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State Street Target Retirement 2060 Fund Class K: (MF: SSDYX)
(NASDAQ Mutual Funds) As of May 16, 2025 08:00 PM ET
$16.55 USD
+0.08 (0.49%)
Zacks MF Rank
NA
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.51 | 45 |
| 3 months | -2.65 | 54 |
| 6 months | 0.97 | 38 |
| 1 Year | 10.93 | 8 |
| 3 Year | 8.25 | 23 |
| 5 Year | 10.73 | 26 |
| 10 Year | 7.97 | 10 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 5.80 |
| 5 Year | 12.74 |
| 10 Year | 8.05 |
| Since Inception | 8.03 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.25 | NA | NA | NA |
| 2024 | 6.20 | 1.23 | 7.24 | -2.30 |
| 2023 | 6.80 | 4.87 | -4.36 | 11.48 |
| 2022 | -6.27 | -14.96 | -6.85 | 9.03 |
| 2021 | 3.47 | 6.71 | -1.41 | 5.04 |
| 2020 | -18.43 | 18.98 | 7.40 | 14.76 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.51 | 12.64 | 19.43 | -19.05 | 14.34 | 19.61 | 25.86 | -8.12 | 21.57 | 8.97 | -2.53 |
| % Total Return Rel to Index | 5.42 | -12.37 | -6.81 | -0.84 | -14.34 | 1.21 | -5.62 | -3.73 | -0.22 | -2.95 | -3.92 |
| % Total Return Rel to Peer | 0.33 | 2.73 | 6.27 | -6.08 | 2.83 | 8.92 | 8.66 | -1.63 | 8.10 | 2.70 | -0.17 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 2.00 | 1.00 | 1.00 | 4.00 | 1.00 | 1.00 | 4.00 |
| % Dividends | 0.00 | 0.38 | 0.32 | 0.21 | 0.32 | 0.21 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 2.30 | 2.48 | 1.61 | 1.91 | 1.41 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.28 | 0.08 | 0.33 | 0.36 | 0.08 | 0.40 | 0.65 | 0.34 | 0.27 | 0.30 |
| Expense Ratio | 0.00 | 0.06 | 0.05 | 0.05 | 0.05 | 0.04 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%