Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSBSX (STATE STREET TARGET RETIREMENT 2025 FUND CLASS K) | 6.66% | 15.49% | 12.15% | 5.61% | 8.27% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSBSX (STATE STREET TARGET RETIREMENT 2025 FUND CLASS K) | 10/02/2014 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.15 | 15.49 | 12.15 | 5.61 | 8.27 | NA | NA | … | … | 6.66 | 13.16 | 8.89 | 13.70 | -15.38 | 10.81 | 14.87 | 20.64 | -5.38 | 16.53 | 8.00 | -1.77 | 3.08 |
| Sharpe Ratio | NA | 2.48 | 1.30 | 0.37 | 0.68 | NA | NA | … | … | 2.23 | 1.35 | 0.81 | 1.31 | -1.25 | 1.50 | 0.77 | 2.87 | -0.73 | 3.72 | 0.84 | -0.19 | 1.55 |
| Standard Deviation(%) | NA | 5.55 | 7.16 | 8.78 | 9.84 | NA | NA | … | … | 6.64 | 7.65 | 6.54 | 7.75 | 13.45 | 7.18 | 19.02 | 6.67 | 9.34 | 4.28 | 9.28 | 9.64 | 8.44 |
| Draw Down(%) | NA | 4.39 | 7.42 | 21.02 | 22.00 | NA | NA | … | … | 4.39 | 7.37 | 3.46 | 7.42 | 20.66 | 3.29 | 22.00 | 3.06 | 12.08 | 1.48 | 6.77 | 10.31 | 3.78 |
| Yield(%) | 0.00 | 6.22 | 6.22 | 5.38 | 6.11 | 4.37 | 3.28 | … | … | 0.00 | 6.51 | 6.92 | 5.06 | 5.29 | 6.95 | 5.18 | 7.46 | 4.79 | 2.87 | 1.97 | 2.28 | 0.45 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| SSBSX (STATE STREET TARGET RETIREMENT 2025 FUND CLASS K) |
0.74%
Apr 2021 – Apr 2024 |
3.82%
Sep 2017 – Sep 2022 |
6.32%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSBSX (STATE STREET TARGET RETIREMENT 2025 FUND CLASS K) |
15.37%
Dec 2018 – Dec 2021 |
11.39%
Feb 2016 – Feb 2021 |
8.78%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
