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State Street Target Retirement 2030 Fund Class I: (MF: SSBWX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:40 PM ET

$13.96 USD

+0.01 (0.07%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 3.94 45
3 months 4.29 51
6 months 8.53 50
1 Year 17.06 47
3 Year 13.99 46
5 Year 6.92 51
10 Year 9.65 35

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 15.94
5 Year 6.20
10 Year 8.81
Since Inception 7.76

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.85 7.09 5.25 1.98
2024 4.26 1.31 6.47 -2.36
2023 5.89 3.29 -3.67 9.72
2022 -5.73 -12.47 -6.19 7.08
2021 1.82 5.66 -1.22 4.20

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.9415.949.8115.61-17.1110.7417.2522.55-6.2718.278.10
% Total Return Rel to Index 0.70-2.27-15.20-10.631.08-17.93-1.15-8.93-1.88-3.52-3.83
% Total Return Rel to Peer -0.091.44-0.102.45-4.15-0.766.565.350.224.811.82
% Perf Quintile vs Peer* 3.003.000.003.004.004.001.002.003.002.002.00
% Dividends 0.000.430.380.330.250.270.240.310.270.220.16
% Yield 0.002.842.733.182.111.731.632.342.371.791.46
Capital Gains ($) 0.000.530.410.170.390.610.430.500.280.050.01
Expense Ratio 0.000.130.170.150.150.270.080.040.070.060.00

* 1 = Top 20%, 5 = Bottom 20%