SSDWX vs. MGRDX
Compare and contrast key facts about State Street Target Retirement 2060 Fund (SSDWX) and MFS International Growth Fund R6 (MGRDX).
SSDWX is managed by State Street. It was launched on Sep 29, 2014. MGRDX is an actively managed fund by MFS. It was launched on May 1, 2006.
Performance
SSDWX vs. MGRDX - Performance Comparison
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SSDWX vs. MGRDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SSDWX State Street Target Retirement 2060 Fund | -3.64% | 21.16% | 12.53% | 19.24% | -19.20% | 13.74% | 19.62% | 25.85% | -8.11% | 21.45% |
MGRDX MFS International Growth Fund R6 | -6.04% | 21.18% | 9.22% | 14.99% | -15.00% | 9.61% | 15.82% | 27.32% | -8.79% | 32.56% |
Returns By Period
In the year-to-date period, SSDWX achieves a -3.64% return, which is significantly higher than MGRDX's -6.04% return. Over the past 10 years, SSDWX has outperformed MGRDX with an annualized return of 10.10%, while MGRDX has yielded a comparatively lower 9.26% annualized return.
SSDWX
- 1D
- 0.00%
- 1M
- -8.63%
- YTD
- -3.64%
- 6M
- -0.94%
- 1Y
- 17.12%
- 3Y*
- 13.64%
- 5Y*
- 6.85%
- 10Y*
- 10.10%
MGRDX
- 1D
- 0.16%
- 1M
- -12.25%
- YTD
- -6.04%
- 6M
- -4.72%
- 1Y
- 9.18%
- 3Y*
- 9.39%
- 5Y*
- 5.75%
- 10Y*
- 9.26%
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SSDWX vs. MGRDX - Expense Ratio Comparison
SSDWX has a 0.18% expense ratio, which is lower than MGRDX's 0.72% expense ratio.
Return for Risk
SSDWX vs. MGRDX — Risk / Return Rank
SSDWX
MGRDX
SSDWX vs. MGRDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Target Retirement 2060 Fund (SSDWX) and MFS International Growth Fund R6 (MGRDX). 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.
| SSDWX | MGRDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 0.57 | +0.57 |
Sortino ratioReturn per unit of downside risk | 1.67 | 0.84 | +0.83 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.11 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.40 | 0.58 | +0.82 |
Martin ratioReturn relative to average drawdown | 6.48 | 2.34 | +4.14 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SSDWX | MGRDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 0.57 | +0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.37 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.59 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.27 | +0.34 |
Correlation
The correlation between SSDWX and MGRDX is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SSDWX vs. MGRDX - Dividend Comparison
SSDWX's dividend yield for the trailing twelve months is around 4.65%, less than MGRDX's 5.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSDWX State Street Target Retirement 2060 Fund | 4.65% | 4.48% | 4.11% | 2.73% | 4.23% | 4.05% | 2.02% | 3.26% | 6.40% | 2.88% | 2.71% | 3.23% |
MGRDX MFS International Growth Fund R6 | 5.99% | 5.63% | 6.35% | 2.90% | 3.06% | 6.97% | 0.80% | 1.51% | 4.20% | 2.61% | 1.45% | 1.20% |
Drawdowns
SSDWX vs. MGRDX - Drawdown Comparison
The maximum SSDWX drawdown since its inception was -29.88%, smaller than the maximum MGRDX drawdown of -60.75%. Use the drawdown chart below to compare losses from any high point for SSDWX and MGRDX.
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Drawdown Indicators
| SSDWX | MGRDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.88% | -60.75% | +30.87% |
Max Drawdown (1Y)Largest decline over 1 year | -11.00% | -12.39% | +1.39% |
Max Drawdown (5Y)Largest decline over 5 years | -27.39% | -30.60% | +3.21% |
Max Drawdown (10Y)Largest decline over 10 years | -29.88% | -30.60% | +0.72% |
Current DrawdownCurrent decline from peak | -8.92% | -12.25% | +3.33% |
Average DrawdownAverage peak-to-trough decline | -5.10% | -12.49% | +7.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.38% | 3.08% | -0.70% |
Volatility
SSDWX vs. MGRDX - Volatility Comparison
The current volatility for State Street Target Retirement 2060 Fund (SSDWX) is 4.80%, while MFS International Growth Fund R6 (MGRDX) has a volatility of 5.78%. This indicates that SSDWX experiences smaller price fluctuations and is considered to be less risky than MGRDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SSDWX | MGRDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.80% | 5.78% | -0.98% |
Volatility (6M)Calculated over the trailing 6-month period | 8.50% | 9.51% | -1.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.00% | 14.28% | +0.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.25% | 15.46% | -1.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.80% | 15.68% | -0.88% |