SSHQX vs. RERGX
Compare and contrast key facts about State Street Hedged International Developed Equity Index Fund (SSHQX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
SSHQX is managed by State Street Global Advisors. It was launched on May 29, 2015. RERGX is managed by American Funds.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SSHQX or RERGX.
Correlation
The correlation between SSHQX and RERGX is 0.72, 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.
Performance
SSHQX vs. RERGX - Performance Comparison
Loading data...
Key characteristics
SSHQX:
0.45
RERGX:
0.00
SSHQX:
0.72
RERGX:
0.10
SSHQX:
1.11
RERGX:
1.01
SSHQX:
0.53
RERGX:
-0.01
SSHQX:
2.21
RERGX:
-0.03
SSHQX:
3.33%
RERGX:
5.97%
SSHQX:
16.03%
RERGX:
17.15%
SSHQX:
-31.95%
RERGX:
-40.72%
SSHQX:
-2.13%
RERGX:
-17.17%
Returns By Period
In the year-to-date period, SSHQX achieves a 5.28% return, which is significantly lower than RERGX's 7.89% return.
SSHQX
5.28%
10.35%
5.75%
6.42%
10.67%
N/A
RERGX
7.89%
11.70%
0.13%
-0.36%
5.63%
2.68%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SSHQX vs. RERGX - Expense Ratio Comparison
SSHQX has a 0.20% expense ratio, which is lower than RERGX's 0.46% expense ratio.
Risk-Adjusted Performance
SSHQX vs. RERGX — Risk-Adjusted Performance Rank
SSHQX
RERGX
SSHQX vs. RERGX - Risk-Adjusted Performance 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-6 (RERGX). 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.
Loading data...
Dividends
SSHQX vs. RERGX - Dividend Comparison
SSHQX's dividend yield for the trailing twelve months is around 2.96%, less than RERGX's 6.56% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSHQX State Street Hedged International Developed Equity Index Fund | 2.96% | 3.11% | 3.77% | 3.38% | 2.93% | 2.03% | 3.08% | 5.69% | 0.00% | 2.16% | 0.63% | 0.00% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 6.56% | 7.08% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 6.77% | 4.99% | 1.64% | 3.43% | 1.75% |
Drawdowns
SSHQX vs. RERGX - Drawdown Comparison
The maximum SSHQX drawdown since its inception was -31.95%, smaller than the maximum RERGX drawdown of -40.72%. Use the drawdown chart below to compare losses from any high point for SSHQX and RERGX. For additional features, visit the drawdowns tool.
Loading data...
Volatility
SSHQX vs. RERGX - Volatility Comparison
State Street Hedged International Developed Equity Index Fund (SSHQX) has a higher volatility of 5.82% compared to American Funds EuroPacific Growth Fund Class R-6 (RERGX) at 3.80%. This indicates that SSHQX's price experiences larger fluctuations and is considered to be riskier than RERGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...