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SSGVX vs. VXUS
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SSGVX vs. VXUS - 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 Portfolio (SSGVX) and Vanguard Total International Stock ETF (VXUS). The values are adjusted to include any dividend payments, if applicable.

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SSGVX vs. VXUS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SSGVX
State Street Global All Cap Equity ex-U.S.Index Portfolio
-0.63%32.69%5.01%15.71%-16.42%8.42%1,010.40%21.71%-14.01%27.18%
VXUS
Vanguard Total International Stock ETF
2.32%32.35%5.08%15.86%-16.08%8.98%10.66%21.75%-14.43%27.46%

Returns By Period

In the year-to-date period, SSGVX achieves a -0.63% return, which is significantly lower than VXUS's 2.32% return. Over the past 10 years, SSGVX has outperformed VXUS with an annualized return of 36.75%, while VXUS has yielded a comparatively lower 8.91% annualized return.


SSGVX

1D
0.39%
1M
-10.87%
YTD
-0.63%
6M
4.13%
1Y
24.93%
3Y*
14.44%
5Y*
6.96%
10Y*
36.75%

VXUS

1D
3.32%
1M
-7.90%
YTD
2.32%
6M
7.01%
1Y
28.12%
3Y*
15.50%
5Y*
7.32%
10Y*
8.91%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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SSGVX vs. VXUS - Expense Ratio Comparison

Both SSGVX and VXUS have an expense ratio of 0.05%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


Return for Risk

SSGVX vs. VXUS — Risk / Return Rank

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

SSGVX
SSGVX Risk / Return Rank: 8282
Overall Rank
SSGVX Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
SSGVX Sortino Ratio Rank: 8383
Sortino Ratio Rank
SSGVX Omega Ratio Rank: 8282
Omega Ratio Rank
SSGVX Calmar Ratio Rank: 8383
Calmar Ratio Rank
SSGVX Martin Ratio Rank: 8080
Martin Ratio Rank

VXUS
VXUS Risk / Return Rank: 8686
Overall Rank
VXUS Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
VXUS Sortino Ratio Rank: 8787
Sortino Ratio Rank
VXUS Omega Ratio Rank: 8787
Omega Ratio Rank
VXUS Calmar Ratio Rank: 8686
Calmar Ratio Rank
VXUS Martin Ratio Rank: 8585
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.

SSGVX vs. VXUS - 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 Portfolio (SSGVX) and Vanguard Total International Stock ETF (VXUS). 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.


SSGVXVXUSDifference

Sharpe ratio

Return per unit of total volatility

1.56

1.64

-0.08

Sortino ratio

Return per unit of downside risk

2.12

2.26

-0.13

Omega ratio

Gain probability vs. loss probability

1.32

1.34

-0.01

Calmar ratio

Return relative to maximum drawdown

2.00

2.42

-0.42

Martin ratio

Return relative to average drawdown

7.92

9.37

-1.46

SSGVX vs. VXUS - Sharpe Ratio Comparison

The current SSGVX Sharpe Ratio is 1.56, which is comparable to the VXUS Sharpe Ratio of 1.64. The chart below compares the historical Sharpe Ratios of SSGVX and VXUS, 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


SSGVXVXUSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.56

1.64

-0.08

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.48

0.47

+0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.13

0.52

-0.39

Sharpe Ratio (All Time)

Calculated using the full available price history

0.11

0.35

-0.24

Correlation

The correlation between SSGVX and VXUS is 0.89, 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

SSGVX vs. VXUS - Dividend Comparison

SSGVX's dividend yield for the trailing twelve months is around 3.35%, more than VXUS's 2.97% yield.


TTM20252024202320222021202020192018201720162015
SSGVX
State Street Global All Cap Equity ex-U.S.Index Portfolio
3.35%3.33%3.09%2.96%2.35%2.58%1.66%2.96%3.02%2.77%1.56%2.16%
VXUS
Vanguard Total International Stock ETF
2.97%3.18%3.37%3.24%3.09%3.10%2.14%3.06%3.18%2.73%2.93%2.83%

Drawdowns

SSGVX vs. VXUS - Drawdown Comparison

The maximum SSGVX drawdown since its inception was -35.79%, roughly equal to the maximum VXUS drawdown of -35.97%. Use the drawdown chart below to compare losses from any high point for SSGVX and VXUS.


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Drawdown Indicators


SSGVXVXUSDifference

Max Drawdown

Largest peak-to-trough decline

-35.79%

-35.97%

+0.18%

Max Drawdown (1Y)

Largest decline over 1 year

-11.22%

-11.27%

+0.05%

Max Drawdown (5Y)

Largest decline over 5 years

-30.03%

-29.44%

-0.59%

Max Drawdown (10Y)

Largest decline over 10 years

-35.79%

-35.97%

+0.18%

Current Drawdown

Current decline from peak

-10.87%

-8.33%

-2.54%

Average Drawdown

Average peak-to-trough decline

-7.83%

-8.29%

+0.46%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.84%

2.91%

-0.07%

Volatility

SSGVX vs. VXUS - Volatility Comparison

The current volatility for State Street Global All Cap Equity ex-U.S.Index Portfolio (SSGVX) is 6.43%, while Vanguard Total International Stock ETF (VXUS) has a volatility of 8.31%. This indicates that SSGVX experiences smaller price fluctuations and is considered to be less risky than VXUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SSGVXVXUSDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.43%

8.31%

-1.88%

Volatility (6M)

Calculated over the trailing 6-month period

10.02%

11.50%

-1.48%

Volatility (1Y)

Calculated over the trailing 1-year period

15.49%

17.19%

-1.70%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.55%

15.82%

-1.27%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

282.23%

17.09%

+265.14%