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SSDJX: STATE STREET TARGET RETIREMENT 2050 FUND CLASS I (MUTUAL FUND)
Basic Info 14.4 0.17(1.19%) May 03
Asset Class: | EQUITY |
MyPlanIQ Rating: | (49%) |
Start Date: | 10/02/2014 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 4.66% |
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(%) | 1.3 | 4.2 | 16.9 | 1.8 | 8.3 | 7.6 | 19.2 | -19.3 | 13.2 | 19.7 | 25.8 | -8.1 | 21.3 | 9.3 | -2.6 | 3.6 |
Sharpe Ratio | NA | 0.54 | 1.13 | -0.08 | 0.37 | 0.46 | 1.31 | -1.03 | 1.19 | 0.71 | 2.47 | -0.72 | 3.56 | 0.74 | -0.21 | 1.45 |
Draw Down(%) | NA | 5.1 | 11.9 | 27.4 | 30.0 | 30.0 | 11.9 | 26.4 | 5.3 | 30.0 | 5.1 | 17.2 | 1.8 | 9.7 | 12.9 | 4.7 |
Standard Deviation(%) | NA | 9.9 | 10.7 | 14.6 | 17.4 | 14.8 | 11.5 | 20.1 | 11.1 | 27.4 | 9.8 | 13.1 | 5.8 | 12.4 | 12.7 | 10.8 |
Treynor Ratio | NA | 0.07 | 0.15 | -0.01 | 0.08 | 0.09 | 0.19 | -0.26 | 0.17 | 0.25 | 0.32 | -0.13 | 0.28 | 0.11 | -0.03 | 0.22 |
Alpha | NA | -0.03 | -0.02 | -0.02 | -0.01 | -0.01 | -0.01 | -0.02 | -0.02 | 0.01 | 0.01 | -0.02 | 0.02 | -0.01 | -0.01 | -0.02 |
Beta | NA | 0.77 | 0.8 | 0.78 | 0.77 | 0.77 | 0.78 | 0.78 | 0.76 | 0.77 | 0.76 | 0.76 | 0.74 | 0.86 | 0.79 | 0.71 |
RSquared | NA | 0.86 | 0.83 | 0.91 | 0.94 | 0.93 | 0.84 | 0.94 | 0.89 | 0.96 | 0.94 | 0.95 | 0.79 | 0.89 | 0.92 | 0.91 |
Yield(%) | N/A | 0.0 | 3.4 | 3.9 | 5.3 | N/A | 3.6 | 4.2 | 5.3 | 4.7 | 8.0 | 4.4 | 2.9 | 1.9 | 1.8 | 1.6 |
Dividend Growth(%) | N/A | -100.0 | -33.8 | N/A | N/A | N/A | -33.8 | -14.5 | 26.7 | -30.2 | 59.3 | 80.0 | 66.7 | 0.0 | 12.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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