SSBRX vs. FXNAX
Compare and contrast key facts about State Street Target Retirement 2025 Fund (SSBRX) and Fidelity U.S. Bond Index Fund (FXNAX).
SSBRX is managed by State Street Global Advisors. It was launched on Sep 29, 2014. FXNAX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SSBRX or FXNAX.
Correlation
The correlation between SSBRX and FXNAX is 0.11, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
SSBRX vs. FXNAX - Performance Comparison
Key characteristics
SSBRX:
1.02
FXNAX:
0.92
SSBRX:
1.32
FXNAX:
1.37
SSBRX:
1.21
FXNAX:
1.16
SSBRX:
0.57
FXNAX:
0.33
SSBRX:
3.68
FXNAX:
2.20
SSBRX:
2.04%
FXNAX:
2.18%
SSBRX:
7.36%
FXNAX:
5.17%
SSBRX:
-24.36%
FXNAX:
-19.64%
SSBRX:
-6.17%
FXNAX:
-8.93%
Returns By Period
In the year-to-date period, SSBRX achieves a 2.53% return, which is significantly higher than FXNAX's 1.28% return. Over the past 10 years, SSBRX has outperformed FXNAX with an annualized return of 3.91%, while FXNAX has yielded a comparatively lower 1.22% annualized return.
SSBRX
2.53%
0.91%
-0.90%
6.78%
2.51%
3.91%
FXNAX
1.28%
1.38%
-0.85%
4.99%
-0.76%
1.22%
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SSBRX vs. FXNAX - Expense Ratio Comparison
SSBRX has a 0.13% expense ratio, which is higher than FXNAX's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
SSBRX vs. FXNAX — Risk-Adjusted Performance Rank
SSBRX
FXNAX
SSBRX vs. FXNAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Target Retirement 2025 Fund (SSBRX) and Fidelity U.S. Bond Index Fund (FXNAX). 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.
Dividends
SSBRX vs. FXNAX - Dividend Comparison
SSBRX's dividend yield for the trailing twelve months is around 3.31%, less than FXNAX's 3.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSBRX State Street Target Retirement 2025 Fund | 3.31% | 3.39% | 3.01% | 2.84% | 2.16% | 1.93% | 2.74% | 2.74% | 1.93% | 1.59% | 2.08% | 0.39% |
FXNAX Fidelity U.S. Bond Index Fund | 3.39% | 3.40% | 2.92% | 2.41% | 1.81% | 2.10% | 2.69% | 2.74% | 2.52% | 2.52% | 2.69% | 2.59% |
Drawdowns
SSBRX vs. FXNAX - Drawdown Comparison
The maximum SSBRX drawdown since its inception was -24.36%, which is greater than FXNAX's maximum drawdown of -19.64%. Use the drawdown chart below to compare losses from any high point for SSBRX and FXNAX. For additional features, visit the drawdowns tool.
Volatility
SSBRX vs. FXNAX - Volatility Comparison
State Street Target Retirement 2025 Fund (SSBRX) has a higher volatility of 1.57% compared to Fidelity U.S. Bond Index Fund (FXNAX) at 1.33%. This indicates that SSBRX's price experiences larger fluctuations and is considered to be riskier than FXNAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.