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State Street Target Retirement 2030 Fund (SSBWX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
11.90+0.02 (+0.17%)
As of 08:05AM EDT. Market open.
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.34%
5-Year Average Return4.91%
Number of Years Up5
Number of Years Down3
Best 1 Yr Total Return (Sep 21, 2023)22.55%
Worst 1 Yr Total Return (Sep 21, 2023)N/A
Best 3-Yr Total Return22.55%
Worst 3-Yr Total Return2.48%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSSBWXCategory
YTD6.34%7.97%
1-Month-0.67%0.98%
3-Month-1.90%5.18%
1-Year9.89%25.53%
3-Year2.92%11.28%
5-Year4.91%10.98%
10-Year0.00%8.54%
Last Bull Market24.08%17.21%
Last Bear Market-12.47%-15.52%

Annual Total Return (%) History

Year
SSBWXCategory
2023
N/AN/A
2022
-17.13%N/A
2021
10.76%N/A
2020
17.26%12.99%
2019
22.55%20.07%
2018
-6.24%-6.25%
2017
18.27%16.57%
2016
8.14%7.33%
2015
-1.82%-1.79%
2014
N/A5.04%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20235.90%3.29%N/AN/A
2022-5.74%-12.47%-6.19%7.07%
20211.82%5.66%-1.22%4.21%
2020-13.54%15.28%5.97%11.01%
201910.22%3.74%1.15%5.97%
2018-1.00%1.01%3.09%-9.05%
20175.11%3.58%3.99%4.47%
20161.74%2.37%4.00%-0.16%
20152.37%-0.76%-6.42%3.27%
20142.14%N/AN/AN/A

Rank In Category (By Total Return)

YTD22
1-Month84
3-Month29
1-Year36
3-Year70
5-Year11

Load Adjusted Returns

1-Year7.77%
3-Year3.00%
5-Year5.57%
10-YearN/A
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