SSMKX vs. RSINX
Compare and contrast key facts about State Street Small/Mid Cap Equity Index Fund (SSMKX) and Victory RS Investors Fund (RSINX).
SSMKX is managed by State Street. It was launched on Aug 12, 2015. RSINX is managed by Victory. It was launched on Nov 15, 2005.
Performance
SSMKX vs. RSINX - Performance Comparison
Loading graphics...
SSMKX vs. RSINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SSMKX State Street Small/Mid Cap Equity Index Fund | 0.02% | 12.77% | 17.20% | 25.20% | -25.49% | 12.38% | 32.41% | 27.82% | -9.02% | 18.16% |
RSINX Victory RS Investors Fund | 0.61% | 6.39% | 20.81% | 13.18% | -2.02% | 25.73% | -1.68% | 28.02% | -9.55% | 16.36% |
Returns By Period
In the year-to-date period, SSMKX achieves a 0.02% return, which is significantly lower than RSINX's 0.61% return. Over the past 10 years, SSMKX has outperformed RSINX with an annualized return of 11.49%, while RSINX has yielded a comparatively lower 10.12% annualized return.
SSMKX
- 1D
- 0.51%
- 1M
- -3.43%
- YTD
- 0.02%
- 6M
- -0.66%
- 1Y
- 29.13%
- 3Y*
- 16.15%
- 5Y*
- 4.89%
- 10Y*
- 11.49%
RSINX
- 1D
- 0.36%
- 1M
- -4.27%
- YTD
- 0.61%
- 6M
- 2.97%
- 1Y
- 10.52%
- 3Y*
- 12.46%
- 5Y*
- 9.73%
- 10Y*
- 10.12%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SSMKX vs. RSINX - Expense Ratio Comparison
SSMKX has a 0.05% expense ratio, which is lower than RSINX's 1.33% expense ratio.
Return for Risk
SSMKX vs. RSINX — Risk / Return Rank
SSMKX
RSINX
SSMKX vs. RSINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Small/Mid Cap Equity Index Fund (SSMKX) and Victory RS Investors Fund (RSINX). 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.
| SSMKX | RSINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.39 | +0.52 |
Sortino ratioReturn per unit of downside risk | 1.40 | 0.65 | +0.75 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.09 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.55 | 0.58 | +0.97 |
Martin ratioReturn relative to average drawdown | 6.44 | 2.18 | +4.26 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SSMKX | RSINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.39 | +0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.51 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.53 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.38 | +0.12 |
Correlation
The correlation between SSMKX and RSINX 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
SSMKX vs. RSINX - Dividend Comparison
SSMKX's dividend yield for the trailing twelve months is around 5.10%, more than RSINX's 4.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
SSMKX State Street Small/Mid Cap Equity Index Fund | 5.10% | 5.10% | 2.12% | 2.56% | 17.09% | 9.69% | 1.47% | 5.75% | 3.68% | 5.52% | 1.30% |
RSINX Victory RS Investors Fund | 4.43% | 4.46% | 10.21% | 0.77% | 4.03% | 15.89% | 0.30% | 4.32% | 17.89% | 14.37% | 0.00% |
Drawdowns
SSMKX vs. RSINX - Drawdown Comparison
The maximum SSMKX drawdown since its inception was -41.65%, smaller than the maximum RSINX drawdown of -66.11%. Use the drawdown chart below to compare losses from any high point for SSMKX and RSINX.
Loading graphics...
Drawdown Indicators
| SSMKX | RSINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.65% | -66.11% | +24.46% |
Max Drawdown (1Y)Largest decline over 1 year | -10.03% | -8.64% | -1.39% |
Max Drawdown (5Y)Largest decline over 5 years | -35.19% | -23.08% | -12.11% |
Max Drawdown (10Y)Largest decline over 10 years | -41.65% | -40.86% | -0.79% |
Current DrawdownCurrent decline from peak | -5.82% | -6.32% | +0.50% |
Average DrawdownAverage peak-to-trough decline | -8.81% | -10.64% | +1.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.49% | 3.11% | +0.38% |
Volatility
SSMKX vs. RSINX - Volatility Comparison
State Street Small/Mid Cap Equity Index Fund (SSMKX) has a higher volatility of 6.82% compared to Victory RS Investors Fund (RSINX) at 3.70%. This indicates that SSMKX's price experiences larger fluctuations and is considered to be riskier than RSINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SSMKX | RSINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.82% | 3.70% | +3.12% |
Volatility (6M)Calculated over the trailing 6-month period | 13.24% | 9.24% | +4.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.65% | 15.84% | +6.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.25% | 19.17% | +3.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.22% | 19.10% | +3.12% |