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SSDOX: STATE STREET TARGET RETIREMENT 2055 FUND CLASS I (MUTUAL FUND)
Basic Info 14.67 0.16(1.10%) May 02
Asset Class: | EQUITY |
MyPlanIQ Rating: | (49%) |
Start Date: | 10/02/2014 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 4.23% |
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(%) | 1.0 | 3.0 | 15.5 | 1.5 | 8.1 | 7.4 | 19.3 | -19.3 | 13.4 | 19.6 | 25.6 | -7.9 | 21.6 | 9.3 | -2.6 | 3.6 |
Sharpe Ratio | NA | 0.56 | 1.15 | -0.07 | 0.37 | 0.46 | 1.31 | -1.03 | 1.2 | 0.7 | 2.47 | -0.7 | 3.7 | 0.74 | -0.21 | 1.46 |
Draw Down(%) | NA | 5.2 | 12.0 | 27.4 | 29.8 | 29.8 | 12.0 | 26.4 | 5.3 | 29.8 | 5.1 | 17.1 | 1.8 | 9.7 | 12.8 | 4.8 |
Standard Deviation(%) | NA | 9.9 | 10.8 | 14.6 | 17.4 | 14.8 | 11.5 | 20.1 | 11.1 | 27.6 | 9.8 | 13.1 | 5.7 | 12.4 | 12.7 | 10.7 |
Treynor Ratio | NA | 0.07 | 0.15 | -0.01 | 0.08 | 0.09 | 0.19 | -0.26 | 0.17 | 0.25 | 0.32 | -0.12 | 0.29 | 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 | 0.81 | 0.78 | 0.77 | 0.78 | 0.78 | 0.78 | 0.77 | 0.77 | 0.75 | 0.76 | 0.73 | 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 | 0.95 | 0.95 | 0.81 | 0.89 | 0.92 | 0.91 |
Yield(%) | N/A | 0.0 | 3.3 | 3.7 | 4.8 | N/A | 3.5 | 3.8 | 4.8 | 3.5 | 7.1 | 4.7 | 2.9 | 1.9 | 2.0 | 1.6 |
Dividend Growth(%) | N/A | -100.0 | -29.5 | N/A | N/A | N/A | -29.5 | -12.9 | 55.6 | -40.8 | 31.0 | 93.3 | 66.7 | -10.0 | 25.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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