe Ratio is 0.32, which is lower than the FDGFX Sharpe Ratio of 0.48. The chart below compares the historical Sharpe Ratios of SSAQX and FDGFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SSAQX's dividend yield for the trailing twelve months is around 19.63%, more than FDGFX's 9.52% yield.

The maximum SSAQX drawdown since its inception was -51.68%, smaller than the maximum FDGFX drawdown of -60.65%. Use the drawdown chart below to compare losses from any high point for SSAQX and FDGFX.

State Street U.S. Core Equity Fund (SSAQX) has a higher volatility of 4.77% compared to Fidelity Dividend Growth Fund (FDGFX) at 4.14%. This indicates that SSAQX's price experiences larger fluctuations and is considered to be riskier than FDGFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.