SUWIX vs. SSSYX
Compare and contrast key facts about DWS Core Equity Fund Class I (SUWIX) and State Street Equity 500 Index Fund Class K (SSSYX).
SUWIX is an actively managed fund by DWS. It was launched on May 31, 1929. 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.
Performance
SUWIX vs. SSSYX - Performance Comparison
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SUWIX vs. SSSYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SUWIX DWS Core Equity Fund Class I | -4.73% | 16.32% | 20.06% | 25.57% | -15.62% | 25.53% | 16.13% | 35.69% | -6.03% | 21.55% |
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% | 21.61% |
Returns By Period
In the year-to-date period, SUWIX achieves a -4.73% return, which is significantly lower than SSSYX's -4.34% return. Both investments have delivered pretty close results over the past 10 years, with SUWIX having a 13.51% annualized return and SSSYX not far ahead at 14.02%.
SUWIX
- 1D
- 2.87%
- 1M
- -5.04%
- YTD
- -4.73%
- 6M
- -2.63%
- 1Y
- 16.82%
- 3Y*
- 16.14%
- 5Y*
- 10.67%
- 10Y*
- 13.51%
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%
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SUWIX vs. SSSYX - Expense Ratio Comparison
SUWIX has a 0.58% expense ratio, which is higher than SSSYX's 0.02% expense ratio.
Return for Risk
SUWIX vs. SSSYX — Risk / Return Rank
SUWIX
SSSYX
SUWIX vs. SSSYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS Core Equity Fund Class I (SUWIX) and State Street Equity 500 Index Fund Class K (SSSYX). 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.
| SUWIX | SSSYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 0.97 | -0.02 |
Sortino ratioReturn per unit of downside risk | 1.48 | 1.49 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.23 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.21 | 1.52 | -0.31 |
Martin ratioReturn relative to average drawdown | 5.52 | 7.30 | -1.78 |
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
| SUWIX | SSSYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 0.97 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.70 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.11 | +0.63 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.11 | +0.43 |
Correlation
The correlation between SUWIX and SSSYX is 0.97, 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
SUWIX vs. SSSYX - Dividend Comparison
SUWIX's dividend yield for the trailing twelve months is around 11.12%, more than SSSYX's 1.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SUWIX DWS Core Equity Fund Class I | 11.12% | 10.46% | 9.08% | 5.10% | 9.25% | 14.07% | 6.70% | 8.89% | 14.12% | 6.16% | 6.95% | 8.77% |
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% |
Drawdowns
SUWIX vs. SSSYX - Drawdown Comparison
The maximum SUWIX drawdown since its inception was -55.10%, smaller than the maximum SSSYX drawdown of -91.48%. Use the drawdown chart below to compare losses from any high point for SUWIX and SSSYX.
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Drawdown Indicators
| SUWIX | SSSYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.10% | -91.48% | +36.38% |
Max Drawdown (1Y)Largest decline over 1 year | -12.77% | -12.10% | -0.67% |
Max Drawdown (5Y)Largest decline over 5 years | -22.78% | -24.49% | +1.71% |
Max Drawdown (10Y)Largest decline over 10 years | -35.09% | -91.48% | +56.39% |
Current DrawdownCurrent decline from peak | -6.82% | -6.22% | -0.60% |
Average DrawdownAverage peak-to-trough decline | -6.66% | -4.20% | -2.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.79% | 2.52% | +0.27% |
Volatility
SUWIX vs. SSSYX - Volatility Comparison
The current volatility for DWS Core Equity Fund Class I (SUWIX) is 5.04%, while State Street Equity 500 Index Fund Class K (SSSYX) has a volatility of 5.34%. This indicates that SUWIX experiences smaller price fluctuations and is considered to be less risky than SSSYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SUWIX | SSSYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.04% | 5.34% | -0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 9.48% | 9.53% | -0.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.37% | 18.29% | +0.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.07% | 16.89% | +0.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.37% | 124.43% | -106.06% |