USGRX vs. SSSYX
Compare and contrast key facts about USAA Growth & Income Fund (USGRX) and State Street Equity 500 Index Fund Class K (SSSYX).
USGRX is managed by Victory. It was launched on Jun 1, 1993. 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
USGRX vs. SSSYX - Performance Comparison
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USGRX vs. SSSYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USGRX USAA Growth & Income Fund | -3.62% | 15.94% | 21.47% | 26.69% | -18.52% | 22.53% | 17.45% | 21.78% | -8.76% | 20.67% |
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, USGRX achieves a -3.62% return, which is significantly higher than SSSYX's -4.34% return. Over the past 10 years, USGRX has underperformed SSSYX with an annualized return of 11.84%, while SSSYX has yielded a comparatively higher 14.02% annualized return.
USGRX
- 1D
- -0.12%
- 1M
- -6.62%
- YTD
- -3.62%
- 6M
- -1.53%
- 1Y
- 14.76%
- 3Y*
- 17.05%
- 5Y*
- 10.48%
- 10Y*
- 11.84%
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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USGRX vs. SSSYX - Expense Ratio Comparison
USGRX has a 0.81% expense ratio, which is higher than SSSYX's 0.02% expense ratio.
Return for Risk
USGRX vs. SSSYX — Risk / Return Rank
USGRX
SSSYX
USGRX vs. SSSYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Growth & Income Fund (USGRX) 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.
| USGRX | SSSYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 0.97 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.45 | 1.49 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.23 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.19 | 1.52 | -0.34 |
Martin ratioReturn relative to average drawdown | 5.85 | 7.30 | -1.45 |
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
| USGRX | SSSYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 0.97 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.70 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.11 | +0.48 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.11 | +0.36 |
Correlation
The correlation between USGRX and SSSYX is 0.95, 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
USGRX vs. SSSYX - Dividend Comparison
USGRX's dividend yield for the trailing twelve months is around 8.53%, more than SSSYX's 1.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USGRX USAA Growth & Income Fund | 8.53% | 8.06% | 20.65% | 0.93% | 12.58% | 11.97% | 0.84% | 24.69% | 11.92% | 5.12% | 1.26% | 6.45% |
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
USGRX vs. SSSYX - Drawdown Comparison
The maximum USGRX drawdown since its inception was -56.93%, smaller than the maximum SSSYX drawdown of -91.48%. Use the drawdown chart below to compare losses from any high point for USGRX and SSSYX.
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Drawdown Indicators
| USGRX | SSSYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.93% | -91.48% | +34.55% |
Max Drawdown (1Y)Largest decline over 1 year | -11.70% | -12.10% | +0.40% |
Max Drawdown (5Y)Largest decline over 5 years | -30.81% | -24.49% | -6.32% |
Max Drawdown (10Y)Largest decline over 10 years | -34.48% | -91.48% | +57.00% |
Current DrawdownCurrent decline from peak | -8.74% | -6.22% | -2.52% |
Average DrawdownAverage peak-to-trough decline | -8.75% | -4.20% | -4.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.37% | 2.52% | -0.15% |
Volatility
USGRX vs. SSSYX - Volatility Comparison
The current volatility for USAA Growth & Income Fund (USGRX) is 3.30%, while State Street Equity 500 Index Fund Class K (SSSYX) has a volatility of 5.34%. This indicates that USGRX 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
| USGRX | SSSYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.30% | 5.34% | -2.04% |
Volatility (6M)Calculated over the trailing 6-month period | 7.75% | 9.53% | -1.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.33% | 18.29% | -1.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.90% | 16.89% | +4.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.10% | 124.43% | -104.33% |