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State Street Target Retirement 2025 Fund Class K SSBSX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | SSBSX | Replication |
|---|---|---|
| Annualized growth | 5.2% | 5.8% |
| Annualized volatility | 8.9% | 9.0% |
| Sharpe ratio | 0.61 | 0.67 |
| Maximum drawdown | 21.0% | 21.2% |
| Replication fit (R²) | 0.93 · Tracking error 2.3% | |
Replication portfolio
The published portfolio below is the investable basket used to model SSBSX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VUG | Style · Growth | 26.1% |
| VGIT | FI · Intermediate Gov | 24.4% |
| SCHP | FI · TIPS | 19.0% |
| SPHY | FI · High Yield | 15.9% |
| VEA | Intl · Developed | 14.7% |