SSDLX Mutual Fund

NAV$19.37

Returns Overview

1 Month
-0.16%
3 Months
+12.54%
6 Months
+11.03%
YTD
+10.45%
1 Year
+22.15%
3 Years (annualized)
+17.23%
5 Years (annualized)
+8.61%
10 Years (annualized)
+11.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSDLX 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)
+10.45%
Peer Avg (YTD)
+7.64%
vs Peers
+2.81%

SSDLX Mutual Fund Performance

SSDLX performance across multiple time periods: 1-month -0.16%, YTD 10.45%, 1-year 22.15%, 3-year 17.23%, 5-year 8.61%, 10-year 11.46%.

SSDLX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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