SSSFX vs. FDG
Compare and contrast key facts about SouthernSun Small Cap (SSSFX) and American Century Focused Dynamic Growth ETF (FDG).
SSSFX is managed by AMG. It was launched on Oct 1, 2003. FDG is an actively managed fund by American Century Investments. It was launched on Mar 31, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SSSFX or FDG.
Key characteristics
| SSSFX | FDG | |
|---|---|---|
| YTD Return | 7.35% | 35.65% |
| 1Y Return | 27.28% | 59.64% |
| 3Y Return (Ann) | 7.12% | 3.23% |
| Sharpe Ratio | 1.39 | 3.21 |
| Sortino Ratio | 2.12 | 3.96 |
| Omega Ratio | 1.24 | 1.57 |
| Calmar Ratio | 1.40 | 1.90 |
| Martin Ratio | 8.14 | 18.06 |
| Ulcer Index | 3.32% | 3.39% |
| Daily Std Dev | 19.48% | 19.11% |
| Max Drawdown | -66.47% | -43.69% |
| Current Drawdown | -5.88% | -0.01% |
Correlation
The correlation between SSSFX and FDG is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SSSFX vs. FDG - Performance Comparison
In the year-to-date period, SSSFX achieves a 7.35% return, which is significantly lower than FDG's 35.65% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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SSSFX vs. FDG - Expense Ratio Comparison
SSSFX has a 1.30% expense ratio, which is higher than FDG's 0.45% expense ratio.
Risk-Adjusted Performance
SSSFX vs. FDG - Risk-Adjusted Performance Comparison
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.
Dividends
SSSFX vs. FDG - Dividend Comparison
SSSFX's dividend yield for the trailing twelve months is around 12.92%, while FDG has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSSFX SouthernSun Small Cap | 12.92% | 13.87% | 9.40% | 11.51% | 0.23% | 5.29% | 4.77% | 0.00% | 0.00% | 12.69% | 16.93% | 0.05% |
FDG American Century Focused Dynamic Growth ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SSSFX vs. FDG - Drawdown Comparison
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.
Volatility
SSSFX vs. FDG - Volatility Comparison
SouthernSun Small Cap (SSSFX) has a higher volatility of 5.36% compared to American Century Focused Dynamic Growth ETF (FDG) at 3.89%. This indicates that SSSFX's price experiences larger fluctuations and is considered to be riskier than FDG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.