SSBRX vs. SSSYX
Compare and contrast key facts about State Street Target Retirement 2025 Fund (SSBRX) and State Street Equity 500 Index Fund Class K (SSSYX).
SSBRX is managed by State Street. It was launched on Sep 29, 2014. SSSYX is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Sep 17, 2014.
Performance
SSBRX vs. SSSYX - Performance Comparison
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SSBRX vs. SSSYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SSBRX State Street Target Retirement 2025 Fund | -0.79% | 12.93% | 8.73% | 13.61% | -15.51% | 10.03% | 14.68% | 20.73% | -5.47% | 14.32% |
SSSYX State Street Equity 500 Index Fund Class K | -4.34% | 17.81% | 24.99% | 26.27% | -18.16% | 28.51% | 18.31% | 31.38% | -4.38% | 21.61% |
Returns By Period
In the year-to-date period, SSBRX achieves a -0.79% return, which is significantly higher than SSSYX's -4.34% return. Over the past 10 years, SSBRX has underperformed SSSYX with an annualized return of 7.40%, while SSSYX has yielded a comparatively higher 14.02% annualized return.
SSBRX
- 1D
- 0.24%
- 1M
- -3.84%
- YTD
- -0.79%
- 6M
- 0.57%
- 1Y
- 10.54%
- 3Y*
- 9.62%
- 5Y*
- 4.79%
- 10Y*
- 7.40%
SSSYX
- 1D
- 2.92%
- 1M
- -5.02%
- YTD
- -4.34%
- 6M
- -2.15%
- 1Y
- 17.29%
- 3Y*
- 18.28%
- 5Y*
- 11.75%
- 10Y*
- 14.02%
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SSBRX vs. SSSYX - Expense Ratio Comparison
SSBRX has a 0.13% expense ratio, which is higher than SSSYX's 0.02% 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
SSBRX vs. SSSYX — Risk / Return Rank
SSBRX
SSSYX
SSBRX vs. SSSYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Target Retirement 2025 Fund (SSBRX) and State Street Equity 500 Index Fund Class K (SSSYX). 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.
| SSBRX | SSSYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.45 | 0.97 | +0.48 |
Sortino ratioReturn per unit of downside risk | 2.07 | 1.49 | +0.58 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.23 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.73 | 1.52 | +0.21 |
Martin ratioReturn relative to average drawdown | 8.62 | 7.30 | +1.32 |
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
| SSBRX | SSSYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.45 | 0.97 | +0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.70 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.11 | +0.64 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.11 | +0.57 |
Correlation
The correlation between SSBRX and SSSYX 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
SSBRX vs. SSSYX - Dividend Comparison
SSBRX's dividend yield for the trailing twelve months is around 6.12%, more than SSSYX's 1.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSBRX State Street Target Retirement 2025 Fund | 6.12% | 6.07% | 6.67% | 4.60% | 6.60% | 6.44% | 4.74% | 6.58% | 5.35% | 0.60% | 1.84% | 2.38% |
SSSYX State Street Equity 500 Index Fund Class K | 1.51% | 1.44% | 1.63% | 1.78% | 2.16% | 2.76% | 1.86% | 4.44% | 5.18% | 5.94% | 2.07% | 1.84% |
Drawdowns
SSBRX vs. SSSYX - Drawdown Comparison
The maximum SSBRX drawdown since its inception was -21.96%, smaller than the maximum SSSYX drawdown of -91.48%. Use the drawdown chart below to compare losses from any high point for SSBRX and SSSYX.
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Drawdown Indicators
| SSBRX | SSSYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.96% | -91.48% | +69.52% |
Max Drawdown (1Y)Largest decline over 1 year | -5.98% | -12.10% | +6.12% |
Max Drawdown (5Y)Largest decline over 5 years | -21.13% | -24.49% | +3.36% |
Max Drawdown (10Y)Largest decline over 10 years | -21.96% | -91.48% | +69.52% |
Current DrawdownCurrent decline from peak | -4.21% | -6.22% | +2.01% |
Average DrawdownAverage peak-to-trough decline | -3.77% | -4.20% | +0.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.20% | 2.52% | -1.32% |
Volatility
SSBRX vs. SSSYX - Volatility Comparison
The current volatility for State Street Target Retirement 2025 Fund (SSBRX) is 2.38%, while State Street Equity 500 Index Fund Class K (SSSYX) has a volatility of 5.34%. This indicates that SSBRX experiences smaller price fluctuations and is considered to be less risky than SSSYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SSBRX | SSSYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.38% | 5.34% | -2.96% |
Volatility (6M)Calculated over the trailing 6-month period | 4.09% | 9.53% | -5.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.56% | 18.29% | -10.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.84% | 16.89% | -8.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.82% | 124.43% | -114.61% |