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SSBRX: STATE STREET TARGET RETIREMENT 2025 FUND CLASS I (MUTUAL FUND)
Basic Info 13.44 0(0.0%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (48%) |
| Start Date: | 10/02/2014 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 6.23% |
| Expenses | 0.59% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | 6.5 | 15.4 | 11.9 | 5.4 | 8.2 | 7.4 | 12.9 | 8.7 | 13.6 | -15.5 | 10.0 | 14.7 | 20.8 | -5.5 | 16.5 | 8.0 | -1.9 | 3.0 |
| Sharpe Ratio | NA | 2.17 | 2.44 | 1.28 | 0.34 | 0.67 | 0.61 | 1.32 | 0.79 | 1.3 | -1.26 | 1.39 | 0.76 | 2.91 | -0.74 | 3.71 | 0.84 | -0.19 | 1.52 |
| Draw Down(%) | NA | 4.4 | 4.4 | 7.5 | 21.1 | 22.0 | 22.0 | 7.4 | 3.3 | 7.5 | 20.7 | 3.3 | 22.0 | 3.1 | 12.2 | 1.4 | 6.7 | 10.3 | 3.9 |
| Standard Deviation(%) | NA | 6.6 | 5.5 | 7.1 | 8.8 | 9.8 | 9.8 | 7.6 | 6.5 | 7.7 | 13.5 | 7.2 | 18.9 | 6.6 | 9.4 | 4.3 | 9.3 | 9.7 | 8.4 |
| Treynor Ratio | NA | 0.33 | 0.33 | 0.22 | 0.06 | 0.13 | 0.12 | 0.27 | 0.12 | 0.2 | -0.33 | 0.2 | 0.27 | 0.39 | -0.13 | 0.31 | 0.12 | -0.03 | 0.23 |
| Alpha | NA | 0.01 | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.02 | -0.01 | 0.0 | -0.03 | -0.01 | 0.01 | 0.02 | -0.01 | 0.02 | 0.0 | -0.01 | -0.01 |
| Beta | NA | 0.43 | 0.4 | 0.42 | 0.47 | 0.5 | 0.51 | 0.37 | 0.44 | 0.5 | 0.52 | 0.5 | 0.52 | 0.5 | 0.53 | 0.52 | 0.64 | 0.6 | 0.56 |
| RSquared | NA | 0.82 | 0.8 | 0.8 | 0.85 | 0.89 | 0.88 | 0.87 | 0.77 | 0.76 | 0.91 | 0.91 | 0.94 | 0.9 | 0.93 | 0.73 | 0.86 | 0.9 | 0.9 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 6.5 | 6.8 | 5.0 | 5.2 | 6.7 | 5.2 | 7.5 | 4.8 | 2.9 | 2.0 | 2.3 | 0.4 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | -3.2 | 48.1 | -24.4 | -18.8 | 40.4 | -21.1 | 39.3 | 89.2 | 56.8 | -18.1 | 480.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/2014
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