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SSCJX: STATE STREET TARGET RETIREMENT 2035 FUND CLASS I (MUTUAL FUND)
Basic Info 16.44 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 | 7.29% |
| Expenses | 0.59% |
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Performance Analytics (As of 06/05/2026)
| 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 | 8.9 | 21.4 | 15.4 | 7.0 | 9.9 | 8.9 | 17.9 | 10.5 | 16.7 | -18.1 | 11.4 | 18.1 | 23.6 | -6.9 | 19.6 | 8.6 | -2.0 | 3.4 |
| Sharpe Ratio | NA | 1.82 | 2.13 | 1.18 | 0.38 | 0.66 | 0.61 | 1.29 | 0.77 | 1.34 | -1.15 | 1.23 | 0.77 | 2.66 | -0.72 | 3.74 | 0.77 | -0.17 | 1.48 |
| Draw Down(%) | NA | 7.3 | 7.3 | 11.5 | 25.2 | 25.7 | 25.7 | 11.5 | 5.2 | 10.4 | 24.4 | 4.3 | 25.7 | 4.1 | 15.0 | 1.6 | 8.3 | 11.7 | 4.4 |
| Standard Deviation(%) | NA | 10.7 | 8.8 | 10.3 | 11.7 | 12.5 | 12.3 | 11.6 | 8.9 | 9.8 | 17.0 | 9.2 | 23.1 | 8.3 | 11.5 | 5.1 | 11.0 | 11.6 | 9.9 |
| Treynor Ratio | NA | 0.29 | 0.29 | 0.19 | 0.07 | 0.13 | 0.11 | 0.26 | 0.11 | 0.2 | -0.3 | 0.18 | 0.28 | 0.35 | -0.13 | 0.3 | 0.11 | -0.03 | 0.22 |
| Alpha | NA | 0.02 | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.02 | -0.02 | 0.0 | -0.03 | -0.02 | 0.01 | 0.01 | -0.02 | 0.02 | 0.0 | -0.01 | -0.01 |
| Beta | NA | 0.67 | 0.64 | 0.62 | 0.64 | 0.64 | 0.65 | 0.59 | 0.63 | 0.65 | 0.66 | 0.64 | 0.64 | 0.64 | 0.66 | 0.63 | 0.76 | 0.73 | 0.67 |
| RSquared | NA | 0.8 | 0.82 | 0.85 | 0.88 | 0.91 | 0.91 | 0.91 | 0.84 | 0.82 | 0.93 | 0.91 | 0.95 | 0.93 | 0.94 | 0.77 | 0.88 | 0.92 | 0.92 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 7.6 | 5.7 | 4.5 | 4.1 | 5.8 | 5.1 | 7.5 | 4.4 | 2.8 | 1.9 | 1.9 | 0.5 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | 40.4 | 41.6 | -15.0 | -23.8 | 26.3 | -20.7 | 50.4 | 86.6 | 59.7 | -8.6 | 296.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/2014
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