SSBWX vs. SIVIX
Compare and contrast key facts about State Street Target Retirement 2030 Fund (SSBWX) and State Street Institutional Small-Cap Equity Fund (SIVIX).
SSBWX is managed by State Street. It was launched on Sep 29, 2014. SIVIX is managed by State Street. It was launched on Aug 3, 1998.
Performance
SSBWX vs. SIVIX - Performance Comparison
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SSBWX vs. SIVIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SSBWX State Street Target Retirement 2030 Fund | -2.15% | 15.92% | 9.76% | 15.66% | -17.17% | 10.75% | 17.27% | 22.52% | -6.23% | 16.05% |
SIVIX State Street Institutional Small-Cap Equity Fund | -3.53% | 0.64% | 10.83% | 14.23% | -14.99% | 21.48% | 15.19% | 26.69% | -10.13% | 13.22% |
Returns By Period
In the year-to-date period, SSBWX achieves a -2.15% return, which is significantly higher than SIVIX's -3.53% return. Over the past 10 years, SSBWX has underperformed SIVIX with an annualized return of 8.20%, while SIVIX has yielded a comparatively higher 8.69% annualized return.
SSBWX
- 1D
- 0.22%
- 1M
- -5.86%
- YTD
- -2.15%
- 6M
- -0.22%
- 1Y
- 12.47%
- 3Y*
- 10.79%
- 5Y*
- 5.35%
- 10Y*
- 8.20%
SIVIX
- 1D
- -0.63%
- 1M
- -8.80%
- YTD
- -3.53%
- 6M
- -3.97%
- 1Y
- 5.91%
- 3Y*
- 5.96%
- 5Y*
- 2.39%
- 10Y*
- 8.69%
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SSBWX vs. SIVIX - Expense Ratio Comparison
SSBWX has a 0.15% expense ratio, which is lower than SIVIX's 0.75% expense ratio.
Return for Risk
SSBWX vs. SIVIX — Risk / Return Rank
SSBWX
SIVIX
SSBWX vs. SIVIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Target Retirement 2030 Fund (SSBWX) and State Street Institutional Small-Cap Equity Fund (SIVIX). 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.
| SSBWX | SIVIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 0.26 | +1.00 |
Sortino ratioReturn per unit of downside risk | 1.82 | 0.54 | +1.28 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.07 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 1.54 | 0.26 | +1.29 |
Martin ratioReturn relative to average drawdown | 7.23 | 0.89 | +6.34 |
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
| SSBWX | SIVIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 0.26 | +1.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.12 | +0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.41 | +0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.41 | +0.24 |
Correlation
The correlation between SSBWX and SIVIX is 0.81, 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
SSBWX vs. SIVIX - Dividend Comparison
SSBWX's dividend yield for the trailing twelve months is around 7.06%, less than SIVIX's 18.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSBWX State Street Target Retirement 2030 Fund | 7.06% | 6.91% | 6.16% | 4.11% | 5.78% | 6.18% | 4.92% | 6.65% | 5.24% | 0.46% | 1.75% | 2.11% |
SIVIX State Street Institutional Small-Cap Equity Fund | 18.23% | 17.59% | 10.99% | 7.77% | 4.87% | 16.56% | 3.16% | 6.27% | 19.92% | 9.35% | 3.38% | 13.07% |
Drawdowns
SSBWX vs. SIVIX - Drawdown Comparison
The maximum SSBWX drawdown since its inception was -23.73%, smaller than the maximum SIVIX drawdown of -56.52%. Use the drawdown chart below to compare losses from any high point for SSBWX and SIVIX.
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Drawdown Indicators
| SSBWX | SIVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.73% | -56.52% | +32.79% |
Max Drawdown (1Y)Largest decline over 1 year | -7.59% | -13.88% | +6.29% |
Max Drawdown (5Y)Largest decline over 5 years | -23.73% | -26.51% | +2.78% |
Max Drawdown (10Y)Largest decline over 10 years | -23.73% | -43.92% | +20.19% |
Current DrawdownCurrent decline from peak | -5.99% | -10.92% | +4.93% |
Average DrawdownAverage peak-to-trough decline | -4.22% | -8.87% | +4.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.62% | 3.98% | -2.36% |
Volatility
SSBWX vs. SIVIX - Volatility Comparison
The current volatility for State Street Target Retirement 2030 Fund (SSBWX) is 3.32%, while State Street Institutional Small-Cap Equity Fund (SIVIX) has a volatility of 5.42%. This indicates that SSBWX experiences smaller price fluctuations and is considered to be less risky than SIVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SSBWX | SIVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.32% | 5.42% | -2.10% |
Volatility (6M)Calculated over the trailing 6-month period | 5.53% | 12.13% | -6.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.00% | 21.99% | -11.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.62% | 20.30% | -9.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.31% | 21.09% | -9.78% |