SSAQX vs. SSBWX
Compare and contrast key facts about State Street U.S. Core Equity Fund (SSAQX) and State Street Target Retirement 2030 Fund (SSBWX).
SSAQX is managed by State Street. It was launched on Dec 31, 1979. SSBWX is managed by State Street. It was launched on Sep 29, 2014.
Performance
SSAQX vs. SSBWX - Performance Comparison
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SSAQX vs. SSBWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
SSAQX State Street U.S. Core Equity Fund | -6.11% | 17.43% | 5.04% | 28.87% | -18.27% | 12.02% |
SSBWX State Street Target Retirement 2030 Fund | -0.72% | 15.92% | 9.76% | 15.66% | -17.17% | 4.86% |
Returns By Period
In the year-to-date period, SSAQX achieves a -6.11% return, which is significantly lower than SSBWX's -0.72% return.
SSAQX
- 1D
- 2.95%
- 1M
- -5.23%
- YTD
- -6.11%
- 6M
- -3.50%
- 1Y
- 16.29%
- 3Y*
- 11.81%
- 5Y*
- —
- 10Y*
- —
SSBWX
- 1D
- 1.47%
- 1M
- -3.95%
- YTD
- -0.72%
- 6M
- 0.89%
- 1Y
- 13.77%
- 3Y*
- 11.33%
- 5Y*
- 5.43%
- 10Y*
- 8.36%
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SSAQX vs. SSBWX - Expense Ratio Comparison
SSAQX has a 0.16% expense ratio, which is higher than SSBWX's 0.15% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
SSAQX vs. SSBWX — Risk / Return Rank
SSAQX
SSBWX
SSAQX vs. SSBWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street U.S. Core Equity Fund (SSAQX) and State Street Target Retirement 2030 Fund (SSBWX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| SSAQX | SSBWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 1.41 | -0.48 |
Sortino ratioReturn per unit of downside risk | 1.43 | 2.03 | -0.60 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.31 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 1.87 | -0.38 |
Martin ratioReturn relative to average drawdown | 6.02 | 8.64 | -2.62 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SSAQX | SSBWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 1.41 | -0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.51 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.74 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.67 | -0.31 |
Correlation
The correlation between SSAQX and SSBWX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SSAQX vs. SSBWX - Dividend Comparison
SSAQX's dividend yield for the trailing twelve months is around 12.80%, more than SSBWX's 6.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSAQX State Street U.S. Core Equity Fund | 12.80% | 12.02% | 0.00% | 3.83% | 9.83% | 13.21% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SSBWX State Street Target Retirement 2030 Fund | 6.96% | 6.91% | 6.16% | 4.11% | 5.78% | 6.18% | 4.92% | 6.65% | 5.24% | 0.46% | 1.75% | 2.11% |
Drawdowns
SSAQX vs. SSBWX - Drawdown Comparison
The maximum SSAQX drawdown since its inception was -31.70%, which is greater than SSBWX's maximum drawdown of -23.73%. Use the drawdown chart below to compare losses from any high point for SSAQX and SSBWX.
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Drawdown Indicators
| SSAQX | SSBWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.70% | -23.73% | -7.97% |
Max Drawdown (1Y)Largest decline over 1 year | -11.49% | -7.59% | -3.90% |
Max Drawdown (5Y)Largest decline over 5 years | — | -23.73% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -23.73% | — |
Current DrawdownCurrent decline from peak | -10.84% | -4.61% | -6.23% |
Average DrawdownAverage peak-to-trough decline | -8.28% | -4.22% | -4.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.84% | 1.64% | +1.20% |
Volatility
SSAQX vs. SSBWX - Volatility Comparison
State Street U.S. Core Equity Fund (SSAQX) has a higher volatility of 5.43% compared to State Street Target Retirement 2030 Fund (SSBWX) at 3.73%. This indicates that SSAQX's price experiences larger fluctuations and is considered to be riskier than SSBWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SSAQX | SSBWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.43% | 3.73% | +1.70% |
Volatility (6M)Calculated over the trailing 6-month period | 9.54% | 5.71% | +3.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.05% | 10.08% | +7.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.06% | 10.64% | +8.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.06% | 11.32% | +7.74% |