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State Street Target Retirement 2040 Fund Class K SSCQX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

SSCQX compared with its replication portfolio
MeasureSSCQXReplication
Annualized growth7.4%7.6%
Annualized volatility12.7%13.4%
Sharpe ratio0.620.61
Maximum drawdown25.9%27.9%
Replication fit (R²)0.95 · Tracking error 2.8%

Replication portfolio

The published portfolio below is the investable basket used to model SSCQX’s historical return behavior.

SSCQX replication basket weights
TickerBuilding blockWeight
SPTLFI · Long Gov24.2%
VOOUS Large Cap20.8%
VTIUS Broad Market20.7%
VEAIntl · Developed19.7%
VUGStyle · Growth14.7%