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SSDDX: STATE STREET TARGET RETIREMENT 2045 FUND CLASS I (MUTUAL FUND)
Basic Info 18.33 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 | 7.14% |
| Expenses | 0.59% |
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Performance Analytics (As of 06/01/2026)
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 | 10.5 | 24.8 | 17.3 | 8.1 | 11.0 | 9.8 | 19.9 | 11.8 | 18.5 | -19.0 | 13.1 | 19.3 | 25.4 | -8.0 | 21.4 | 9.3 | -2.4 | 3.7 |
| Sharpe Ratio | NA | 1.97 | 2.25 | 1.24 | 0.42 | 0.66 | 0.6 | 1.26 | 0.81 | 1.36 | -1.06 | 1.22 | 0.71 | 2.48 | -0.72 | 3.66 | 0.74 | -0.19 | 1.46 |
| Draw Down(%) | NA | 8.4 | 8.4 | 13.7 | 26.8 | 29.2 | 29.2 | 13.7 | 6.4 | 11.4 | 25.9 | 5.0 | 29.2 | 5.0 | 17.0 | 1.8 | 9.6 | 12.9 | 4.8 |
| Standard Deviation(%) | NA | 12.7 | 10.3 | 11.8 | 13.4 | 14.3 | 14.1 | 13.6 | 10.1 | 11.0 | 19.2 | 10.7 | 26.8 | 9.7 | 13.1 | 5.7 | 12.3 | 12.8 | 10.7 |
| Treynor Ratio | NA | 0.29 | 0.29 | 0.2 | 0.08 | 0.13 | 0.11 | 0.25 | 0.11 | 0.2 | -0.27 | 0.17 | 0.25 | 0.32 | -0.12 | 0.29 | 0.11 | -0.03 | 0.22 |
| Alpha | NA | 0.01 | 0.01 | 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 | -0.01 | -0.01 | -0.02 |
| Beta | NA | 0.86 | 0.79 | 0.74 | 0.74 | 0.75 | 0.75 | 0.69 | 0.73 | 0.75 | 0.75 | 0.75 | 0.75 | 0.74 | 0.75 | 0.73 | 0.86 | 0.8 | 0.72 |
| RSquared | NA | 0.87 | 0.87 | 0.89 | 0.91 | 0.93 | 0.93 | 0.93 | 0.87 | 0.86 | 0.94 | 0.92 | 0.96 | 0.94 | 0.95 | 0.81 | 0.9 | 0.92 | 0.91 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 7.5 | 5.3 | 4.1 | 4.1 | 5.3 | 4.6 | 7.3 | 4.4 | 2.8 | 1.9 | 1.8 | 1.6 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | 53.1 | 46.7 | -24.0 | -15.5 | 30.4 | -25.4 | 46.8 | 84.9 | 63.5 | -1.1 | 11.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/2014
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