State Street Target Retirement 2055 Fund (SSDOX)
SSGA Funds Management, Inc. (the "Adviser" or "SSGA FM") manages the Target Retirement 2055 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 2055 and who are likely to stop making new investments in the fund at that time.
Fund Info
US85749R5946
85749R594
Sep 29, 2014
$0
Large-Cap
Blend
Expense Ratio
SSDOX has an expense ratio of 0.21%, which is considered low.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
State Street Target Retirement 2055 Fund (SSDOX) returned 5.28% year-to-date (YTD) and 9.83% over the past 12 months. Over the past 10 years, SSDOX returned 6.43% annually, underperforming the S&P 500 benchmark at 10.84%.
SSDOX
5.28%
5.01%
-0.09%
9.83%
7.26%
8.17%
6.43%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of SSDOX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.20% | -0.19% | -3.29% | 0.79% | 4.87% | 5.28% | |||||||
| 2024 | -0.56% | 3.74% | 2.86% | -3.90% | 4.13% | 1.19% | 2.61% | 2.17% | 2.18% | -2.75% | 4.08% | -5.56% | 10.03% |
| 2023 | 7.73% | -2.95% | 2.10% | 0.92% | -1.51% | 5.52% | 3.34% | -3.16% | -4.43% | -3.72% | 9.16% | 5.18% | 18.36% |
| 2022 | -4.88% | -2.37% | 0.94% | -8.01% | 0.29% | -7.89% | 6.68% | -3.68% | -9.33% | 5.14% | 7.78% | -7.11% | -21.87% |
| 2021 | -0.34% | 2.05% | 1.67% | 3.88% | 1.27% | 1.44% | 0.43% | 1.47% | -3.93% | 4.59% | -2.77% | 0.53% | 10.44% |
| 2020 | -0.55% | -6.11% | -12.67% | 10.35% | 4.56% | 3.19% | 4.96% | 5.03% | -2.58% | -2.12% | 11.98% | 3.09% | 17.81% |
| 2019 | 7.76% | 2.52% | 1.35% | 2.92% | -4.87% | 5.97% | 0.32% | -1.20% | 1.46% | 2.16% | 2.51% | -0.94% | 21.19% |
| 2018 | 4.41% | -4.07% | -0.90% | 0.33% | 1.23% | -0.16% | 2.35% | 1.43% | -0.16% | -7.43% | 1.61% | -8.91% | -10.62% |
| 2017 | 2.33% | 2.65% | 0.83% | 1.46% | 1.71% | 0.80% | 2.20% | 0.52% | 1.97% | 1.85% | 2.06% | 0.92% | 21.07% |
| 2016 | -4.79% | -0.33% | 6.70% | 1.34% | 0.51% | 0.51% | 3.92% | 0.29% | 0.58% | -2.40% | 1.18% | 1.68% | 9.10% |
| 2015 | -0.79% | 4.21% | -1.15% | 1.56% | 0.10% | -2.10% | 0.98% | -5.90% | -3.09% | 6.58% | -0.30% | -2.32% | -2.80% |
| 2014 | 2.53% | 1.77% | -0.99% | 3.31% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SSDOX is 44, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for State Street Target Retirement 2055 Fund (SSDOX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
State Street Target Retirement 2055 Fund provided a 4.23% dividend yield over the last twelve months, with an annual payout of $0.68 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.68 | $0.68 | $0.43 | $0.61 | $0.70 | $0.45 | $0.76 | $0.58 | $0.30 | $0.18 | $0.20 | $0.16 |
Dividend yield | 4.23% | 4.45% | 2.99% | 4.97% | 4.39% | 3.03% | 6.02% | 5.38% | 2.43% | 1.71% | 2.03% | 1.60% |
Monthly Dividends
The table displays the monthly dividend distributions for State Street Target Retirement 2055 Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.68 | $0.68 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.43 | $0.43 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.61 | $0.61 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.70 | $0.70 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.45 | $0.45 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.76 | $0.76 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.58 | $0.58 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.30 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.18 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.20 |
| 2014 | $0.16 | $0.16 |
Drawdowns
Drawdowns Chart
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the State Street Target Retirement 2055 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 2055 Fund was 30.33%, occurring on Mar 23, 2020. Recovery took 94 trading sessions.
The current State Street Target Retirement 2055 Fund drawdown is 1.63%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -30.33% | Dec 30, 2019 | 58 | Mar 23, 2020 | 94 | Aug 5, 2020 | 152 |
| -29.28% | Nov 9, 2021 | 235 | Oct 14, 2022 | 484 | Sep 19, 2024 | 719 |
| -17.08% | Jan 29, 2018 | 229 | Dec 24, 2018 | 212 | Oct 28, 2019 | 441 |
| -16.85% | Apr 29, 2015 | 200 | Feb 11, 2016 | 127 | Aug 12, 2016 | 327 |
| -16.32% | Dec 9, 2024 | 82 | Apr 8, 2025 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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