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SSCJX: STATE STREET TARGET RETIREMENT 2035 FUND CLASS I (MUTUAL FUND)
Basic Info 13.33 0.11(0.83%) May 02
Asset Class: | EQUITY |
MyPlanIQ Rating: | (49%) |
Start Date: | 10/02/2014 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 4.61% |
Expenses | 0.59% |
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Performance Analytics (As of 05/02/2024)
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 | 2.1 | 12.2 | 0.9 | 7.0 | 6.6 | 16.7 | -18.1 | 11.4 | 18.0 | 23.6 | -6.9 | 19.6 | 8.6 | -2.0 | 3.4 |
Sharpe Ratio | NA | 0.28 | 0.96 | -0.13 | 0.36 | 0.48 | 1.28 | -1.15 | 1.23 | 0.77 | 2.66 | -0.71 | 3.74 | 0.77 | -0.17 | 1.48 |
Draw Down(%) | NA | 4.5 | 10.4 | 25.2 | 25.7 | 25.7 | 10.4 | 24.4 | 4.3 | 25.7 | 4.1 | 15.0 | 1.6 | 8.3 | 11.7 | 4.4 |
Standard Deviation(%) | NA | 8.5 | 9.3 | 12.4 | 14.6 | 12.7 | 9.8 | 17.0 | 9.2 | 23.0 | 8.3 | 11.5 | 5.1 | 11.0 | 11.6 | 9.9 |
Treynor Ratio | NA | 0.04 | 0.13 | -0.02 | 0.08 | 0.09 | 0.2 | -0.3 | 0.18 | 0.28 | 0.35 | -0.12 | 0.3 | 0.11 | -0.03 | 0.22 |
Alpha | NA | -0.03 | -0.02 | -0.02 | -0.01 | 0.0 | 0.0 | -0.03 | -0.02 | 0.01 | 0.01 | -0.02 | 0.02 | 0.0 | -0.01 | -0.01 |
Beta | NA | 0.64 | 0.67 | 0.65 | 0.64 | 0.66 | 0.63 | 0.66 | 0.63 | 0.64 | 0.64 | 0.66 | 0.63 | 0.76 | 0.73 | 0.66 |
RSquared | NA | 0.82 | 0.77 | 0.88 | 0.92 | 0.91 | 0.77 | 0.92 | 0.89 | 0.95 | 0.93 | 0.94 | 0.76 | 0.88 | 0.92 | 0.91 |
Yield(%) | N/A | 0.0 | 4.3 | 4.4 | 5.6 | N/A | 4.5 | 4.1 | 5.8 | 5.1 | 7.5 | 4.4 | 2.8 | 1.9 | 2.0 | 0.5 |
Dividend Growth(%) | N/A | -100.0 | -14.5 | N/A | N/A | N/A | -14.5 | -23.5 | 26.6 | -21.0 | 50.0 | 86.2 | 61.1 | -10.0 | 300.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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