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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.

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 19.20%
Worst 1Y Total Return --
Number of Years Up 3
Number of Years Down 1

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

Risk Statistics

3 Years 5 Years 10 Years
SSFJXCategory AverageSSFJXCategory AverageSSFJXCategory Average
Alpha 1.45 0.03 1.64 0.03 -- 0
BETA 1.29 0.01 1.32 0.01 -- 0
Mean Annual Return 0.5 0 1.07 0.01 -- 0
R-squared 98.14 0.96 98.15 0.97 -- 0
Standard Deviation 16.3 0.16 15.5 0.17 -- 0
Sharpe Ratio 0.09 0 0.65 0 -- 0
Treynor Ratio 0.18 -0 7.18 0.05 -- 0

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