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SSDYX: STATE STREET TARGET RETIREMENT 2060 FUND CLASS K (MUTUAL FUND)
Basic Info 15.13 0.17(1.14%) May 03
Asset Class: | EQUITY |
MyPlanIQ Rating: | (49%) |
Start Date: | 10/02/2014 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 3.68% |
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 | 4.3 | 17.2 | 2.3 | 8.6 | 7.9 | 19.5 | -19.1 | 14.3 | 19.6 | 25.9 | -8.1 | 21.6 | 9.0 | -2.5 | 3.7 |
Sharpe Ratio | NA | 0.56 | 1.15 | -0.04 | 0.38 | 0.47 | 1.33 | -1.02 | 1.29 | 0.7 | 2.5 | -0.73 | 3.64 | 0.7 | -0.2 | 1.48 |
Draw Down(%) | NA | 5.2 | 12.0 | 27.3 | 29.8 | 29.8 | 12.0 | 26.3 | 5.3 | 29.8 | 5.0 | 17.1 | 1.8 | 10.1 | 12.9 | 4.8 |
Standard Deviation(%) | NA | 10.0 | 10.8 | 14.6 | 17.4 | 14.8 | 11.6 | 20.2 | 11.1 | 27.6 | 9.8 | 13.0 | 5.8 | 12.6 | 12.8 | 10.8 |
Treynor Ratio | NA | 0.07 | 0.15 | -0.01 | 0.09 | 0.09 | 0.2 | -0.26 | 0.19 | 0.25 | 0.33 | -0.13 | 0.29 | 0.1 | -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 | -0.01 |
Beta | NA | 0.78 | 0.81 | 0.78 | 0.77 | 0.78 | 0.78 | 0.78 | 0.76 | 0.77 | 0.75 | 0.75 | 0.73 | 0.88 | 0.8 | 0.71 |
RSquared | NA | 0.86 | 0.83 | 0.91 | 0.94 | 0.93 | 0.84 | 0.94 | 0.9 | 0.96 | 0.94 | 0.95 | 0.8 | 0.9 | 0.92 | 0.91 |
Yield(%) | N/A | 0.0 | 3.1 | 3.5 | 4.0 | N/A | 3.3 | 3.4 | 4.7 | 2.4 | 4.0 | 5.5 | 3.4 | 2.9 | 3.1 | 1.7 |
Dividend Growth(%) | N/A | -100.0 | -24.1 | N/A | N/A | N/A | -24.1 | -21.7 | 130.0 | -26.8 | -37.9 | 94.1 | 25.9 | -12.9 | 82.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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