UK markets close in 48 minutes

State Street Target Retirement 2040 R3 (SSAKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
14.44+0.02 (+0.14%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.89%
5-year average return0.00%
Number of years up1
Number of years downN/A
Best 1-yr total return (23 Jun 2024)17.22%
Worst 1-yr total return (23 Jun 2024)N/A
Best 3-yr total return17.22%
Worst 3-yr total returnN/A

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSSAKXCategory
YTD5.26%10.80%
1-month3.80%1.06%
3-month2.60%6.14%
1-year16.63%33.59%
3-year1.61%12.99%
5-year8.78%12.87%
10-year0.00%9.72%
Last bull market20.74%19.05%
Last bear market-14.08%-17.54%

Annual total return (%) history

Year
SSAKXCategory
2024
N/AN/A
2023
17.22%N/A
2022
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.34%N/AN/AN/A
20236.39%4.11%-4.40%10.71%
2022-14.08%-6.78%8.06%N/A

Rank in category (by total return)

YTD93
1-month58
3-month86
1-year90
3-year94
5-year83

Load adjusted returns

1-year16.63%
3-year1.61%
5-year8.78%
10-yearN/A