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SSDJX: STATE STREET TARGET RETIREMENT 2050 FUND CLASS I (MUTUAL FUND)
Basic Info 18.8 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 | 6.54% |
| 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 | 11.2 | 26.1 | 18.2 | 8.5 | 11.3 | 10.0 | 20.7 | 12.4 | 19.2 | -19.3 | 13.2 | 19.7 | 25.8 | -8.1 | 21.3 | 9.3 | -2.6 | 3.6 |
| Sharpe Ratio | NA | 2.02 | 2.26 | 1.25 | 0.43 | 0.65 | 0.59 | 1.24 | 0.82 | 1.36 | -1.03 | 1.18 | 0.7 | 2.47 | -0.73 | 3.55 | 0.74 | -0.21 | 1.45 |
| Draw Down(%) | NA | 8.7 | 8.7 | 14.7 | 27.4 | 30.0 | 30.0 | 14.7 | 6.9 | 11.9 | 26.4 | 5.3 | 30.0 | 5.1 | 17.2 | 1.8 | 9.7 | 12.9 | 4.7 |
| Standard Deviation(%) | NA | 13.3 | 10.9 | 12.5 | 14.1 | 14.8 | 14.5 | 14.5 | 10.7 | 11.5 | 20.1 | 11.1 | 27.6 | 9.8 | 13.1 | 5.8 | 12.4 | 12.7 | 10.8 |
| Treynor Ratio | NA | 0.3 | 0.29 | 0.2 | 0.08 | 0.12 | 0.11 | 0.24 | 0.11 | 0.2 | -0.26 | 0.17 | 0.25 | 0.32 | -0.13 | 0.28 | 0.11 | -0.03 | 0.22 |
| Alpha | NA | 0.01 | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.02 | -0.02 | -0.01 | -0.02 | -0.02 | 0.01 | 0.01 | -0.02 | 0.02 | -0.01 | -0.01 | -0.02 |
| Beta | NA | 0.9 | 0.84 | 0.78 | 0.78 | 0.77 | 0.78 | 0.74 | 0.77 | 0.79 | 0.78 | 0.77 | 0.77 | 0.76 | 0.76 | 0.74 | 0.86 | 0.79 | 0.72 |
| RSquared | NA | 0.87 | 0.88 | 0.89 | 0.91 | 0.93 | 0.93 | 0.93 | 0.88 | 0.87 | 0.94 | 0.92 | 0.96 | 0.94 | 0.95 | 0.8 | 0.89 | 0.92 | 0.92 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 6.9 | 5.0 | 3.6 | 4.2 | 5.3 | 4.7 | 8.0 | 4.4 | 2.9 | 1.9 | 1.8 | 1.6 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | 48.7 | 58.9 | -33.8 | -14.1 | 27.3 | -30.1 | 58.4 | 78.9 | 68.7 | 0.0 | 11.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/2014
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