WVALX vs. SSSYX
Compare and contrast key facts about Weitz Value Fund (WVALX) and State Street Equity 500 Index Fund Class K (SSSYX).
WVALX is managed by Weitz. It was launched on May 9, 1986. 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
WVALX vs. SSSYX - Performance Comparison
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WVALX vs. SSSYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WVALX Weitz Value Fund | -14.29% | -0.21% | 12.76% | 29.72% | -22.89% | 26.86% | 18.41% | 34.16% | -4.88% | 15.60% |
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, WVALX achieves a -14.29% return, which is significantly lower than SSSYX's -7.05% return. Over the past 10 years, WVALX has underperformed SSSYX with an annualized return of 8.16%, while SSSYX has yielded a comparatively higher 13.69% annualized return.
WVALX
- 1D
- 0.99%
- 1M
- -9.44%
- YTD
- -14.29%
- 6M
- -13.68%
- 1Y
- -11.05%
- 3Y*
- 5.68%
- 5Y*
- 2.65%
- 10Y*
- 8.16%
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%
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WVALX vs. SSSYX - Expense Ratio Comparison
WVALX has a 1.04% expense ratio, which is higher than SSSYX's 0.02% expense ratio.
Return for Risk
WVALX vs. SSSYX — Risk / Return Rank
WVALX
SSSYX
WVALX vs. SSSYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Weitz Value Fund (WVALX) 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.
| WVALX | SSSYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.56 | 0.84 | -1.39 |
Sortino ratioReturn per unit of downside risk | -0.70 | 1.30 | -2.00 |
Omega ratioGain probability vs. loss probability | 0.91 | 1.20 | -0.29 |
Calmar ratioReturn relative to maximum drawdown | -0.73 | 1.06 | -1.79 |
Martin ratioReturn relative to average drawdown | -2.41 | 5.13 | -7.54 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WVALX | SSSYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.56 | 0.84 | -1.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.68 | -0.53 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.11 | +0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.11 | +0.47 |
Correlation
The correlation between WVALX and SSSYX is 0.89, 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
WVALX vs. SSSYX - Dividend Comparison
WVALX's dividend yield for the trailing twelve months is around 25.47%, more than SSSYX's 1.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WVALX Weitz Value Fund | 25.47% | 21.83% | 11.03% | 5.38% | 14.15% | 3.77% | 9.12% | 4.70% | 10.95% | 7.16% | 0.00% | 12.93% |
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
WVALX vs. SSSYX - Drawdown Comparison
The maximum WVALX drawdown since its inception was -61.96%, smaller than the maximum SSSYX drawdown of -91.48%. Use the drawdown chart below to compare losses from any high point for WVALX and SSSYX.
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Drawdown Indicators
| WVALX | SSSYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.96% | -91.48% | +29.52% |
Max Drawdown (1Y)Largest decline over 1 year | -17.45% | -12.10% | -5.35% |
Max Drawdown (5Y)Largest decline over 5 years | -29.36% | -24.49% | -4.87% |
Max Drawdown (10Y)Largest decline over 10 years | -32.57% | -91.48% | +58.91% |
Current DrawdownCurrent decline from peak | -19.13% | -8.88% | -10.25% |
Average DrawdownAverage peak-to-trough decline | -7.71% | -4.20% | -3.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.30% | 2.49% | +2.81% |
Volatility
WVALX vs. SSSYX - Volatility Comparison
Weitz Value Fund (WVALX) has a higher volatility of 4.92% compared to State Street Equity 500 Index Fund Class K (SSSYX) at 4.24%. This indicates that WVALX'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.
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Volatility by Period
| WVALX | SSSYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.92% | 4.24% | +0.68% |
Volatility (6M)Calculated over the trailing 6-month period | 10.37% | 9.08% | +1.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.45% | 18.10% | +1.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.12% | 16.85% | +1.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.19% | 124.43% | -106.24% |