VVPLX vs. SSSYX
Compare and contrast key facts about Vulcan Value Partners Fund (VVPLX) and State Street Equity 500 Index Fund Class K (SSSYX).
VVPLX is managed by Vulcan Value Partners. It was launched on Dec 30, 2009. 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
VVPLX vs. SSSYX - Performance Comparison
Loading graphics...
VVPLX vs. SSSYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VVPLX Vulcan Value Partners Fund | -15.88% | 7.48% | 17.50% | 41.77% | -38.08% | 21.61% | 11.60% | 44.43% | -7.83% | 16.74% |
SSSYX State Street Equity 500 Index Fund Class K | -7.05% | 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, VVPLX achieves a -15.88% return, which is significantly lower than SSSYX's -7.05% return. Over the past 10 years, VVPLX has underperformed SSSYX with an annualized return of 7.72%, while SSSYX has yielded a comparatively higher 13.69% annualized return.
VVPLX
- 1D
- 1.29%
- 1M
- -8.43%
- YTD
- -15.88%
- 6M
- -17.34%
- 1Y
- -7.48%
- 3Y*
- 9.74%
- 5Y*
- 1.19%
- 10Y*
- 7.72%
SSSYX
- 1D
- -0.39%
- 1M
- -7.67%
- YTD
- -7.05%
- 6M
- -4.60%
- 1Y
- 14.40%
- 3Y*
- 17.15%
- 5Y*
- 11.37%
- 10Y*
- 13.69%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VVPLX vs. SSSYX - Expense Ratio Comparison
VVPLX has a 1.06% expense ratio, which is higher than SSSYX's 0.02% expense ratio.
Return for Risk
VVPLX vs. SSSYX — Risk / Return Rank
VVPLX
SSSYX
VVPLX vs. SSSYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vulcan Value Partners Fund (VVPLX) 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.
| VVPLX | SSSYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.38 | 0.84 | -1.22 |
Sortino ratioReturn per unit of downside risk | -0.41 | 1.30 | -1.71 |
Omega ratioGain probability vs. loss probability | 0.95 | 1.20 | -0.25 |
Calmar ratioReturn relative to maximum drawdown | -0.44 | 1.06 | -1.50 |
Martin ratioReturn relative to average drawdown | -1.41 | 5.13 | -6.54 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| VVPLX | SSSYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.38 | 0.84 | -1.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.68 | -0.63 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.11 | +0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.11 | +0.32 |
Correlation
The correlation between VVPLX and SSSYX is 0.87, 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
VVPLX vs. SSSYX - Dividend Comparison
VVPLX's dividend yield for the trailing twelve months is around 6.96%, more than SSSYX's 1.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VVPLX Vulcan Value Partners Fund | 6.96% | 5.85% | 0.19% | 0.05% | 5.95% | 11.33% | 3.54% | 4.37% | 8.90% | 1.69% | 1.31% | 0.00% |
SSSYX State Street Equity 500 Index Fund Class K | 1.55% | 1.44% | 1.63% | 1.78% | 2.16% | 2.76% | 1.86% | 4.44% | 5.18% | 5.94% | 2.07% | 1.84% |
Drawdowns
VVPLX vs. SSSYX - Drawdown Comparison
The maximum VVPLX drawdown since its inception was -47.95%, smaller than the maximum SSSYX drawdown of -91.48%. Use the drawdown chart below to compare losses from any high point for VVPLX and SSSYX.
Loading graphics...
Drawdown Indicators
| VVPLX | SSSYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.95% | -91.48% | +43.53% |
Max Drawdown (1Y)Largest decline over 1 year | -20.19% | -12.10% | -8.09% |
Max Drawdown (5Y)Largest decline over 5 years | -47.95% | -24.49% | -23.46% |
Max Drawdown (10Y)Largest decline over 10 years | -47.95% | -91.48% | +43.53% |
Current DrawdownCurrent decline from peak | -19.16% | -8.88% | -10.28% |
Average DrawdownAverage peak-to-trough decline | -9.25% | -4.20% | -5.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.36% | 2.49% | +3.87% |
Volatility
VVPLX vs. SSSYX - Volatility Comparison
Vulcan Value Partners Fund (VVPLX) has a higher volatility of 4.94% compared to State Street Equity 500 Index Fund Class K (SSSYX) at 4.24%. This indicates that VVPLX's price experiences larger fluctuations and is considered to be riskier than SSSYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| VVPLX | SSSYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.94% | 4.24% | +0.70% |
Volatility (6M)Calculated over the trailing 6-month period | 12.13% | 9.08% | +3.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.49% | 18.10% | +1.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.63% | 16.85% | +5.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.13% | 124.43% | -102.30% |