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SSCNX: STATE STREET TARGET RETIREMENT 2040 FUND CLASS I (MUTUAL FUND)
Basic Info 13.63 0.12(0.89%) May 02
Asset Class: | EQUITY |
MyPlanIQ Rating: | (49%) |
Start Date: | 10/02/2014 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 4.64% |
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 | 2.4 | 13.3 | 1.0 | 7.3 | 6.9 | 17.7 | -18.6 | 11.8 | 18.7 | 24.7 | -7.5 | 20.6 | 9.0 | -4.1 | 3.6 |
Sharpe Ratio | NA | 0.39 | 1.03 | -0.12 | 0.36 | 0.45 | 1.31 | -1.1 | 1.18 | 0.73 | 2.59 | -0.71 | 3.66 | 0.74 | -0.33 | 1.45 |
Draw Down(%) | NA | 4.8 | 11.0 | 26.1 | 27.5 | 27.5 | 11.0 | 25.2 | 4.6 | 27.5 | 4.6 | 16.0 | 1.7 | 9.1 | 12.4 | 4.7 |
Standard Deviation(%) | NA | 9.0 | 9.7 | 13.2 | 15.8 | 13.7 | 10.3 | 18.2 | 10.0 | 25.0 | 9.0 | 12.3 | 5.5 | 11.9 | 12.5 | 10.6 |
Treynor Ratio | NA | 0.05 | 0.14 | -0.02 | 0.08 | 0.09 | 0.2 | -0.28 | 0.17 | 0.26 | 0.34 | -0.12 | 0.29 | 0.11 | -0.05 | 0.22 |
Alpha | NA | -0.03 | -0.02 | -0.02 | -0.01 | -0.01 | 0.0 | -0.02 | -0.02 | 0.01 | 0.01 | -0.02 | 0.02 | 0.0 | -0.02 | -0.01 |
Beta | NA | 0.69 | 0.71 | 0.7 | 0.7 | 0.71 | 0.68 | 0.71 | 0.69 | 0.7 | 0.69 | 0.71 | 0.69 | 0.82 | 0.78 | 0.7 |
RSquared | NA | 0.84 | 0.78 | 0.89 | 0.93 | 0.92 | 0.79 | 0.93 | 0.89 | 0.96 | 0.94 | 0.95 | 0.79 | 0.89 | 0.9 | 0.89 |
Yield(%) | N/A | 0.0 | 4.0 | 4.3 | 5.6 | N/A | 4.3 | 4.1 | 6.0 | 5.2 | 7.4 | 4.5 | 2.7 | 1.9 | 0.0 | 0.9 |
Dividend Growth(%) | N/A | -100.0 | -20.6 | N/A | N/A | N/A | -20.6 | -25.9 | 28.8 | -17.5 | 45.5 | 96.4 | 55.6 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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