Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSDLX (STATE STREET TARGET RETIREMENT 2050 FUND CLASS K) | 11.33% | 26.29% | 18.49% | 8.78% | 11.42% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSDLX (STATE STREET TARGET RETIREMENT 2050 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 (%) | 0.63 | 26.29 | 18.49 | 8.78 | 11.42 | NA | NA | … | … | 11.33 | 20.92 | 12.52 | 19.38 | -19.15 | 14.37 | 19.79 | 25.82 | -8.13 | 21.43 | 9.35 | -2.71 | 3.69 |
| Sharpe Ratio | NA | 2.30 | 1.26 | 0.45 | 0.67 | NA | NA | … | … | 2.05 | 1.25 | 0.84 | 1.38 | -1.03 | 1.28 | 0.70 | 2.46 | -0.73 | 3.59 | 0.74 | -0.22 | 1.47 |
| Standard Deviation(%) | NA | 10.85 | 12.49 | 14.09 | 14.84 | NA | NA | … | … | 13.23 | 14.48 | 10.65 | 11.49 | 20.14 | 11.17 | 27.70 | 9.88 | 13.15 | 5.81 | 12.35 | 12.65 | 10.80 |
| Draw Down(%) | NA | 8.67 | 14.66 | 27.27 | 29.95 | NA | NA | … | … | 8.67 | 14.66 | 6.85 | 11.95 | 26.33 | 5.29 | 29.95 | 5.09 | 17.17 | 1.88 | 9.57 | 12.81 | 4.82 |
| Yield(%) | 0.00 | 6.50 | 5.59 | 4.62 | 6.15 | 4.40 | 3.30 | … | … | 0.00 | 6.93 | 5.13 | 3.72 | 4.25 | 5.58 | 4.72 | 8.06 | 4.40 | 2.91 | 1.89 | 1.78 | 1.68 |
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 |
|---|---|---|---|---|
| SSDLX (STATE STREET TARGET RETIREMENT 2050 FUND CLASS K) |
1.58%
Apr 2021 – Apr 2024 |
3.54%
Mar 2015 – Mar 2020 |
7.99%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSDLX (STATE STREET TARGET RETIREMENT 2050 FUND CLASS K) |
19.90%
Dec 2018 – Dec 2021 |
14.58%
Oct 2016 – Oct 2021 |
11.86%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
