Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSFKX (State Street Target Retirement 2065 Fund Class K) | 11.71% | 26.99% | 18.75% | 8.92% | 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 |
|---|---|---|
| SSFKX (State Street Target Retirement 2065 Fund Class K) | 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 | 26.99 | 18.75 | 8.92 | NA | NA | NA | … | … | 11.71 | 21.10 | 12.72 | 19.45 | -19.14 | 14.40 | 45.12 |
| Sharpe Ratio | NA | 2.29 | 1.26 | 0.46 | NA | NA | NA | … | … | 2.07 | 1.23 | 0.84 | 1.39 | -1.03 | 1.30 | 3.61 |
| Standard Deviation(%) | NA | 11.22 | 12.73 | 14.20 | NA | NA | NA | … | … | 13.68 | 14.82 | 10.81 | 11.50 | 20.07 | 11.07 | 17.55 |
| Draw Down(%) | NA | 8.87 | 15.11 | 27.29 | NA | NA | NA | … | … | 8.87 | 15.11 | 7.03 | 11.99 | 26.28 | 5.34 | 6.80 |
| Yield(%) | 0.00 | 5.32 | 4.17 | 3.21 | 3.10 | 2.06 | 1.55 | … | … | 0.00 | 5.67 | 3.13 | 2.71 | 2.33 | 3.17 | 6.54 |
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 |
|---|---|---|---|---|
| SSFKX (State Street Target Retirement 2065 Fund Class K) |
1.68%
Apr 2021 – Apr 2024 |
7.54%
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 |
|---|---|---|---|---|
| SSFKX (State Street Target Retirement 2065 Fund Class K) |
19.99%
Sep 2022 – Sep 2025 |
11.78%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart