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SSFKX: State Street Target Retirement 2065 Fund Class K (MUTUAL FUND)
Basic Info 14.56 0.16(1.11%) May 03
Asset Class: | EQUITY |
MyPlanIQ Rating: | (18%) |
Start Date: | 03/31/2020 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 1.52% |
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 | Since 12/09/2020 |
2023 | 2022 | 2021 | 2020 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.3 | 4.3 | 17.1 | 2.3 | 5.1 | 19.5 | -19.1 | 14.4 | 45.1 |
Sharpe Ratio | NA | 0.58 | 1.15 | -0.04 | 0.76 | 1.33 | -1.03 | 1.3 | 3.61 |
Draw Down(%) | NA | 5.2 | 12.0 | 27.3 | 27.3 | 12.0 | 26.3 | 5.3 | 6.8 |
Standard Deviation(%) | NA | 10.0 | 10.8 | 14.6 | 15.1 | 11.5 | 20.0 | 11.0 | 17.5 |
Treynor Ratio | NA | 0.07 | 0.15 | -0.01 | 0.15 | 0.2 | -0.26 | 0.19 | 0.87 |
Alpha | NA | -0.03 | -0.02 | -0.02 | -0.01 | -0.01 | -0.02 | -0.01 | 0.03 |
Beta | NA | 0.78 | 0.81 | 0.77 | 0.76 | 0.77 | 0.78 | 0.74 | 0.73 |
RSquared | NA | 0.86 | 0.83 | 0.9 | 0.91 | 0.83 | 0.94 | 0.86 | 0.93 |
Yield(%) | N/A | 0.0 | 2.5 | 2.5 | N/A | 2.7 | 2.3 | 3.2 | 6.6 |
Dividend Growth(%) | N/A | -100.0 | -8.6 | N/A | N/A | -8.6 | -18.6 | -33.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/09/2020
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