Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSCQX (STATE STREET TARGET RETIREMENT 2040 FUND CLASS K) | 9.81% | 23.40% | 16.68% | 7.84% | 10.61% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSCQX (STATE STREET TARGET RETIREMENT 2040 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 (%) | 0.46 | 23.40 | 16.68 | 7.84 | 10.61 | NA | NA | … | … | 9.81 | 19.21 | 11.37 | 17.86 | -18.50 | 13.22 | 18.82 | 24.75 | -7.52 | 20.68 | 8.89 | -4.05 | 3.63 |
| Sharpe Ratio | NA | 2.27 | 1.25 | 0.43 | 0.67 | NA | NA | … | … | 1.94 | 1.29 | 0.81 | 1.37 | -1.10 | 1.32 | 0.74 | 2.58 | -0.73 | 3.67 | 0.73 | -0.33 | 1.47 |
| Standard Deviation(%) | NA | 9.64 | 11.11 | 12.64 | 13.45 | NA | NA | … | … | 11.89 | 12.67 | 9.53 | 10.46 | 18.23 | 10.00 | 25.05 | 9.02 | 12.30 | 5.49 | 11.87 | 12.48 | 10.56 |
| Draw Down(%) | NA | 7.89 | 12.75 | 26.00 | 27.47 | NA | NA | … | … | 7.89 | 12.75 | 5.76 | 10.98 | 25.23 | 4.62 | 27.47 | 4.60 | 16.04 | 1.71 | 9.16 | 12.50 | 4.73 |
| Yield(%) | 0.00 | 7.55 | 6.19 | 5.02 | 6.34 | 4.40 | 3.30 | … | … | 0.00 | 8.01 | 5.40 | 4.36 | 4.21 | 6.23 | 5.24 | 7.50 | 4.49 | 2.68 | 1.93 | 0.00 | 1.00 |
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 |
|---|---|---|---|---|
| SSCQX (STATE STREET TARGET RETIREMENT 2040 FUND CLASS K) |
1.21%
Apr 2021 – Apr 2024 |
3.45%
Mar 2015 – Mar 2020 |
7.36%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSCQX (STATE STREET TARGET RETIREMENT 2040 FUND CLASS K) |
18.84%
Dec 2018 – Dec 2021 |
13.90%
Feb 2016 – Feb 2021 |
11.10%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart