SSDDX vs. FITLX

In the year-to-date period, SSDDX achieves a 5.22% return, which is significantly higher than FITLX's 1.00% return.

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SSDDX has a 0.18% expense ratio, which is higher than FITLX's 0.11% 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 2045 Fund (SSDDX) and Fidelity US Sustainability Index Fund (FITLX). 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 SSDDX Sharpe Ratio is 0.63, which is comparable to the FITLX Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of SSDDX and FITLX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SSDDX's dividend yield for the trailing twelve months is around 4.66%, more than FITLX's 1.28% yield.

The maximum SSDDX drawdown since its inception was -29.88%, smaller than the maximum FITLX drawdown of -34.35%. Use the drawdown chart below to compare losses from any high point for SSDDX and FITLX.

The current volatility for State Street Target Retirement 2045 Fund (SSDDX) is 3.25%, while Fidelity US Sustainability Index Fund (FITLX) has a volatility of 4.96%. This indicates that SSDDX experiences smaller price fluctuations and is considered to be less risky than FITLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.