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SSDYX: STATE STREET TARGET RETIREMENT 2060 FUND CLASS K (MUTUAL FUND)
Basic Info 20.35 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 | 5.01% |
| 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 | 11.8 | 27.2 | 18.7 | 9.0 | 11.6 | 10.3 | 21.3 | 12.6 | 19.5 | -19.1 | 14.3 | 19.6 | 25.9 | -8.1 | 21.6 | 9.0 | -2.5 | 3.7 |
| Sharpe Ratio | NA | 2.06 | 2.29 | 1.26 | 0.46 | 0.67 | 0.61 | 1.24 | 0.85 | 1.38 | -1.02 | 1.29 | 0.7 | 2.49 | -0.73 | 3.64 | 0.7 | -0.2 | 1.48 |
| Draw Down(%) | NA | 8.9 | 8.9 | 15.0 | 27.3 | 29.8 | 29.8 | 15.0 | 6.6 | 12.0 | 26.3 | 5.3 | 29.8 | 5.0 | 17.1 | 1.8 | 10.1 | 12.9 | 4.8 |
| Standard Deviation(%) | NA | 13.7 | 11.2 | 12.7 | 14.2 | 14.9 | 14.6 | 14.9 | 10.6 | 11.6 | 20.2 | 11.1 | 27.7 | 9.8 | 13.0 | 5.8 | 12.6 | 12.8 | 10.8 |
| Treynor Ratio | NA | 0.3 | 0.3 | 0.21 | 0.08 | 0.13 | 0.11 | 0.24 | 0.13 | 0.2 | -0.26 | 0.18 | 0.25 | 0.32 | -0.13 | 0.29 | 0.1 | -0.03 | 0.22 |
| Alpha | NA | 0.01 | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.03 | -0.02 | -0.01 | -0.02 | -0.02 | 0.01 | 0.01 | -0.02 | 0.02 | -0.01 | -0.01 | -0.02 |
| Beta | NA | 0.93 | 0.86 | 0.78 | 0.78 | 0.77 | 0.78 | 0.76 | 0.72 | 0.8 | 0.79 | 0.77 | 0.77 | 0.75 | 0.75 | 0.74 | 0.88 | 0.8 | 0.72 |
| RSquared | NA | 0.88 | 0.88 | 0.87 | 0.9 | 0.93 | 0.92 | 0.93 | 0.77 | 0.87 | 0.94 | 0.92 | 0.96 | 0.94 | 0.95 | 0.81 | 0.9 | 0.92 | 0.92 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 5.3 | 4.6 | 3.3 | 3.4 | 4.7 | 2.4 | 4.0 | 5.5 | 3.4 | 2.9 | 3.1 | 1.7 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | 24.8 | 61.6 | -23.9 | -21.4 | 129.0 | -26.5 | -38.0 | 91.8 | 25.2 | -11.0 | 85.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/2014
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