Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSBYX (STATE STREET TARGET RETIREMENT 2030 FUND CLASS K) | 7.68% | 18.65% | 14.15% | 6.55% | 9.30% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSBYX (STATE STREET TARGET RETIREMENT 2030 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 (%) | 0.26 | 18.65 | 14.15 | 6.55 | 9.30 | NA | NA | … | … | 7.68 | 16.15 | 9.95 | 15.77 | -17.05 | 11.44 | 17.28 | 22.52 | -6.22 | 18.35 | 8.21 | -1.83 | 3.37 |
| Sharpe Ratio | NA | 2.30 | 1.27 | 0.40 | 0.68 | NA | NA | … | … | 1.93 | 1.33 | 0.81 | 1.36 | -1.18 | 1.36 | 0.80 | 2.77 | -0.73 | 3.80 | 0.78 | -0.17 | 1.57 |
| Standard Deviation(%) | NA | 7.45 | 8.97 | 10.56 | 11.34 | NA | NA | … | … | 9.09 | 9.99 | 7.85 | 9.02 | 15.72 | 8.42 | 21.22 | 7.60 | 10.52 | 4.68 | 10.21 | 10.65 | 9.20 |
| Draw Down(%) | NA | 6.15 | 9.74 | 23.66 | 23.78 | NA | NA | … | … | 6.15 | 9.74 | 4.25 | 9.28 | 23.10 | 3.88 | 23.78 | 3.64 | 13.75 | 1.47 | 7.48 | 10.96 | 4.06 |
| Yield(%) | 0.00 | 7.15 | 6.40 | 5.30 | 6.29 | 4.51 | 3.38 | … | … | 0.00 | 7.54 | 6.54 | 4.65 | 4.60 | 6.73 | 5.49 | 7.64 | 4.65 | 2.73 | 1.89 | 2.03 | 0.75 |
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 |
|---|---|---|---|---|
| SSBYX (STATE STREET TARGET RETIREMENT 2030 FUND CLASS K) |
0.90%
Apr 2021 – Apr 2024 |
3.95%
Sep 2017 – Sep 2022 |
6.92%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSBYX (STATE STREET TARGET RETIREMENT 2030 FUND CLASS K) |
16.99%
Dec 2018 – Dec 2021 |
12.53%
Feb 2016 – Feb 2021 |
9.81%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart