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SSGLX vs. VGPMX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SSGLX vs. VGPMX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in State Street Global All Cap Equity ex-U.S. Index Fund Class K (SSGLX) and Vanguard Global Capital Cycles Fund (VGPMX). The values are adjusted to include any dividend payments, if applicable.

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SSGLX vs. VGPMX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SSGLX
State Street Global All Cap Equity ex-U.S. Index Fund Class K
-0.64%32.64%4.98%15.67%-16.44%8.36%11.11%21.52%-14.05%27.12%
VGPMX
Vanguard Global Capital Cycles Fund
4.53%65.96%5.78%10.06%7.34%19.50%17.21%20.67%-32.26%13.75%

Returns By Period

In the year-to-date period, SSGLX achieves a -0.64% return, which is significantly lower than VGPMX's 4.53% return. Over the past 10 years, SSGLX has underperformed VGPMX with an annualized return of 8.58%, while VGPMX has yielded a comparatively higher 12.39% annualized return.


SSGLX

1D
0.39%
1M
-10.87%
YTD
-0.64%
6M
4.10%
1Y
24.88%
3Y*
14.40%
5Y*
6.92%
10Y*
8.58%

VGPMX

1D
-0.02%
1M
-10.69%
YTD
4.53%
6M
17.55%
1Y
57.21%
3Y*
24.25%
5Y*
19.13%
10Y*
12.39%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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SSGLX vs. VGPMX - Expense Ratio Comparison

SSGLX has a 0.07% expense ratio, which is lower than VGPMX's 0.36% expense ratio.


Return for Risk

SSGLX vs. VGPMX — Risk / Return Rank

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

SSGLX
SSGLX Risk / Return Rank: 8181
Overall Rank
SSGLX Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
SSGLX Sortino Ratio Rank: 8282
Sortino Ratio Rank
SSGLX Omega Ratio Rank: 8181
Omega Ratio Rank
SSGLX Calmar Ratio Rank: 8282
Calmar Ratio Rank
SSGLX Martin Ratio Rank: 8080
Martin Ratio Rank

VGPMX
VGPMX Risk / Return Rank: 9797
Overall Rank
VGPMX Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
VGPMX Sortino Ratio Rank: 9696
Sortino Ratio Rank
VGPMX Omega Ratio Rank: 9696
Omega Ratio Rank
VGPMX Calmar Ratio Rank: 9797
Calmar Ratio Rank
VGPMX Martin Ratio Rank: 9797
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.

SSGLX vs. VGPMX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for State Street Global All Cap Equity ex-U.S. Index Fund Class K (SSGLX) and Vanguard Global Capital Cycles Fund (VGPMX). 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.


SSGLXVGPMXDifference

Sharpe ratio

Return per unit of total volatility

1.56

2.94

-1.39

Sortino ratio

Return per unit of downside risk

2.12

3.51

-1.39

Omega ratio

Gain probability vs. loss probability

1.32

1.56

-0.24

Calmar ratio

Return relative to maximum drawdown

2.00

4.24

-2.25

Martin ratio

Return relative to average drawdown

7.90

17.59

-9.69

SSGLX vs. VGPMX - Sharpe Ratio Comparison

The current SSGLX Sharpe Ratio is 1.56, which is lower than the VGPMX Sharpe Ratio of 2.94. The chart below compares the historical Sharpe Ratios of SSGLX and VGPMX, 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


SSGLXVGPMXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.56

2.94

-1.39

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.48

1.12

-0.64

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.53

0.57

-0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.37

0.25

+0.12

Correlation

The correlation between SSGLX and VGPMX is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

SSGLX vs. VGPMX - Dividend Comparison

SSGLX's dividend yield for the trailing twelve months is around 4.44%, more than VGPMX's 3.73% yield.


TTM20252024202320222021202020192018201720162015
SSGLX
State Street Global All Cap Equity ex-U.S. Index Fund Class K
4.44%4.41%4.46%2.98%2.85%4.20%1.72%4.80%8.32%3.98%1.52%2.09%
VGPMX
Vanguard Global Capital Cycles Fund
3.73%2.59%2.68%3.22%3.27%3.26%2.03%2.39%3.02%0.02%1.72%2.32%

Drawdowns

SSGLX vs. VGPMX - Drawdown Comparison

The maximum SSGLX drawdown since its inception was -35.88%, smaller than the maximum VGPMX drawdown of -78.85%. Use the drawdown chart below to compare losses from any high point for SSGLX and VGPMX.


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Drawdown Indicators


SSGLXVGPMXDifference

Max Drawdown

Largest peak-to-trough decline

-35.88%

-78.85%

+42.97%

Max Drawdown (1Y)

Largest decline over 1 year

-11.22%

-12.80%

+1.58%

Max Drawdown (5Y)

Largest decline over 5 years

-30.08%

-22.71%

-7.37%

Max Drawdown (10Y)

Largest decline over 10 years

-35.88%

-54.59%

+18.71%

Current Drawdown

Current decline from peak

-10.87%

-10.73%

-0.14%

Average Drawdown

Average peak-to-trough decline

-8.32%

-34.69%

+26.37%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.84%

3.09%

-0.25%

Volatility

SSGLX vs. VGPMX - Volatility Comparison

The current volatility for State Street Global All Cap Equity ex-U.S. Index Fund Class K (SSGLX) is 6.44%, while Vanguard Global Capital Cycles Fund (VGPMX) has a volatility of 7.56%. This indicates that SSGLX experiences smaller price fluctuations and is considered to be less risky than VGPMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SSGLXVGPMXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.44%

7.56%

-1.12%

Volatility (6M)

Calculated over the trailing 6-month period

10.02%

13.14%

-3.12%

Volatility (1Y)

Calculated over the trailing 1-year period

15.49%

19.28%

-3.79%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.49%

17.15%

-2.66%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.15%

21.65%

-5.50%