SSHQX vs. AIVSX
Compare and contrast key facts about State Street Hedged International Developed Equity Index Fund (SSHQX) and American Funds Investment Company of America Class A (AIVSX).
SSHQX is managed by State Street. It was launched on May 29, 2015. AIVSX is managed by American Funds. It was launched on Jan 1, 1934.
Performance
SSHQX vs. AIVSX - Performance Comparison
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SSHQX vs. AIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SSHQX State Street Hedged International Developed Equity Index Fund | 2.41% | 23.42% | 13.71% | 19.74% | -4.73% | 19.32% | -89.75% | 24.83% | -9.27% | 16.85% |
AIVSX American Funds Investment Company of America Class A | -4.87% | 20.47% | 24.90% | 28.56% | -15.50% | 25.10% | 14.47% | 24.10% | -8.21% | 19.54% |
Returns By Period
In the year-to-date period, SSHQX achieves a 2.41% return, which is significantly higher than AIVSX's -4.87% return. Over the past 10 years, SSHQX has underperformed AIVSX with an annualized return of -11.24%, while AIVSX has yielded a comparatively higher 12.88% annualized return.
SSHQX
- 1D
- 1.89%
- 1M
- -4.81%
- YTD
- 2.41%
- 6M
- 8.34%
- 1Y
- 21.02%
- 3Y*
- 16.59%
- 5Y*
- 12.47%
- 10Y*
- -11.24%
AIVSX
- 1D
- 3.05%
- 1M
- -5.90%
- YTD
- -4.87%
- 6M
- -3.21%
- 1Y
- 17.66%
- 3Y*
- 20.05%
- 5Y*
- 12.46%
- 10Y*
- 12.88%
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SSHQX vs. AIVSX - Expense Ratio Comparison
SSHQX has a 0.20% expense ratio, which is lower than AIVSX's 0.57% expense ratio.
Return for Risk
SSHQX vs. AIVSX — Risk / Return Rank
SSHQX
AIVSX
SSHQX vs. AIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Hedged International Developed Equity Index Fund (SSHQX) and American Funds Investment Company of America Class A (AIVSX). 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.
| SSHQX | AIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 1.04 | +0.32 |
Sortino ratioReturn per unit of downside risk | 1.89 | 1.59 | +0.30 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.23 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.77 | 1.72 | +0.05 |
Martin ratioReturn relative to average drawdown | 7.39 | 7.16 | +0.23 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SSHQX | AIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 1.04 | +0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.94 | 0.78 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.35 | 0.78 | -1.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.36 | 0.67 | -1.03 |
Correlation
The correlation between SSHQX and AIVSX is 0.73, 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
SSHQX vs. AIVSX - Dividend Comparison
SSHQX's dividend yield for the trailing twelve months is around 3.52%, less than AIVSX's 11.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSHQX State Street Hedged International Developed Equity Index Fund | 3.52% | 3.60% | 3.11% | 3.77% | 22.27% | 2.93% | 2.03% | 5.14% | 7.33% | 3.12% | 4.30% | 0.00% |
AIVSX American Funds Investment Company of America Class A | 11.17% | 10.60% | 9.29% | 4.96% | 6.12% | 6.94% | 1.65% | 6.15% | 9.61% | 7.08% | 5.48% | 8.95% |
Drawdowns
SSHQX vs. AIVSX - Drawdown Comparison
The maximum SSHQX drawdown since its inception was -92.12%, which is greater than AIVSX's maximum drawdown of -50.90%. Use the drawdown chart below to compare losses from any high point for SSHQX and AIVSX.
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Drawdown Indicators
| SSHQX | AIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.12% | -50.90% | -41.22% |
Max Drawdown (1Y)Largest decline over 1 year | -11.15% | -10.76% | -0.39% |
Max Drawdown (5Y)Largest decline over 5 years | -14.79% | -24.31% | +9.52% |
Max Drawdown (10Y)Largest decline over 10 years | -92.12% | -31.09% | -61.03% |
Current DrawdownCurrent decline from peak | -80.46% | -7.34% | -73.12% |
Average DrawdownAverage peak-to-trough decline | -51.83% | -5.93% | -45.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.74% | 2.59% | +0.15% |
Volatility
SSHQX vs. AIVSX - Volatility Comparison
State Street Hedged International Developed Equity Index Fund (SSHQX) has a higher volatility of 6.05% compared to American Funds Investment Company of America Class A (AIVSX) at 5.75%. This indicates that SSHQX's price experiences larger fluctuations and is considered to be riskier than AIVSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SSHQX | AIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.05% | 5.75% | +0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 9.40% | 9.93% | -0.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.69% | 17.56% | -1.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.32% | 15.96% | -2.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.23% | 16.55% | +15.68% |