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SSBNX: STATE STREET TARGET RETIREMENT 2020 FUND CLASS I (MUTUAL FUND)
Basic Info
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (48%) |
| Start Date: | 10/02/2014 |
| Last Dividend Date: | 03/27/2025 |
| 12-Mo. Yield | 7.67% |
| Expenses | 0.59% |
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Performance Analytics (As of 09/23/2025)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 7.8 | 4.6 | 5.9 | 5.3 | 1.4 | 7.4 | 11.4 | -13.5 | 8.8 | 11.6 | 17.5 | -4.2 | 13.4 | 7.3 | -1.6 | 2.5 |
| Sharpe Ratio | NA | -0.86 | 0.7 | 0.34 | 0.54 | 0.48 | -0.35 | 0.72 | 1.19 | -1.36 | 1.52 | 0.71 | 3.02 | -0.74 | 3.6 | 0.88 | -0.19 | 1.45 |
| Draw Down(%) | NA | 3.0 | 5.9 | 18.1 | 19.1 | 19.1 | 1.8 | 2.8 | 5.9 | 17.9 | 2.7 | 19.1 | 2.4 | 9.6 | 1.3 | 5.7 | 9.1 | 3.5 |
| Standard Deviation(%) | NA | 3.5 | 6.3 | 7.0 | 8.2 | 8.2 | 2.9 | 5.2 | 6.5 | 11.0 | 5.8 | 16.0 | 5.3 | 7.5 | 3.5 | 8.1 | 8.5 | 7.4 |
| Treynor Ratio | NA | -0.36 | 0.16 | 0.07 | 0.11 | 0.1 | -0.19 | 0.11 | 0.2 | -0.36 | 0.22 | 0.26 | 0.41 | -0.13 | 0.31 | 0.13 | -0.03 | 0.22 |
| Alpha | NA | -0.02 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | -0.03 | 0.0 | 0.0 | 0.02 | -0.01 | 0.02 | 0.0 | -0.01 | -0.01 |
| Beta | NA | 0.08 | 0.27 | 0.33 | 0.39 | 0.4 | 0.05 | 0.34 | 0.39 | 0.41 | 0.4 | 0.44 | 0.39 | 0.43 | 0.41 | 0.55 | 0.52 | 0.48 |
| RSquared | NA | 0.2 | 0.52 | 0.68 | 0.8 | 0.8 | 0.15 | 0.69 | 0.67 | 0.87 | 0.9 | 0.94 | 0.87 | 0.92 | 0.68 | 0.86 | 0.89 | 0.87 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | 1.1 | 7.2 | 5.8 | 6.1 | 7.0 | 4.3 | 6.8 | 5.0 | 3.0 | 1.9 | 2.3 | 0.3 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | -84.3 | 31.8 | -23.0 | -11.8 | 75.2 | -30.7 | 22.5 | 82.8 | 68.8 | -20.2 | 606.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/2014
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