Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSFNX (STATE STREET TARGET RETIREMENT FUND CLASS I) | 5.40% | 12.49% | 9.91% | 4.45% | 5.83% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSFNX (STATE STREET TARGET RETIREMENT FUND CLASS I) | 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 (%) | 0.08 | 12.49 | 9.91 | 4.45 | 5.83 | NA | NA | … | … | 5.40 | 11.42 | 7.05 | 10.73 | -12.21 | 6.87 | 10.16 | 13.99 | -2.50 | 8.92 | 5.27 | -0.39 | 1.10 |
| Sharpe Ratio | NA | 2.43 | 1.26 | 0.31 | 0.65 | NA | NA | … | … | 2.15 | 1.52 | 0.68 | 1.18 | -1.40 | 1.45 | 0.82 | 3.25 | -0.77 | 3.37 | 0.95 | -0.08 | 0.93 |
| Standard Deviation(%) | NA | 4.38 | 5.52 | 6.54 | 6.56 | NA | NA | … | … | 5.33 | 5.74 | 5.07 | 6.06 | 9.76 | 4.72 | 12.03 | 3.85 | 5.08 | 2.46 | 5.32 | 5.37 | 4.87 |
| Draw Down(%) | NA | 3.52 | 5.40 | 16.62 | 16.62 | NA | NA | … | … | 3.52 | 5.21 | 2.69 | 5.40 | 16.32 | 2.33 | 14.56 | 1.63 | 6.12 | 1.06 | 3.58 | 5.60 | 2.36 |
| Yield(%) | 0.00 | 4.95 | 5.48 | 4.85 | 4.46 | 3.19 | 2.39 | … | … | 0.00 | 5.14 | 5.87 | 5.52 | 4.28 | 6.73 | 1.74 | 3.71 | 4.10 | 2.88 | 1.92 | 2.00 | 0.40 |
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 |
|---|---|---|---|---|
| SSFNX (STATE STREET TARGET RETIREMENT FUND CLASS I) |
0.18%
Apr 2021 – Apr 2024 |
2.35%
Sep 2017 – Sep 2022 |
4.46%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSFNX (STATE STREET TARGET RETIREMENT FUND CLASS I) |
10.61%
Sep 2022 – Sep 2025 |
7.38%
Feb 2016 – Feb 2021 |
6.11%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart