SSDJX Mutual Fund

SSDJX Mutual Fund

NAV$19.14
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Returns Overview

1 Month
-0.85%
3 Months
+3.16%
6 Months
+6.65%
YTD
+9.41%
1 Year
+20.01%
3 Years (annualized)
+15.42%
5 Years (annualized)
+7.96%
10 Years (annualized)
+10.73%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
State Street Target Retirement 2050 Composite Index
This Mutual Fund (YTD)
+9.41%
Peer Avg (YTD)
+6.99%
vs Peers
+2.42%

SSDJX Mutual Fund Performance

SSDJX performance across multiple time periods: 1-month -0.85%, YTD 9.41%, 1-year 20.01%, 3-year 15.42%, 5-year 7.96%, 10-year 10.73%.

SSDJX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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