State Street Target Retirement 2035 Fund (SSCJX)

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The chart shows the growth of an initial investment of $10,000 in State Street Target Retirement 2035 Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

State Street Target Retirement 2035 Fund (SSCJX) has returned -2.91% so far this year and 13.95% over the past 12 months. Over the last ten years, SSCJX has returned 8.69% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Oct 1, 2014, SSCJX's average daily return is +0.03%, while the average monthly return is +0.68%. At this rate, your investment would double in approximately 8.5 years.

Historically, 67% of months were positive and 33% were negative. The best month was Nov 2020 with a return of +10.1%, while the worst month was Mar 2020 at -10.5%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 4 months.

On a daily basis, SSCJX closed higher 51% of trading days. The best single day was Mar 24, 2020 with a return of +6.0%, while the worst single day was Mar 12, 2020 at -7.5%.

State Street Target Retirement 2035 Fund has an annualized alpha of 0.50%, beta of 0.65, and R² of 0.88 versus S&P 500 Index. Calculated based on daily prices since October 02, 2014.

• This fund participated in 79.44% of S&P 500 Index downside but only 70.50% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.65 indicates this fund moves significantly less than S&P 500 Index — a genuinely defensive profile with reduced participation in both market rallies and downturns.

SSCJX has an expense ratio of 0.19%, which is considered low.

SSCJX ranks 67 for risk / return — better than 67% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below present risk-adjusted performance metrics for State Street Target Retirement 2035 Fund (SSCJX) and compare them to a chosen benchmark (S&P 500 Index).

State Street Target Retirement 2035 Fund provided a 7.13% dividend yield over the last twelve months, with an annual payout of $1.05 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for State Street Target Retirement 2035 Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the State Street Target Retirement 2035 Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the State Street Target Retirement 2035 Fund was 25.66%, occurring on Mar 23, 2020. Recovery took 82 trading sessions.

The current State Street Target Retirement 2035 Fund drawdown is 7.22%.

The chart below shows the rolling one-month volatility.