SSSFX vs. FDG

In the year-to-date period, SSSFX achieves a -5.32% return, which is significantly lower than FDG's -1.81% return.

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SSSFX has a 1.30% expense ratio, which is higher than FDG's 0.45% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for SouthernSun Small Cap (SSSFX) and American Century Focused Dynamic Growth ETF (FDG). 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.

The current SSSFX Sharpe Ratio is -0.62, which is lower than the FDG Sharpe Ratio of 0.80. The chart below compares the historical Sharpe Ratios of SSSFX and FDG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SSSFX's dividend yield for the trailing twelve months is around 14.72%, while FDG has not paid dividends to shareholders.

The maximum SSSFX drawdown since its inception was -66.47%, which is greater than FDG's maximum drawdown of -43.69%. Use the drawdown chart below to compare losses from any high point for SSSFX and FDG. For additional features, visit the drawdowns tool.

SouthernSun Small Cap (SSSFX) and American Century Focused Dynamic Growth ETF (FDG) have volatilities of 6.80% and 6.57%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.