State Street Target Retirement 2065 Fund (SSFJX)
The SSGA FM Target Retirement 2065 Fund utilizes a proprietary asset allocation strategy and invests in a mix of mutual funds and ETFs. It is designed for investors planning to retire around 2065 who will likely cease new investments in the fund as retirement approaches.
Fund Info
Mar 29, 2020
$0
Large-Cap
Blend
Expense Ratio
SSFJX has an expense ratio of 0.25%, which is considered low compared to other funds.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in State Street Target Retirement 2065 Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
State Street Target Retirement 2065 Fund had a return of 5.22% year-to-date (YTD) and 16.86% in the last 12 months.
SSFJX
5.22%
3.47%
5.87%
16.86%
N/A
N/A
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of SSFJX, 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% | 5.22% | |||||||||||
| 2024 | -0.50% | 3.67% | 2.92% | -3.91% | 4.14% | 1.15% | 2.73% | 2.14% | 2.22% | -2.73% | 4.03% | -3.40% | 12.65% |
| 2023 | 7.69% | -2.95% | 2.16% | 0.94% | -1.55% | 5.44% | 3.36% | -3.18% | -4.41% | -3.75% | 9.17% | 6.01% | 19.21% |
| 2022 | -4.86% | -2.35% | 0.92% | -7.99% | 0.23% | -7.90% | 6.68% | -3.64% | -9.39% | 5.14% | 7.75% | -3.91% | -19.25% |
| 2021 | -0.29% | 2.05% | 1.65% | 3.74% | 1.50% | 1.34% | 0.40% | 2.17% | -3.94% | 4.57% | -2.83% | 3.23% | 14.09% |
| 2020 | -1.00% | 10.53% | 4.21% | 2.90% | 4.78% | 4.97% | -2.72% | -2.15% | 11.58% | 4.67% | 43.47% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 78, SSFJX is among the top 22% of mutual funds on our website when it comes to balancing risk and reward. Below is 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 2065 Fund (SSFJX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
State Street Target Retirement 2065 Fund provided a 2.13% dividend yield over the last twelve months, with an annual payout of $0.34 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|
| Dividend | $0.34 | $0.34 | $0.28 | $0.17 | $0.26 | $0.23 |
Dividend yield | 2.13% | 2.24% | 1.99% | 1.45% | 1.69% | 1.65% |
Monthly Dividends
The table displays the monthly dividend distributions for State Street Target Retirement 2065 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 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.34 | $0.34 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 | $0.28 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.17 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | $0.26 |
| 2020 | $0.23 | $0.23 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the State Street Target Retirement 2065 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 2065 Fund was 27.43%, occurring on Oct 14, 2022. Recovery took 359 trading sessions.
The current State Street Target Retirement 2065 Fund drawdown is 0.25%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -27.43% | Nov 9, 2021 | 235 | Oct 14, 2022 | 359 | Mar 21, 2024 | 594 |
| -7.04% | Jul 17, 2024 | 14 | Aug 5, 2024 | 12 | Aug 21, 2024 | 26 |
| -6.88% | Sep 3, 2020 | 15 | Sep 24, 2020 | 12 | Oct 12, 2020 | 27 |
| -6.34% | Oct 13, 2020 | 14 | Oct 30, 2020 | 6 | Nov 9, 2020 | 20 |
| -5.79% | Jun 9, 2020 | 3 | Jun 11, 2020 | 23 | Jul 15, 2020 | 26 |
Volatility
Volatility Chart
The current State Street Target Retirement 2065 Fund volatility is 2.72%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.