SSFDX vs. TRLGX
Compare and contrast key facts about State Street Aggregate Bond Index Fund (SSFDX) and T. Rowe Price Large-Cap Growth Fund (TRLGX).
SSFDX is managed by State Street Global Advisors. It was launched on Sep 19, 2014. TRLGX is managed by T. Rowe Price. It was launched on Oct 31, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SSFDX or TRLGX.
Correlation
The correlation between SSFDX and TRLGX is -0.04. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
SSFDX vs. TRLGX - Performance Comparison
Key characteristics
SSFDX:
0.85
TRLGX:
1.14
SSFDX:
1.24
TRLGX:
1.59
SSFDX:
1.15
TRLGX:
1.21
SSFDX:
0.28
TRLGX:
1.55
SSFDX:
2.07
TRLGX:
4.98
SSFDX:
2.12%
TRLGX:
3.81%
SSFDX:
5.17%
TRLGX:
16.67%
SSFDX:
-20.81%
TRLGX:
-56.16%
SSFDX:
-10.84%
TRLGX:
-5.32%
Returns By Period
In the year-to-date period, SSFDX achieves a 1.01% return, which is significantly lower than TRLGX's 3.61% return. Over the past 10 years, SSFDX has underperformed TRLGX with an annualized return of 1.43%, while TRLGX has yielded a comparatively higher 11.44% annualized return.
SSFDX
1.01%
0.72%
-0.79%
4.60%
-0.43%
1.43%
TRLGX
3.61%
1.68%
6.13%
20.29%
12.59%
11.44%
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SSFDX vs. TRLGX - Expense Ratio Comparison
SSFDX has a 0.23% expense ratio, which is lower than TRLGX's 0.55% expense ratio.
Risk-Adjusted Performance
SSFDX vs. TRLGX — Risk-Adjusted Performance Rank
SSFDX
TRLGX
SSFDX vs. TRLGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Aggregate Bond Index Fund (SSFDX) and T. Rowe Price Large-Cap Growth Fund (TRLGX). 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.
Dividends
SSFDX vs. TRLGX - Dividend Comparison
SSFDX's dividend yield for the trailing twelve months is around 3.62%, while TRLGX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSFDX State Street Aggregate Bond Index Fund | 3.62% | 3.59% | 2.95% | 2.26% | 1.69% | 8.09% | 2.77% | 2.80% | 2.34% | 2.14% | 3.18% | 0.51% |
TRLGX T. Rowe Price Large-Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.41% | 0.28% | 0.24% | 0.24% | 0.03% | 0.07% |
Drawdowns
SSFDX vs. TRLGX - Drawdown Comparison
The maximum SSFDX drawdown since its inception was -20.81%, smaller than the maximum TRLGX drawdown of -56.16%. Use the drawdown chart below to compare losses from any high point for SSFDX and TRLGX. For additional features, visit the drawdowns tool.
Volatility
SSFDX vs. TRLGX - Volatility Comparison
The current volatility for State Street Aggregate Bond Index Fund (SSFDX) is 1.35%, while T. Rowe Price Large-Cap Growth Fund (TRLGX) has a volatility of 4.10%. This indicates that SSFDX experiences smaller price fluctuations and is considered to be less risky than TRLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.