Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSBWX (STATE STREET TARGET RETIREMENT 2030 FUND CLASS I) | 7.67% | 18.64% | 13.93% | 6.32% | 9.16% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSBWX (STATE STREET TARGET RETIREMENT 2030 FUND CLASS I) | 10/02/2014 | 06/05/2026 |
| 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 (%) | 0.00 | 18.64 | 13.93 | 6.32 | 9.16 | NA | NA | … | … | 7.67 | 15.93 | 9.77 | 15.66 | -17.16 | 10.75 | 17.28 | 22.56 | -6.24 | 18.27 | 8.11 | -1.83 | 3.32 |
| Sharpe Ratio | NA | 2.15 | 1.20 | 0.36 | 0.67 | NA | NA | … | … | 1.83 | 1.32 | 0.79 | 1.34 | -1.19 | 1.27 | 0.80 | 2.81 | -0.73 | 3.83 | 0.78 | -0.17 | 1.52 |
| Standard Deviation(%) | NA | 7.43 | 8.89 | 10.54 | 11.32 | NA | NA | … | … | 8.89 | 9.94 | 7.74 | 9.06 | 15.74 | 8.43 | 21.25 | 7.50 | 10.48 | 4.61 | 10.11 | 10.72 | 9.32 |
| Draw Down(%) | NA | 6.20 | 9.73 | 23.73 | 23.73 | NA | NA | … | … | 6.20 | 9.73 | 4.13 | 9.26 | 23.09 | 3.90 | 23.73 | 3.65 | 13.69 | 1.47 | 7.48 | 10.96 | 4.16 |
| Yield(%) | 0.00 | 7.12 | 6.31 | 5.18 | 6.20 | 4.44 | 3.33 | … | … | 0.00 | 7.50 | 6.42 | 4.55 | 4.54 | 6.48 | 5.47 | 7.65 | 4.65 | 2.73 | 1.89 | 2.03 | 0.70 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| SSBWX (STATE STREET TARGET RETIREMENT 2030 FUND CLASS I) |
0.64%
Apr 2021 – Apr 2024 |
3.83%
Sep 2017 – Sep 2022 |
6.79%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSBWX (STATE STREET TARGET RETIREMENT 2030 FUND CLASS I) |
16.76%
Dec 2018 – Dec 2021 |
12.48%
Feb 2016 – Feb 2021 |
9.66%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart