Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSBOX (STATE STREET TARGET RETIREMENT 2020 FUND CLASS K) | NA | 0.17% | 7.96% | 4.84% | 6.09% | NA | NA | … | … |
Data as of 09/23/2025, Common starting date is 10/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSBOX (STATE STREET TARGET RETIREMENT 2020 FUND CLASS K) | 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 | 0.17 | 7.96 | 4.84 | 6.09 | NA | NA | … | … | 1.52 | 7.48 | 11.55 | -13.31 | 9.55 | 11.69 | 17.54 | -4.16 | 13.38 | 7.46 | -1.56 | 2.50 |
| Sharpe Ratio | NA | -0.81 | 0.72 | 0.38 | 0.56 | NA | NA | … | … | -0.30 | 0.73 | 1.24 | -1.34 | 1.65 | 0.71 | 3.04 | -0.74 | 3.65 | 0.90 | -0.19 | 1.41 |
| Standard Deviation(%) | NA | 3.55 | 6.28 | 7.01 | 8.17 | NA | NA | … | … | 2.98 | 5.26 | 6.42 | 11.04 | 5.77 | 15.97 | 5.29 | 7.50 | 3.49 | 8.01 | 8.43 | 7.48 |
| Draw Down(%) | NA | 2.91 | 5.89 | 18.10 | 19.13 | NA | NA | … | … | 1.83 | 2.84 | 5.89 | 17.91 | 2.68 | 19.13 | 2.42 | 9.49 | 1.31 | 5.75 | 9.07 | 3.50 |
| Yield(%) | 0.00 | 7.78 | 7.18 | 6.26 | 5.78 | 3.82 | 2.87 | … | … | 1.14 | 7.35 | 5.87 | 6.12 | 7.29 | 4.27 | 6.86 | 5.06 | 3.05 | 1.93 | 2.30 | 0.38 |
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 |
|---|---|---|---|---|
| SSBOX (STATE STREET TARGET RETIREMENT 2020 FUND CLASS K) |
0.54%
Apr 2021 – Apr 2024 |
3.28%
Sep 2017 – Sep 2022 |
5.39%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSBOX (STATE STREET TARGET RETIREMENT 2020 FUND CLASS K) |
12.88%
Dec 2018 – Dec 2021 |
9.59%
Feb 2016 – Feb 2021 |
5.93%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart