SSSFX vs. PRGFX

In the year-to-date period, SSSFX achieves a 13.57% return, which is significantly lower than PRGFX's 28.28% return. Over the past 10 years, SSSFX has underperformed PRGFX with an annualized return of 0.58%, while PRGFX has yielded a comparatively higher 6.81% annualized return.

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SSSFX has a 1.30% expense ratio, which is higher than PRGFX's 0.63% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for SouthernSun Small Cap (SSSFX) and T. Rowe Price Growth Stock Fund (PRGFX). 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 0.50, which is lower than the PRGFX Sharpe Ratio of 1.65. The chart below compares the historical Sharpe Ratios of SSSFX and PRGFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither SSSFX nor PRGFX has paid dividends to shareholders.

The maximum SSSFX drawdown since its inception was -66.47%, which is greater than PRGFX's maximum drawdown of -57.19%. Use the drawdown chart below to compare losses from any high point for SSSFX and PRGFX. For additional features, visit the drawdowns tool.

SouthernSun Small Cap (SSSFX) has a higher volatility of 6.35% compared to T. Rowe Price Growth Stock Fund (PRGFX) at 5.13%. This indicates that SSSFX's price experiences larger fluctuations and is considered to be riskier than PRGFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.