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Nasdaq - Delayed Quote USD

State Street Target Retirement 2065 I (SSFJX)

15.39
+0.01
+(0.07%)
As of 8:07:14 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 0.39%
5y Average Return 10.25%
Number of Years Up 3
Number of Years Down 1
Best 1Y Total Return (Apr 30, 2025) 19.20%
Worst 1Y Total Return (Apr 30, 2025) --
Best 3Y Total Return 19.20%
Worst 3Y Total Return 2.75%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SSFJX
Category
YTD
-0.39%
0.00%
1-Month
-3.30%
0.00%
3-Month
-0.39%
0.00%
1-Year
5.72%
0.00%
3-Year
4.84%
0.00%
5-Year
12.30%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
14.33%
0.00%
Last Bear Market
-15.07%
0.00%

Annual Total Return (%) History

Year
SSFJX
Category
2025
--
--
2024
12.67%
--
2023
19.20%
--
2022
-19.23%
--
2021
14.09%
--
2020
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.39% -- -- --
2024 6.16% 1.21% 7.27% -2.24%
2023 6.77% 4.78% -4.33% 11.37%
2022 -6.24% -15.07% -6.85% 8.89%
2021 3.43% 6.71% -1.46% 4.90%
2020 18.52% 7.00% 14.25% --

Rank in Category (By Total Return)

YTD 28
1-Month 38
3-Month 28
1-Year 45
3-Year 95
5-Year 100

Load Adjusted Returns

1-Year 5.72%
3-Year 4.84%
5-Year 12.30%
10-Year --

Performance & Risk

YTD Return 0.39%
5y Average Return 10.25%
Rank in Category (ytd) 28
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.29
Morningstar Risk Rating

Fund Overview

Category Target-Date 2065+
Fund Family State Street Global Advisors
Net Assets 360.86M
YTD Return -0.39%
Yield 2.23%
Morningstar Rating
Inception Date Mar 02, 2022

Fund Summary

SSGA FM manages the Target Retirement 2065 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 2065 and who are likely to stop making new investments in the fund at that time.

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