State Street Target Retirement 2025 Fund (SSBRX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SSBRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SSBRX
SSBRX charges 0.13% annually. There are 145 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | SSBRX vs LTFIX | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | SSBRX vs LTSTX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | SSBRX vs LTRIX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | SSBRX vs PPLIX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | SSBRX vs PLWIX |
Best Risk-Adjusted Alternatives to SSBRX
SSBRX has a PortfoliosLab risk / return rank of 82. There are 7 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 86 | — | Sep 2014 | SSBRX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | SSBRX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | SSBRX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | SSBRX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | SSBRX vs URTRX |
Top Performing SSBRX Alternatives (YTD)
SSBRX is at 6.02% YTD. There are 445 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 13.54% | — | Jul 2013 | SSBRX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | SSBRX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | SSBRX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | SSBRX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | SSBRX vs FQLSX |
Lowest Volatility Alternatives to SSBRX
SSBRX has 5.94% 1-year volatility. There are 80 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.51% | — | Nov 2015 | SSBRX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | SSBRX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | SSBRX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | SSBRX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | SSBRX vs DRIQX |
Lowest Drawdown Alternatives to SSBRX
SSBRX has a 1-year max drawdown of -4.44%. There are 73 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | SSBRX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | SSBRX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | SSBRX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | SSBRX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | SSBRX vs PRMYX |
Other Mutual Funds from State Street
The 10 most viewed State Street mutual funds shown here include SSSYX, SVSPX, SSEYX and span 7 categories.
Often Compared With SSBRX
Investors most often compare SSBRX with ^GSPC, FXNAX, VTTVX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare SSBRX with Any Fund or Stock
Compare SSBRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SSBRX with funds that move differently
State Street Target Retirement 2025 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SSBRX.
Explore SSBRX Diversifiers