Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSBNX (STATE STREET TARGET RETIREMENT 2020 FUND CLASS I) | NA | 0.01% | 7.80% | 4.58% | 5.94% | NA | NA | … | … |
Data as of 09/23/2025, Common starting date is 10/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSBNX (STATE STREET TARGET RETIREMENT 2020 FUND CLASS I) | 10/02/2014 | 09/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.01 | 7.80 | 4.58 | 5.94 | NA | NA | … | … | 1.42 | 7.38 | 11.39 | -13.50 | 8.79 | 11.58 | 17.53 | -4.17 | 13.38 | 7.34 | -1.56 | 2.55 |
| Sharpe Ratio | NA | -0.86 | 0.70 | 0.34 | 0.54 | NA | NA | … | … | -0.35 | 0.72 | 1.19 | -1.36 | 1.52 | 0.71 | 3.02 | -0.74 | 3.60 | 0.88 | -0.19 | 1.45 |
| Standard Deviation(%) | NA | 3.54 | 6.29 | 7.02 | 8.19 | NA | NA | … | … | 2.94 | 5.24 | 6.54 | 11.02 | 5.78 | 15.96 | 5.31 | 7.50 | 3.55 | 8.08 | 8.46 | 7.42 |
| Draw Down(%) | NA | 2.98 | 5.93 | 18.15 | 19.14 | NA | NA | … | … | 1.84 | 2.77 | 5.93 | 17.93 | 2.70 | 19.14 | 2.42 | 9.57 | 1.31 | 5.74 | 9.07 | 3.50 |
| Yield(%) | 0.00 | 7.67 | 7.08 | 6.13 | 5.68 | 3.76 | 2.82 | … | … | 1.13 | 7.25 | 5.78 | 6.05 | 7.01 | 4.26 | 6.84 | 5.05 | 3.05 | 1.93 | 2.30 | 0.33 |
Data as of 09/23/2025, Common starting date is 10/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSBNX (STATE STREET TARGET RETIREMENT 2020 FUND CLASS I) |
0.24%
Apr 2021 – Apr 2024 |
3.08%
Sep 2017 – Sep 2022 |
5.24%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSBNX (STATE STREET TARGET RETIREMENT 2020 FUND CLASS I) |
12.57%
Dec 2018 – Dec 2021 |
9.54%
Feb 2016 – Feb 2021 |
5.79%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart