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State Street Target Retirement 2020 I (SSBNX)

10.55 0.00 (0.00%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.19%
5y Average Return 4.67%
Number of Years Up 6
Number of Years Down 3
Best 1Y Total Return (Apr 17, 2024) 17.53%
Worst 1Y Total Return (Apr 17, 2024) --
Best 3Y Total Return 17.53%
Worst 3Y Total Return 1.59%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SSBNX
Category
YTD
2.46%
5.78%
1-Month
1.59%
0.81%
3-Month
2.46%
4.21%
1-Year
9.41%
18.91%
3-Year
1.84%
9.48%
5-Year
5.43%
8.82%
10-Year
0.00%
7.36%
Last Bull Market
17.57%
14.92%
Last Bear Market
-9.01%
-12.14%

Annual Total Return (%) History

Year
SSBNX
Category
2024
--
--
2023
11.37%
--
2022
-13.46%
--
2021
8.79%
--
2020
11.57%
10.79%
2019
17.53%
16.14%
2018
-4.17%
-4.49%
2017
13.38%
12.46%

2016
7.33%
6.23%
2015
-1.52%
-1.57%
2014
--
4.72%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.46% -- -- --
2023 4.30% 1.63% -2.26% 7.50%
2022 -4.58% -9.01% -5.00% 4.93%
2021 1.72% 4.26% -0.69% 3.29%
2020 -10.89% 11.23% 4.34% 7.88%
2019 8.16% 3.05% 1.13% 4.26%
2018 -1.15% 0.98% 2.30% -6.16%
2017 3.79% 2.62% 3.11% 3.23%
2016 2.11% 2.37% 3.11% -0.42%
2015 2.12% -0.90% -5.00% 2.44%

2014 1.69% -- -- --

Rank in Category (By Total Return)

YTD 96
1-Month 97
3-Month 96
1-Year 87
3-Year 57
5-Year 64

Load Adjusted Returns

1-Year 9.41%
3-Year 1.84%
5-Year 5.43%
10-Year --

Performance & Risk

YTD Return -0.19%
5y Average Return 4.67%
Rank in Category (ytd) 96
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.78
Morningstar Risk Rating

Fund Overview

Category Target-Date 2020
Fund Family State Street Global Advisors
Net Assets 928.7M
YTD Return 2.46%
Yield 3.18%
Morningstar Rating
Inception Date Feb 25, 2022

Fund Summary

SSGA Funds Management, Inc. (the "Adviser" or "SSGA FM") manages the Target Retirement 2020 Fund using a proprietary asset allocation strategy. The fund is a "fund of funds" that invests in a combination of mutual funds and ETFs sponsored by the Adviser or its affiliates ("underlying funds"). It is intended for investors expecting to retire around the year 2020 and who are likely to stop making new investments in the fund at that time.

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