SSSYX vs. FNSDX
Compare and contrast key facts about State Street Equity 500 Index Fund Class K (SSSYX) and Fidelity Freedom 2055 Fund Class K (FNSDX).
SSSYX is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Sep 17, 2014. FNSDX is managed by Fidelity. It was launched on Jul 20, 2017.
Performance
SSSYX vs. FNSDX - Performance Comparison
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SSSYX vs. FNSDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SSSYX State Street Equity 500 Index Fund Class K | -4.34% | 17.81% | 24.99% | 26.27% | -18.16% | 28.51% | 18.31% | 31.38% | -4.38% | 8.84% |
FNSDX Fidelity Freedom 2055 Fund Class K | -0.48% | 23.81% | 14.18% | 20.65% | -18.23% | 16.65% | 18.34% | 25.58% | -8.85% | 7.42% |
Returns By Period
In the year-to-date period, SSSYX achieves a -4.34% return, which is significantly lower than FNSDX's -0.48% return.
SSSYX
- 1D
- 2.92%
- 1M
- -5.02%
- YTD
- -4.34%
- 6M
- -2.15%
- 1Y
- 17.29%
- 3Y*
- 18.28%
- 5Y*
- 11.75%
- 10Y*
- 14.02%
FNSDX
- 1D
- 3.09%
- 1M
- -5.80%
- YTD
- -0.48%
- 6M
- 3.00%
- 1Y
- 22.51%
- 3Y*
- 16.59%
- 5Y*
- 8.61%
- 10Y*
- —
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SSSYX vs. FNSDX - Expense Ratio Comparison
SSSYX has a 0.02% expense ratio, which is lower than FNSDX's 0.65% expense ratio.
Return for Risk
SSSYX vs. FNSDX — Risk / Return Rank
SSSYX
FNSDX
SSSYX vs. FNSDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Equity 500 Index Fund Class K (SSSYX) and Fidelity Freedom 2055 Fund Class K (FNSDX). 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.
| SSSYX | FNSDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 1.44 | -0.46 |
Sortino ratioReturn per unit of downside risk | 1.49 | 2.05 | -0.55 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.31 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 1.89 | -0.37 |
Martin ratioReturn relative to average drawdown | 7.30 | 8.34 | -1.04 |
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
| SSSYX | FNSDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 1.44 | -0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.58 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.11 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.11 | 0.65 | -0.54 |
Correlation
The correlation between SSSYX and FNSDX is 0.92, 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
SSSYX vs. FNSDX - Dividend Comparison
SSSYX's dividend yield for the trailing twelve months is around 1.51%, less than FNSDX's 3.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSSYX State Street Equity 500 Index Fund Class K | 1.51% | 1.44% | 1.63% | 1.78% | 2.16% | 2.76% | 1.86% | 4.44% | 5.18% | 5.94% | 2.07% | 1.84% |
FNSDX Fidelity Freedom 2055 Fund Class K | 3.89% | 3.87% | 2.13% | 2.07% | 11.45% | 11.27% | 4.26% | 6.31% | 6.79% | 2.72% | 0.00% | 0.00% |
Drawdowns
SSSYX vs. FNSDX - Drawdown Comparison
The maximum SSSYX drawdown since its inception was -91.48%, which is greater than FNSDX's maximum drawdown of -30.95%. Use the drawdown chart below to compare losses from any high point for SSSYX and FNSDX.
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Drawdown Indicators
| SSSYX | FNSDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -91.48% | -30.95% | -60.53% |
Max Drawdown (1Y)Largest decline over 1 year | -12.10% | -11.20% | -0.90% |
Max Drawdown (5Y)Largest decline over 5 years | -24.49% | -27.31% | +2.82% |
Max Drawdown (10Y)Largest decline over 10 years | -91.48% | — | — |
Current DrawdownCurrent decline from peak | -6.22% | -6.97% | +0.75% |
Average DrawdownAverage peak-to-trough decline | -4.20% | -5.70% | +1.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.52% | 2.53% | -0.01% |
Volatility
SSSYX vs. FNSDX - Volatility Comparison
The current volatility for State Street Equity 500 Index Fund Class K (SSSYX) is 5.34%, while Fidelity Freedom 2055 Fund Class K (FNSDX) has a volatility of 6.68%. This indicates that SSSYX experiences smaller price fluctuations and is considered to be less risky than FNSDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SSSYX | FNSDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 6.68% | -1.34% |
Volatility (6M)Calculated over the trailing 6-month period | 9.53% | 10.04% | -0.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.29% | 16.24% | +2.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.89% | 14.91% | +1.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 124.43% | 15.99% | +108.44% |