SSHQX vs. RERCX
Compare and contrast key facts about State Street Hedged International Developed Equity Index Fund (SSHQX) and American Funds EuroPacific Growth Fund® Class R-3 (RERCX).
SSHQX is managed by State Street. It was launched on May 29, 2015. RERCX is managed by American Funds. It was launched on Apr 16, 1984.
Performance
SSHQX vs. RERCX - Performance Comparison
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SSHQX vs. RERCX - 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% |
RERCX American Funds EuroPacific Growth Fund® Class R-3 | -2.99% | 28.50% | 2.28% | 15.34% | -23.27% | 2.19% | 24.43% | 26.60% | -15.48% | 30.33% |
Returns By Period
In the year-to-date period, SSHQX achieves a 2.41% return, which is significantly higher than RERCX's -2.99% return. Over the past 10 years, SSHQX has underperformed RERCX with an annualized return of -11.24%, while RERCX has yielded a comparatively higher 7.58% 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%
RERCX
- 1D
- 2.74%
- 1M
- -8.24%
- YTD
- -2.99%
- 6M
- 0.62%
- 1Y
- 20.79%
- 3Y*
- 10.26%
- 5Y*
- 2.65%
- 10Y*
- 7.58%
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SSHQX vs. RERCX - Expense Ratio Comparison
SSHQX has a 0.20% expense ratio, which is lower than RERCX's 1.11% expense ratio.
Return for Risk
SSHQX vs. RERCX — Risk / Return Rank
SSHQX
RERCX
SSHQX vs. RERCX - 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 EuroPacific Growth Fund® Class R-3 (RERCX). 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 | RERCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 1.33 | +0.03 |
Sortino ratioReturn per unit of downside risk | 1.89 | 1.81 | +0.08 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.26 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.77 | 1.61 | +0.16 |
Martin ratioReturn relative to average drawdown | 7.39 | 6.11 | +1.28 |
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 | RERCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 1.33 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.94 | 0.16 | +0.78 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.35 | 0.45 | -0.80 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.36 | 0.38 | -0.73 |
Correlation
The correlation between SSHQX and RERCX is 0.81, 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. RERCX - Dividend Comparison
SSHQX's dividend yield for the trailing twelve months is around 3.52%, less than RERCX's 14.37% 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% |
RERCX American Funds EuroPacific Growth Fund® Class R-3 | 14.37% | 13.94% | 4.37% | 3.40% | 1.54% | 9.75% | 0.00% | 2.56% | 6.16% | 4.45% | 0.95% | 2.77% |
Drawdowns
SSHQX vs. RERCX - Drawdown Comparison
The maximum SSHQX drawdown since its inception was -92.12%, which is greater than RERCX's maximum drawdown of -54.15%. Use the drawdown chart below to compare losses from any high point for SSHQX and RERCX.
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Drawdown Indicators
| SSHQX | RERCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.12% | -54.15% | -37.97% |
Max Drawdown (1Y)Largest decline over 1 year | -11.15% | -12.56% | +1.41% |
Max Drawdown (5Y)Largest decline over 5 years | -14.79% | -37.73% | +22.94% |
Max Drawdown (10Y)Largest decline over 10 years | -92.12% | -37.73% | -54.39% |
Current DrawdownCurrent decline from peak | -80.46% | -10.17% | -70.29% |
Average DrawdownAverage peak-to-trough decline | -51.83% | -11.57% | -40.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.74% | 3.31% | -0.57% |
Volatility
SSHQX vs. RERCX - Volatility Comparison
The current volatility for State Street Hedged International Developed Equity Index Fund (SSHQX) is 6.05%, while American Funds EuroPacific Growth Fund® Class R-3 (RERCX) has a volatility of 7.26%. This indicates that SSHQX experiences smaller price fluctuations and is considered to be less risky than RERCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SSHQX | RERCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.05% | 7.26% | -1.21% |
Volatility (6M)Calculated over the trailing 6-month period | 9.40% | 11.54% | -2.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.69% | 16.40% | -0.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.32% | 16.48% | -3.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.23% | 16.79% | +15.44% |