Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSDEX (STATE STREET TARGET RETIREMENT 2045 FUND CLASS K) | 10.59% | 24.98% | 17.64% | 8.33% | 11.09% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSDEX (STATE STREET TARGET RETIREMENT 2045 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 (%) | 0.54 | 24.98 | 17.64 | 8.33 | 11.09 | NA | NA | … | … | 10.59 | 20.18 | 11.97 | 18.59 | -18.84 | 13.91 | 19.30 | 25.49 | -7.94 | 21.45 | 9.31 | -2.40 | 3.70 |
| Sharpe Ratio | NA | 2.29 | 1.26 | 0.45 | 0.67 | NA | NA | … | … | 1.99 | 1.28 | 0.83 | 1.37 | -1.06 | 1.30 | 0.71 | 2.49 | -0.72 | 3.64 | 0.73 | -0.19 | 1.46 |
| Standard Deviation(%) | NA | 10.32 | 11.84 | 13.39 | 14.31 | NA | NA | … | … | 12.68 | 13.60 | 10.10 | 10.98 | 19.18 | 10.71 | 26.86 | 9.65 | 13.04 | 5.74 | 12.38 | 12.67 | 10.91 |
| Draw Down(%) | NA | 8.34 | 13.73 | 26.68 | 29.22 | NA | NA | … | … | 8.34 | 13.73 | 6.33 | 11.52 | 25.79 | 4.99 | 29.22 | 4.99 | 17.02 | 1.88 | 9.65 | 12.78 | 4.82 |
| Yield(%) | 0.00 | 7.11 | 6.01 | 4.83 | 6.21 | 4.46 | 3.34 | … | … | 0.00 | 7.57 | 5.40 | 4.17 | 4.20 | 5.58 | 4.62 | 7.38 | 4.37 | 2.80 | 1.88 | 1.79 | 1.69 |
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 |
|---|---|---|---|---|
| SSDEX (STATE STREET TARGET RETIREMENT 2045 FUND CLASS K) |
1.37%
Apr 2021 – Apr 2024 |
3.69%
Mar 2015 – Mar 2020 |
7.83%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSDEX (STATE STREET TARGET RETIREMENT 2045 FUND CLASS K) |
19.47%
Dec 2018 – Dec 2021 |
14.39%
Feb 2016 – Feb 2021 |
11.59%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
