SSCNX vs. VFORX

The year-to-date returns for both stocks are quite close, with SSCNX having a 5.03% return and VFORX slightly lower at 4.88%. Over the past 10 years, SSCNX has outperformed VFORX with an annualized return of 7.79%, while VFORX has yielded a comparatively lower 6.03% annualized return.

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SSCNX has a 0.20% expense ratio, which is higher than VFORX's 0.08% 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%.

This table presents a comparison of risk-adjusted performance metrics for State Street Target Retirement 2040 Fund (SSCNX) and Vanguard Target Retirement 2040 Fund (VFORX). 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.

The current SSCNX Sharpe Ratio is 0.86, which is comparable to the VFORX Sharpe Ratio of 0.92. The chart below compares the historical Sharpe Ratios of SSCNX and VFORX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SSCNX's dividend yield for the trailing twelve months is around 4.73%, more than VFORX's 2.53% yield.

The maximum SSCNX drawdown since its inception was -27.49%, smaller than the maximum VFORX drawdown of -51.63%. Use the drawdown chart below to compare losses from any high point for SSCNX and VFORX.

State Street Target Retirement 2040 Fund (SSCNX) and Vanguard Target Retirement 2040 Fund (VFORX) have volatilities of 2.97% and 2.85%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.