WPVLX vs. SSSYX
Compare and contrast key facts about Weitz Partners Value Fund (WPVLX) and State Street Equity 500 Index Fund Class K (SSSYX).
WPVLX is managed by Weitz. It was launched on Jun 1, 1983. 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
WPVLX vs. SSSYX - Performance Comparison
Loading graphics...
WPVLX vs. SSSYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WPVLX Weitz Partners Value Fund | -8.30% | 3.15% | 15.68% | 17.83% | -21.28% | 23.67% | 7.53% | 33.31% | -11.48% | 11.45% |
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, WPVLX achieves a -8.30% return, which is significantly lower than SSSYX's -4.34% return. Over the past 10 years, WPVLX has underperformed SSSYX with an annualized return of 6.33%, while SSSYX has yielded a comparatively higher 14.02% annualized return.
WPVLX
- 1D
- 2.23%
- 1M
- -6.55%
- YTD
- -8.30%
- 6M
- -9.51%
- 1Y
- -6.31%
- 3Y*
- 8.12%
- 5Y*
- 2.77%
- 10Y*
- 6.33%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WPVLX vs. SSSYX - Expense Ratio Comparison
WPVLX has a 1.09% expense ratio, which is higher than SSSYX's 0.02% expense ratio.
Return for Risk
WPVLX vs. SSSYX — Risk / Return Rank
WPVLX
SSSYX
WPVLX vs. SSSYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Weitz Partners Value Fund (WPVLX) 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.
| WPVLX | SSSYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.35 | 0.97 | -1.33 |
Sortino ratioReturn per unit of downside risk | -0.39 | 1.49 | -1.88 |
Omega ratioGain probability vs. loss probability | 0.95 | 1.23 | -0.28 |
Calmar ratioReturn relative to maximum drawdown | -0.41 | 1.52 | -1.93 |
Martin ratioReturn relative to average drawdown | -1.27 | 7.30 | -8.57 |
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
| WPVLX | SSSYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.35 | 0.97 | -1.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.70 | -0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.34 | 0.11 | +0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.11 | +0.42 |
Correlation
The correlation between WPVLX 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
WPVLX vs. SSSYX - Dividend Comparison
WPVLX's dividend yield for the trailing twelve months is around 9.85%, more than SSSYX's 1.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WPVLX Weitz Partners Value Fund | 9.85% | 9.03% | 7.76% | 1.80% | 7.32% | 6.72% | 10.93% | 7.09% | 9.27% | 2.32% | 0.00% | 13.92% |
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
WPVLX vs. SSSYX - Drawdown Comparison
The maximum WPVLX drawdown since its inception was -59.01%, smaller than the maximum SSSYX drawdown of -91.48%. Use the drawdown chart below to compare losses from any high point for WPVLX and SSSYX.
Loading graphics...
Drawdown Indicators
| WPVLX | SSSYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.01% | -91.48% | +32.47% |
Max Drawdown (1Y)Largest decline over 1 year | -13.44% | -12.10% | -1.34% |
Max Drawdown (5Y)Largest decline over 5 years | -28.45% | -24.49% | -3.96% |
Max Drawdown (10Y)Largest decline over 10 years | -39.62% | -91.48% | +51.86% |
Current DrawdownCurrent decline from peak | -11.10% | -6.22% | -4.88% |
Average DrawdownAverage peak-to-trough decline | -7.51% | -4.20% | -3.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.34% | 2.52% | +1.82% |
Volatility
WPVLX vs. SSSYX - Volatility Comparison
The current volatility for Weitz Partners Value Fund (WPVLX) is 5.07%, while State Street Equity 500 Index Fund Class K (SSSYX) has a volatility of 5.34%. This indicates that WPVLX 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.
Loading graphics...
Volatility by Period
| WPVLX | SSSYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.07% | 5.34% | -0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 9.83% | 9.53% | +0.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.49% | 18.29% | -0.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.16% | 16.89% | +0.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.54% | 124.43% | -105.89% |