Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSBRX (STATE STREET TARGET RETIREMENT 2025 FUND CLASS I) | 4.68% | 12.87% | 11.01% | 4.88% | 7.96% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSBRX (STATE STREET TARGET RETIREMENT 2025 FUND CLASS I) | 10/02/2014 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.64 | 12.87 | 11.01 | 4.88 | 7.96 | NA | NA | … | … | 4.68 | 12.93 | 8.74 | 13.60 | -15.51 | 10.03 | 14.68 | 20.76 | -5.48 | 16.55 | 8.01 | -1.86 | 3.03 |
| Sharpe Ratio | NA | 2.33 | 1.22 | 0.32 | 0.66 | NA | NA | … | … | 2.05 | 1.32 | 0.79 | 1.30 | -1.26 | 1.39 | 0.76 | 2.91 | -0.74 | 3.71 | 0.84 | -0.19 | 1.52 |
| Standard Deviation(%) | NA | 5.48 | 7.11 | 8.77 | 9.81 | NA | NA | … | … | 6.49 | 7.62 | 6.51 | 7.74 | 13.48 | 7.22 | 18.88 | 6.63 | 9.38 | 4.30 | 9.30 | 9.72 | 8.44 |
| Draw Down(%) | NA | 4.44 | 7.48 | 21.13 | 21.96 | NA | NA | … | … | 4.44 | 7.36 | 3.33 | 7.48 | 20.74 | 3.29 | 21.96 | 3.15 | 12.17 | 1.39 | 6.67 | 10.31 | 3.88 |
| Yield(%) | 0.00 | 6.17 | 6.10 | 5.25 | 6.04 | 4.31 | 3.23 | … | … | 0.00 | 6.47 | 6.84 | 4.98 | 5.24 | 6.68 | 5.16 | 7.45 | 4.79 | 2.87 | 1.97 | 2.28 | 0.40 |
Data as of 06/10/2026, Common starting date is 10/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSBRX (STATE STREET TARGET RETIREMENT 2025 FUND CLASS I) |
0.45%
Apr 2021 – Apr 2024 |
3.62%
Sep 2017 – Sep 2022 |
6.17%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSBRX (STATE STREET TARGET RETIREMENT 2025 FUND CLASS I) |
15.07%
Dec 2018 – Dec 2021 |
11.36%
Feb 2016 – Feb 2021 |
8.61%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart