Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSFJX (State Street Target Retirement 2065 Fund Class I) | 11.59% | 26.79% | 18.62% | 8.74% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/31/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSFJX (State Street Target Retirement 2065 Fund Class I) | 03/31/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.61 | 26.79 | 18.62 | 8.74 | NA | NA | NA | … | … | 11.59 | 20.97 | 12.65 | 19.21 | -19.30 | 14.17 | 44.92 |
| Sharpe Ratio | NA | 2.26 | 1.25 | 0.45 | NA | NA | NA | … | … | 2.04 | 1.22 | 0.83 | 1.36 | -1.04 | 1.28 | 3.59 |
| Standard Deviation(%) | NA | 11.24 | 12.74 | 14.22 | NA | NA | NA | … | … | 13.71 | 14.86 | 10.82 | 11.52 | 20.09 | 11.08 | 17.58 |
| Draw Down(%) | NA | 8.93 | 15.16 | 27.43 | NA | NA | NA | … | … | 8.93 | 15.16 | 7.04 | 12.00 | 26.36 | 5.35 | 6.88 |
| Yield(%) | 0.00 | 5.21 | 4.00 | 3.04 | 2.95 | 1.97 | 1.48 | … | … | 0.00 | 5.55 | 2.98 | 2.47 | 2.17 | 2.94 | 6.35 |
Data as of 06/04/2026, Common starting date is 03/31/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSFJX (State Street Target Retirement 2065 Fund Class I) |
1.45%
Apr 2021 – Apr 2024 |
7.36%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSFJX (State Street Target Retirement 2065 Fund Class I) |
19.85%
Sep 2022 – Sep 2025 |
11.61%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart