SSAQX vs. PRCOX

In the year-to-date period, SSAQX achieves a -0.01% return, which is significantly lower than PRCOX's 0.51% return. Over the past 10 years, SSAQX has outperformed PRCOX with an annualized return of 12.83%, while PRCOX has yielded a comparatively lower 10.36% annualized return.

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SSAQX has a 0.16% expense ratio, which is lower than PRCOX's 0.42% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for State Street U.S. Core Equity Fund (SSAQX) and T. Rowe Price U.S. Equity Research Fund (PRCOX). 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 PRCOX Sharpe Ratio of 0.64. The chart below compares the historical Sharpe Ratios of SSAQX and PRCOX, 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 PRCOX's 0.64% yield.

The maximum SSAQX drawdown since its inception was -51.68%, smaller than the maximum PRCOX drawdown of -58.69%. Use the drawdown chart below to compare losses from any high point for SSAQX and PRCOX.

State Street U.S. Core Equity Fund (SSAQX) and T. Rowe Price U.S. Equity Research Fund (PRCOX) have volatilities of 4.77% and 4.77%, 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.