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SSBWX: STATE STREET TARGET RETIREMENT 2030 FUND CLASS I (MUTUAL FUND)
Basic Info 15.02 0(0.0%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (47%) |
| Start Date: | 10/02/2014 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 7.17% |
| 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(%) | 0.0 | 7.7 | 18.6 | 13.9 | 6.4 | 9.3 | 8.3 | 15.9 | 9.8 | 15.7 | -17.2 | 10.7 | 17.3 | 22.6 | -6.2 | 18.3 | 8.1 | -1.8 | 3.3 |
| Sharpe Ratio | NA | 1.91 | 2.26 | 1.25 | 0.38 | 0.67 | 0.62 | 1.32 | 0.79 | 1.34 | -1.19 | 1.27 | 0.8 | 2.81 | -0.73 | 3.83 | 0.78 | -0.17 | 1.52 |
| Draw Down(%) | NA | 6.2 | 6.2 | 9.7 | 23.7 | 23.7 | 23.7 | 9.7 | 4.1 | 9.3 | 23.1 | 3.9 | 23.7 | 3.6 | 13.7 | 1.5 | 7.5 | 11.0 | 4.2 |
| Standard Deviation(%) | NA | 9.1 | 7.4 | 8.9 | 10.5 | 11.3 | 11.2 | 9.9 | 7.7 | 9.1 | 15.7 | 8.4 | 21.2 | 7.5 | 10.5 | 4.6 | 10.1 | 10.7 | 9.3 |
| Treynor Ratio | NA | 0.28 | 0.3 | 0.21 | 0.07 | 0.13 | 0.12 | 0.26 | 0.12 | 0.2 | -0.31 | 0.18 | 0.29 | 0.37 | -0.13 | 0.32 | 0.11 | -0.03 | 0.23 |
| Alpha | NA | 0.0 | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.02 | -0.01 | 0.0 | -0.03 | -0.01 | 0.01 | 0.02 | -0.02 | 0.02 | 0.0 | -0.01 | -0.01 |
| Beta | NA | 0.61 | 0.56 | 0.53 | 0.57 | 0.58 | 0.59 | 0.5 | 0.51 | 0.6 | 0.61 | 0.59 | 0.59 | 0.57 | 0.6 | 0.56 | 0.7 | 0.67 | 0.62 |
| RSquared | NA | 0.87 | 0.85 | 0.82 | 0.87 | 0.9 | 0.9 | 0.9 | 0.72 | 0.8 | 0.92 | 0.91 | 0.95 | 0.92 | 0.94 | 0.73 | 0.87 | 0.91 | 0.91 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 7.5 | 6.4 | 4.6 | 4.5 | 6.5 | 5.5 | 7.6 | 4.6 | 2.7 | 1.9 | 2.0 | 0.7 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | 21.6 | 55.2 | -21.1 | -26.6 | 30.8 | -17.3 | 45.9 | 96.9 | 56.0 | -11.7 | 198.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/2014
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