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SSFKX: State Street Target Retirement 2065 Fund Class K (MUTUAL FUND)
Basic Info 19.75 0(0.0%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (15%) |
| Start Date: | 03/31/2020 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 5.38% |
| 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 | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 11.7 | 27.1 | 18.7 | 8.9 | 15.6 | 21.1 | 12.7 | 19.5 | -19.1 | 14.4 | 45.1 |
| Sharpe Ratio | NA | 2.01 | 2.18 | 1.22 | 0.45 | 0.93 | 1.23 | 0.84 | 1.39 | -1.03 | 1.3 | 3.61 |
| Draw Down(%) | NA | 8.9 | 8.9 | 15.1 | 27.3 | 27.3 | 15.1 | 7.0 | 12.0 | 26.3 | 5.3 | 6.8 |
| Standard Deviation(%) | NA | 13.4 | 11.2 | 12.7 | 14.2 | 14.5 | 14.8 | 10.8 | 11.5 | 20.1 | 11.1 | 17.6 |
| Treynor Ratio | NA | 0.32 | 0.3 | 0.2 | 0.08 | 0.18 | 0.24 | 0.12 | 0.21 | -0.26 | 0.19 | 0.98 |
| Alpha | NA | 0.04 | 0.02 | 0.01 | 0.0 | 0.0 | 0.03 | -0.02 | 0.0 | -0.02 | -0.02 | 0.05 |
| Beta | NA | 0.84 | 0.81 | 0.78 | 0.78 | 0.75 | 0.75 | 0.78 | 0.77 | 0.78 | 0.77 | 0.65 |
| RSquared | NA | 0.8 | 0.82 | 0.87 | 0.9 | 0.87 | 0.92 | 0.87 | 0.83 | 0.94 | 0.92 | 0.73 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | 5.7 | 3.1 | 2.7 | 2.3 | 3.2 | 6.5 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | 100.5 | 33.2 | -8.5 | -17.6 | -33.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/30/2020
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