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SSBWX: STATE STREET TARGET RETIREMENT 2030 FUND CLASS I (MUTUAL FUND)
Basic Info 12.66 0.11(0.88%) May 02
Asset Class: | EQUITY |
MyPlanIQ Rating: | (49%) |
Start Date: | 10/02/2014 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 5.06% |
Expenses | 0.59% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.9 | 1.9 | 11.2 | 0.9 | 6.7 | 6.4 | 15.7 | -17.2 | 10.8 | 17.3 | 22.6 | -6.2 | 18.3 | 8.1 | -1.8 | 3.3 |
Sharpe Ratio | NA | 0.19 | 0.93 | -0.14 | 0.37 | 0.49 | 1.27 | -1.18 | 1.27 | 0.8 | 2.82 | -0.72 | 3.84 | 0.78 | -0.17 | 1.52 |
Draw Down(%) | NA | 4.0 | 9.3 | 23.7 | 23.7 | 23.7 | 9.3 | 23.1 | 3.9 | 23.7 | 3.6 | 13.7 | 1.5 | 7.5 | 11.0 | 4.2 |
Standard Deviation(%) | NA | 7.6 | 8.4 | 11.4 | 13.5 | 11.6 | 9.0 | 15.7 | 8.4 | 21.2 | 7.5 | 10.5 | 4.6 | 10.1 | 10.7 | 9.3 |
Treynor Ratio | NA | 0.02 | 0.13 | -0.03 | 0.09 | 0.1 | 0.2 | -0.31 | 0.19 | 0.29 | 0.37 | -0.13 | 0.32 | 0.11 | -0.03 | 0.23 |
Alpha | NA | -0.03 | -0.02 | -0.02 | -0.01 | 0.0 | 0.0 | -0.03 | -0.01 | 0.01 | 0.02 | -0.02 | 0.02 | 0.0 | -0.01 | -0.01 |
Beta | NA | 0.57 | 0.6 | 0.59 | 0.59 | 0.6 | 0.58 | 0.61 | 0.58 | 0.59 | 0.57 | 0.6 | 0.56 | 0.7 | 0.67 | 0.61 |
RSquared | NA | 0.8 | 0.75 | 0.87 | 0.91 | 0.91 | 0.75 | 0.92 | 0.89 | 0.95 | 0.92 | 0.94 | 0.73 | 0.87 | 0.91 | 0.9 |
Yield(%) | N/A | 0.0 | 4.3 | 4.7 | 5.9 | N/A | 4.5 | 4.6 | 6.5 | 5.5 | 7.7 | 4.7 | 2.7 | 1.9 | 2.1 | 0.7 |
Dividend Growth(%) | N/A | -100.0 | -21.5 | N/A | N/A | N/A | -21.5 | -26.1 | 29.4 | -17.1 | 46.4 | 100.0 | 55.6 | -14.3 | 200.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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