SSDJX Mutual Fund

NAV$19.10

Returns Overview

1 Month
-0.16%
3 Months
+12.47%
6 Months
+10.94%
YTD
+10.35%
1 Year
+21.94%
3 Years (annualized)
+17.02%
5 Years (annualized)
+8.23%
10 Years (annualized)
+11.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSDJX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
State Street Target Retirement 2050 Composite Index
This Mutual Fund (YTD)
+10.35%
Peer Avg (YTD)
+7.64%
vs Peers
+2.71%

SSDJX Mutual Fund Performance

SSDJX performance across multiple time periods: 1-month -0.16%, YTD 10.35%, 1-year 21.94%, 3-year 17.02%, 5-year 8.23%, 10-year 11.02%.

SSDJX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

SSDJX performance comparison shows side-by-side returns with another fund. SSDJX alternatives are available in the Mutual Fund Screener.