See what your fund actually adds

State Street Target Retirement 2055 Fund Class K SSDQX

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

Fund and replication metrics

SSDQX compared with its replication portfolio
MeasureSSDQXReplication
Annualized growth8.6%8.2%
Annualized volatility14.2%13.2%
Sharpe ratio0.650.66
Maximum drawdown27.1%26.9%
Replication fit (R²)0.98 · Tracking error 2.1%

Replication portfolio

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

SSDQX replication basket weights
TickerBuilding blockWeight
VEAIntl · Developed25.5%
VTIUS Broad Market22.8%
VOOUS Large Cap20.3%
VCLTFI · Long Corp18.7%
VWOEmerging Markets12.7%