SSBWX vs. SSSYX
Compare and contrast key facts about State Street Target Retirement 2030 Fund (SSBWX) and State Street Equity 500 Index Fund Class K (SSSYX).
SSBWX 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
SSBWX vs. SSSYX - Performance Comparison
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SSBWX vs. SSSYX - 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% |
SSSYX State Street Equity 500 Index Fund Class K | -7.05% | 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, SSBWX achieves a -2.15% return, which is significantly higher than SSSYX's -7.05% return. Over the past 10 years, SSBWX has underperformed SSSYX with an annualized return of 8.20%, while SSSYX has yielded a comparatively higher 13.69% 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%
SSSYX
- 1D
- -0.39%
- 1M
- -7.67%
- YTD
- -7.05%
- 6M
- -4.60%
- 1Y
- 14.40%
- 3Y*
- 17.15%
- 5Y*
- 11.37%
- 10Y*
- 13.69%
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SSBWX vs. SSSYX - Expense Ratio Comparison
SSBWX has a 0.15% 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
SSBWX vs. SSSYX — Risk / Return Rank
SSBWX
SSSYX
SSBWX vs. SSSYX - 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 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.
| SSBWX | SSSYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 0.84 | +0.43 |
Sortino ratioReturn per unit of downside risk | 1.82 | 1.30 | +0.53 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.20 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.54 | 1.06 | +0.49 |
Martin ratioReturn relative to average drawdown | 7.23 | 5.13 | +2.09 |
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 | SSSYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 0.84 | +0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.68 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.11 | +0.62 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.11 | +0.55 |
Correlation
The correlation between SSBWX and SSSYX is 0.91, 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. SSSYX - Dividend Comparison
SSBWX's dividend yield for the trailing twelve months is around 7.06%, more than SSSYX's 1.55% 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% |
SSSYX State Street Equity 500 Index Fund Class K | 1.55% | 1.44% | 1.63% | 1.78% | 2.16% | 2.76% | 1.86% | 4.44% | 5.18% | 5.94% | 2.07% | 1.84% |
Drawdowns
SSBWX vs. SSSYX - Drawdown Comparison
The maximum SSBWX drawdown since its inception was -23.73%, smaller than the maximum SSSYX drawdown of -91.48%. Use the drawdown chart below to compare losses from any high point for SSBWX and SSSYX.
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Drawdown Indicators
| SSBWX | SSSYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.73% | -91.48% | +67.75% |
Max Drawdown (1Y)Largest decline over 1 year | -7.59% | -12.10% | +4.51% |
Max Drawdown (5Y)Largest decline over 5 years | -23.73% | -24.49% | +0.76% |
Max Drawdown (10Y)Largest decline over 10 years | -23.73% | -91.48% | +67.75% |
Current DrawdownCurrent decline from peak | -5.99% | -8.88% | +2.89% |
Average DrawdownAverage peak-to-trough decline | -4.22% | -4.20% | -0.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.62% | 2.49% | -0.87% |
Volatility
SSBWX vs. SSSYX - Volatility Comparison
The current volatility for State Street Target Retirement 2030 Fund (SSBWX) is 3.32%, while State Street Equity 500 Index Fund Class K (SSSYX) has a volatility of 4.24%. This indicates that SSBWX 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
| SSBWX | SSSYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.32% | 4.24% | -0.92% |
Volatility (6M)Calculated over the trailing 6-month period | 5.53% | 9.08% | -3.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.00% | 18.10% | -8.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.62% | 16.85% | -6.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.31% | 124.43% | -113.12% |