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State Street Target Retirement 2055 Fund Class K: (MF: SSDQX)
(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET
$17.04 USD
-0.10 (-0.58%)
Zacks MF Rank
NA
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.04 | 8 |
| 3 months | 10.33 | 11 |
| 6 months | 10.04 | 8 |
| 1 Year | 15.27 | 6 |
| 3 Year | 14.59 | 20 |
| 5 Year | 11.05 | 25 |
| 10 Year | 9.19 | 8 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 15.27 |
| 5 Year | 11.04 |
| 10 Year | 9.19 |
| Since Inception | 8.84 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.26 | 10.33 | NA | NA |
| 2024 | 6.21 | 1.24 | 7.27 | -2.35 |
| 2023 | 6.79 | 4.84 | -4.26 | 11.44 |
| 2022 | -6.22 | -15.07 | -6.80 | 9.00 |
| 2021 | 3.40 | 6.77 | -1.47 | 5.09 |
| 2020 | -18.48 | 19.08 | 7.40 | 14.79 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 10.04 | 12.65 | 19.46 | -19.09 | 14.31 | 19.68 | 25.65 | -7.95 | 21.52 | 9.33 | -2.75 |
| % Total Return Rel to Index | 3.83 | -12.37 | -6.78 | -0.88 | -14.36 | 1.28 | -5.83 | -3.56 | -0.27 | -2.60 | -4.13 |
| % Total Return Rel to Peer | 3.40 | 2.73 | 6.30 | -6.12 | 2.81 | 9.00 | 8.46 | -1.45 | 8.06 | 3.06 | -0.39 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 3.00 | 1.00 | 1.00 | 4.00 | 1.00 | 1.00 | 4.00 |
| % Dividends | 0.00 | 0.37 | 0.32 | 0.21 | 0.32 | 0.22 | 0.29 | 0.25 | 0.24 | 0.15 | 0.18 |
| % Yield | 0.00 | 2.33 | 2.51 | 1.65 | 1.92 | 1.45 | 2.22 | 2.24 | 1.93 | 1.45 | 1.82 |
| Capital Gains ($) | 0.00 | 0.33 | 0.12 | 0.41 | 0.42 | 0.23 | 0.46 | 0.32 | 0.05 | 0.02 | 0.01 |
| Expense Ratio | 0.00 | 0.06 | 0.05 | 0.05 | 0.05 | 0.04 | 0.05 | 0.07 | 0.00 | 0.00 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%