SSBRX vs. ^GSPC
Compare and contrast key facts about State Street Target Retirement 2025 Fund (SSBRX) and S&P 500 (^GSPC).
SSBRX is managed by State Street Global Advisors. It was launched on Sep 29, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SSBRX or ^GSPC.
Correlation
The correlation between SSBRX and ^GSPC is 0.90, 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.
Performance
SSBRX vs. ^GSPC - Performance Comparison
Key characteristics
SSBRX:
1.08
^GSPC:
1.74
SSBRX:
1.40
^GSPC:
2.36
SSBRX:
1.22
^GSPC:
1.32
SSBRX:
0.60
^GSPC:
2.62
SSBRX:
3.91
^GSPC:
10.69
SSBRX:
2.03%
^GSPC:
2.08%
SSBRX:
7.34%
^GSPC:
12.76%
SSBRX:
-24.36%
^GSPC:
-56.78%
SSBRX:
-5.71%
^GSPC:
-0.43%
Returns By Period
In the year-to-date period, SSBRX achieves a 3.04% return, which is significantly lower than ^GSPC's 4.01% return. Over the past 10 years, SSBRX has underperformed ^GSPC with an annualized return of 4.00%, while ^GSPC has yielded a comparatively higher 11.26% annualized return.
SSBRX
3.04%
1.50%
0.38%
8.13%
2.61%
4.00%
^GSPC
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
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Risk-Adjusted Performance
SSBRX vs. ^GSPC — Risk-Adjusted Performance Rank
SSBRX
^GSPC
SSBRX vs. ^GSPC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Target Retirement 2025 Fund (SSBRX) and S&P 500 (^GSPC). 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.
Drawdowns
SSBRX vs. ^GSPC - Drawdown Comparison
The maximum SSBRX drawdown since its inception was -24.36%, smaller than the maximum ^GSPC drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for SSBRX and ^GSPC. For additional features, visit the drawdowns tool.
Volatility
SSBRX vs. ^GSPC - Volatility Comparison
The current volatility for State Street Target Retirement 2025 Fund (SSBRX) is 1.46%, while S&P 500 (^GSPC) has a volatility of 3.01%. This indicates that SSBRX experiences smaller price fluctuations and is considered to be less risky than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.