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SSCNX: STATE STREET TARGET RETIREMENT 2040 FUND CLASS I (MUTUAL FUND)
Basic Info 17.19 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 | 7.63% |
| 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 | 9.7 | 23.2 | 16.5 | 7.4 | 10.4 | 9.2 | 19.0 | 11.2 | 17.7 | -18.6 | 11.8 | 18.7 | 24.7 | -7.5 | 20.6 | 9.0 | -4.1 | 3.6 |
| Sharpe Ratio | NA | 1.86 | 2.13 | 1.19 | 0.39 | 0.65 | 0.58 | 1.27 | 0.8 | 1.36 | -1.1 | 1.18 | 0.73 | 2.58 | -0.72 | 3.66 | 0.74 | -0.33 | 1.45 |
| Draw Down(%) | NA | 8.0 | 8.0 | 12.7 | 26.1 | 27.5 | 27.5 | 12.7 | 5.8 | 11.0 | 25.2 | 4.6 | 27.5 | 4.6 | 16.0 | 1.7 | 9.1 | 12.4 | 4.7 |
| Standard Deviation(%) | NA | 11.6 | 9.6 | 11.1 | 12.6 | 13.5 | 13.3 | 12.7 | 9.5 | 10.4 | 18.2 | 10.0 | 25.1 | 9.0 | 12.3 | 5.5 | 11.9 | 12.5 | 10.6 |
| Treynor Ratio | NA | 0.3 | 0.29 | 0.19 | 0.07 | 0.13 | 0.11 | 0.25 | 0.11 | 0.2 | -0.28 | 0.17 | 0.26 | 0.34 | -0.13 | 0.29 | 0.11 | -0.05 | 0.22 |
| Alpha | NA | 0.03 | 0.02 | 0.0 | -0.01 | 0.0 | 0.0 | 0.02 | -0.02 | 0.0 | -0.02 | -0.02 | 0.01 | 0.01 | -0.02 | 0.02 | 0.0 | -0.02 | -0.02 |
| Beta | NA | 0.73 | 0.7 | 0.68 | 0.69 | 0.7 | 0.71 | 0.64 | 0.68 | 0.7 | 0.71 | 0.7 | 0.7 | 0.69 | 0.71 | 0.69 | 0.82 | 0.78 | 0.7 |
| RSquared | NA | 0.8 | 0.83 | 0.87 | 0.9 | 0.92 | 0.92 | 0.92 | 0.86 | 0.84 | 0.94 | 0.92 | 0.96 | 0.94 | 0.95 | 0.79 | 0.89 | 0.9 | 0.9 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 8.0 | 5.3 | 4.3 | 4.2 | 5.9 | 5.2 | 7.5 | 4.5 | 2.7 | 1.9 | 0.0 | 1.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | 61.2 | 39.4 | -20.4 | -25.4 | 27.4 | -17.6 | 46.3 | 97.0 | 51.4 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/2014
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