SSMHX vs. IMIDX
Compare and contrast key facts about State Street Small/Mid Cap Equity Index Portfolio (SSMHX) and Congress Mid Cap Growth Fund (IMIDX).
SSMHX is managed by State Street. It was launched on Aug 11, 2015. IMIDX is managed by Congress. It was launched on Oct 31, 2012.
Performance
SSMHX vs. IMIDX - Performance Comparison
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Returns By Period
In the year-to-date period, SSMHX achieves a 0.02% return, which is significantly lower than IMIDX's 2.41% return. Both investments have delivered pretty close results over the past 10 years, with SSMHX having a 10.96% annualized return and IMIDX not far ahead at 10.99%.
SSMHX
- 1D
- 0.51%
- 1M
- -2.14%
- YTD
- 0.02%
- 6M
- -0.56%
- 1Y
- 36.56%
- 3Y*
- 14.03%
- 5Y*
- 3.87%
- 10Y*
- 10.96%
IMIDX
- 1D
- -0.36%
- 1M
- -1.76%
- YTD
- 2.41%
- 6M
- -5.18%
- 1Y
- 17.65%
- 3Y*
- 7.91%
- 5Y*
- 3.00%
- 10Y*
- 10.99%
SSMHX vs. IMIDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SSMHX State Street Small/Mid Cap Equity Index Portfolio | 0.02% | 12.90% | 10.73% | 25.21% | -25.43% | 13.08% | 32.46% | 28.00% | -9.21% | 18.26% |
IMIDX Congress Mid Cap Growth Fund | 2.41% | -4.88% | 18.11% | 16.29% | -26.94% | 29.42% | 30.57% | 42.36% | -4.98% | 15.91% |
Correlation
The correlation between SSMHX and IMIDX is 0.89, indicating a strong positive relationship between their price movements. Combining them offers limited diversification — they'll tend to fall together during downturns. For meaningful risk reduction, look for holdings with correlations below 0.5.
SSMHX vs. IMIDX - Expense Ratio Comparison
SSMHX has a 0.02% expense ratio, which is lower than IMIDX's 0.79% expense ratio.
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Return for Risk
SSMHX vs. IMIDX — Risk / Return Rank
SSMHX
IMIDX
SSMHX vs. IMIDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Small/Mid Cap Equity Index Portfolio (SSMHX) and Congress Mid Cap Growth Fund (IMIDX). 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.
| SSMHX | IMIDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.31 | +0.60 |
Sortino ratioReturn per unit of downside risk | 1.41 | 0.61 | +0.80 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.08 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.56 | 0.66 | +0.90 |
Martin ratioReturn relative to average drawdown | 6.49 | 1.70 | +4.79 |
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
| SSMHX | IMIDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.31 | +0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.14 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.53 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.61 | -0.19 |
Drawdowns
SSMHX vs. IMIDX - Drawdown Comparison
The maximum SSMHX drawdown since its inception was -41.61%, which is greater than IMIDX's maximum drawdown of -35.15%. Use the drawdown chart below to compare losses from any high point for SSMHX and IMIDX.
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Drawdown Indicators
| SSMHX | IMIDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.61% | -35.15% | -6.46% |
Max Drawdown (1Y)Largest decline over 1 year | -10.03% | -12.10% | +2.07% |
Max Drawdown (5Y)Largest decline over 5 years | -34.84% | -34.88% | +0.04% |
Max Drawdown (10Y)Largest decline over 10 years | -41.61% | -35.15% | -6.46% |
Current DrawdownCurrent decline from peak | -5.82% | -8.63% | +2.81% |
Average DrawdownAverage peak-to-trough decline | -9.26% | -7.26% | -2.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.48% | 4.72% | -1.24% |
Volatility
SSMHX vs. IMIDX - Volatility Comparison
The current volatility for State Street Small/Mid Cap Equity Index Portfolio (SSMHX) is 6.82%, while Congress Mid Cap Growth Fund (IMIDX) has a volatility of 8.05%. This indicates that SSMHX experiences smaller price fluctuations and is considered to be less risky than IMIDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SSMHX | IMIDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.82% | 8.05% | -1.23% |
Volatility (6M)Calculated over the trailing 6-month period | 13.25% | 14.24% | -0.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.65% | 20.89% | +1.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.41% | 21.19% | +1.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.34% | 20.97% | +1.37% |
Dividends
SSMHX vs. IMIDX - Dividend Comparison
SSMHX's dividend yield for the trailing twelve months is around 7.12%, less than IMIDX's 12.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSMHX State Street Small/Mid Cap Equity Index Portfolio | 7.12% | 7.12% | 0.00% | 1.56% | 2.31% | 16.30% | 2.91% | 3.65% | 6.43% | 4.01% | 1.71% | 0.73% |
IMIDX Congress Mid Cap Growth Fund | 12.96% | 13.27% | 27.75% | 6.27% | 5.80% | 12.29% | 2.06% | 10.80% | 2.99% | 0.04% | 1.11% | 0.80% |