SSAWX

Active

State Street Target Retirement 2055 Fund

Category: Other (5,046 funds)

Expense Ratio

0.59%

Annual Cost per $10K

$59.00

30-Year Fee Drag per $10K

$11,635

at 7% annual return

Fund Type

Mutual Fund

Active

Trailing 12-Month

+18.97%

Asset Allocation

US Equity

62%

Intl Equity

US Bond

10%

Cash

27%

Fee Comparison

SSAWX

0.59%

Other average

0.99%

Other cheapest

FCDSX

0.00%

Index benchmark

0.03%

40% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+63.55%3Y

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

SSAWX at 0.59%$322,436

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$58,177

Cost vs index fund−$54,988

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

Ticker	Name	ER	1yr	3yr	5yr
SSAWX	State Street Target Retirement 2055 Fund	0.59%	+18.97%	+17.82%	—
TQQQ	ProShares UltraPro QQQ	0.84%	+31.32%	+49.61%	+18.09%
SSDQX	State Street Target Retirement 2055 Fund	0.09%	+19.48%	+18.38%	+11.66%
SSDEX	State Street Target Retirement 2045 Fund	0.09%	+18.35%	+17.50%	+11.05%
UPRO	ProShares UltraPro S&P500	0.91%	+24.55%	+39.00%	+26.71%
SOXL	Direxion Daily Semiconductor Bull 3X Shares	0.75%	+60.66%	+76.46%	+24.25%
FOCSX	Fidelity Small Cap Growth K6 Fund	0.61%	+12.88%	+16.45%	+10.84%
SPXL	Direxion Daily S&P 500 Bull 3X Shares	0.87%	+43.27%	+51.71%	+36.92%
TMF	Direxion Daily 20+ Year Treasury Bull 3X Shares	0.91%	-11.13%	-13.72%	-33.59%
GAL	SPDR SSGA Global Allocation ETF	0.35%	+14.06%	+14.01%	+9.17%
TECL	Direxion Daily Technology Bull 3X Shares	0.85%	+80.61%	+79.78%	+42.54%
TIBOX	Thornburg Investment Income Builder Fund	0.84%	+30.88%	+23.10%	+18.21%
SSTIX	State Street Total Return V.I.S. Fund	0.67%	+14.48%	+14.61%	+8.90%
IWM	iShares Russell 2000 ETF	0.19%	+11.59%	+10.92%	+10.83%
LABU	Direxion Daily S&P Biotech Bull 3X Shares	0.93%	+10.11%	-3.72%	-34.16%
SSGVX	State Street Global All Cap Equity ex-U.S. Index Portfolio	0.04%	+26.83%	+20.55%	+11.36%
PRFZ	Invesco RAFI US 1500 Small-Mid ETF	0.39%	+12.07%	+13.06%	+15.09%
RLY	SPDR SSGA Multi-Asset Real Return ETF	0.50%	+13.05%	+8.07%	+13.58%
CAIBX	Capital Income Builder	0.58%	+15.51%	+14.04%	+11.04%
QEFA	SPDR MSCI EAFE StrategicFactors ETF	0.30%	+21.86%	+19.07%	+11.75%
XBI	SPDR(R) S&P(R) Biotech ETF	0.35%	+2.67%	+6.68%	-2.36%
DPST	Direxion Daily Regional Banks Bull 3X Shares	0.90%	-24.41%	-33.84%	-7.70%
SSCKX	State Street Target Retirement 2035 Fund	0.09%	+16.23%	+15.80%	+9.58%
FAS	Direxion Daily Financial Bull 3X Shares	0.89%	+16.83%	+31.53%	+38.28%
LCORX	Leuthold Core Investment Fund	1.43%	—	—	—
UDOW	ProShares UltraPro Dow30	0.95%	+12.68%	+26.96%	+20.50%
IILGX	THRIVENT GLOBAL STOCK FUND	0.65%	+19.81%	+19.59%	+14.09%
URTY	ProShares UltraPro Russell2000	0.95%	-4.79%	+1.87%	+4.29%
EIVPX	Parametric Volatility Risk Premium - Defensive Fund$1M min	0.47%	+14.24%	+15.18%	+12.10%
AAETX	American Funds 2030 Target Date Retirement Fund	0.66%	+14.18%	+13.98%	+9.03%
UOPIX	ULTRANASDAQ-100 PROFUND	1.45%	+51.52%	+55.94%	+27.87%
IWO	iShares Russell 2000 Growth ETF	0.24%	+13.49%	+12.64%	+7.89%
USD	ProShares Ultra Semiconductors	0.95%	+42.76%	+104.62%	+54.55%
DFNRX	Kensington Defender Fund	—	—	—	—
VWENX	VANGUARD WELLINGTON FUND	0.17%	+12.65%	+13.05%	+9.43%
AAFTX	American Funds 2035 Target Date Retirement Fund	0.67%	+15.82%	+15.87%	+10.58%
HRSIX	Hood River Small-Cap Growth Fund	1.07%	+21.83%	+21.12%	+17.83%
PTF	Invesco Dorsey Wright Technology Momentum ETF	0.60%	+28.32%	+29.06%	+17.63%
GARUX	Goldman Sachs Absolute Return Tracker Fund	0.73%	+9.45%	+9.32%	+6.69%
EFAX	SPDR MSCI EAFE Fossil Fuel Reserves Free ETF	0.20%	+25.72%	+21.16%	+12.08%
INKM	SPDR SSGA Income Allocation ETF	0.50%	+8.03%	+9.85%	+6.11%
GUSH	Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X Shares	0.93%	-17.32%	-19.74%	+37.58%
MERFX	The Merger Fund	1.56%	-3.52%	-35.79%	-33.41%
HSGFX	HUSSMAN STRATEGIC MARKET CYCLE FUND	1.23%	-9.62%	-18.24%	-15.77%
WAVLX	WAVELENGTH FUND	1.26%	+6.68%	+5.93%	+2.18%
JGLYX	JPMorgan Small Cap Growth Fund	1.24%	+4.23%	+7.35%	+1.28%
NAIL	Direxion Daily Homebuilders & Supplies Bull 3X Shares	0.95%	-53.96%	+31.58%	+8.59%
MDYG	SPDR(R) S & P 400 Mid Cap Growth ETF	0.15%	+6.35%	+12.59%	+10.56%
SWMIX	Schwab International Opportunities Fund	0.85%	+23.81%	+17.00%	+6.86%
UWM	ProShares Ultra Russell2000	0.95%	+3.89%	+8.21%	+9.63%
IWC	iShares Micro-Cap ETF	0.60%	+22.20%	+11.22%	+11.55%
ERX	Direxion Daily Energy Bull 2X Shares	0.90%	-7.37%	-6.14%	+48.90%
IBB	iShares Biotechnology ETF	0.44%	+0.30%	+3.23%	+1.75%
TRAIX	T. Rowe Price Capital Appreciation Fund	0.58%	+11.52%	+14.47%	+11.39%
DFEN	Direxion Daily Aerospace & Defense Bull 3X Shares	0.95%	+165.27%	+67.66%	+57.98%
ROSC	Hartford Multifactor Small Cap ETF	0.34%	+7.29%	+14.89%	+14.59%
CURE	Direxion Daily Healthcare Bull 3X Shares	0.93%	-18.93%	-4.37%	+11.41%
XLSR	SPDR(R) SSGA U.S. Sector Rotation ETF	0.70%	+15.46%	+15.83%	+12.69%
AADTX	American Funds 2025 Target Date Retirement Fund	0.63%	+12.54%	+12.24%	+7.76%
CIPAX	American Funds Conservative Growth and Income Portfolio	0.88%	+11.79%	+11.52%	+8.53%
RYSEX	Royce Small-Cap Special Equity Fund	1.22%	+4.94%	+6.83%	+9.27%
KAGAX	Kensington Dynamic Allocation Fund	1.67%	+42.71%	+15.49%	—
IRGPX	Voya Retirement Aggressive Portfolio	0.60%	+15.01%	+15.93%	+10.66%
SSO	ProShares Ultra S&P500	0.89%	+21.64%	+30.12%	+21.87%
SMPIX	SEMICONDUCTOR ULTRASECTOR PROFUND	1.46%	+78.25%	+112.54%	+56.74%
DHSCX	DIAMOND HILL SMALL CAP FUND	1.26%	+12.10%	+14.09%	+0.46%
WEBL	Direxion Daily Dow Jones Internet Bull 3X Shares	1.00%	+61.91%	+66.16%	-5.33%
RWJ	Invesco S&P SmallCap 600 Revenue ETF	0.39%	+8.60%	+10.85%	+19.13%
SPEM	SPDR Portfolio Emerging Markets ETF	0.07%	+21.39%	+19.76%	+8.17%
FSSNX	Fidelity Small Cap Index Fund	0.03%	+14.60%	+12.12%	+11.60%
IRMAX	Voya RussellTM Mid Cap Index Portfolio	0.40%	+10.42%	+13.30%	+11.49%
JEPI	JPMorgan Equity Premium Income ETF	0.35%	+5.28%	+10.32%	+10.93%
ASCLX	AB Select US Long/Short Portfolio	1.90%	+9.61%	+11.17%	+9.25%
RAAX	VanEck Real Assets ETF	0.75%	+19.73%	+14.91%	+16.58%
SCAUX	Invesco Income Advantage U.S. Fund	1.11%	+13.93%	+14.80%	+10.66%
DIAMX	DIAMOND HILL LONG SHORT FUND	1.94%	+16.03%	+12.78%	-3.00%
HSLFX	The Hartford Small Cap Growth Fund	0.86%	+9.46%	+11.41%	+6.18%
OTPIX	NASDAQ-100 PROFUND	1.47%	+27.77%	+29.43%	+16.60%
QLD	ProShares Ultra QQQ	0.95%	+28.75%	+39.24%	+19.14%
CWI	SPDR(R) MSCI ACWI EX-US ETF	0.30%	+26.73%	+21.13%	+11.89%
DWAS	Invesco Dorsey Wright SmallCap Momentum ETF	0.60%	-2.64%	+6.43%	+9.24%
DWX	SPDR (R) S&P (R) International Dividend ETF	0.45%	+23.47%	+18.36%	+10.50%
BRBCX	BlackRock Tactical Opportunities Fund	1.04%	+8.01%	+7.17%	+5.00%
QWLD	SPDR MSCI World StrategicFactors ETF	0.30%	+14.93%	+18.07%	+13.88%
AAGTX	American Funds 2040 Target Date Retirement Fund	0.68%	+18.44%	+18.13%	+12.03%
llpfx	Longleaf Partners Fund	0.79%	-3.59%	+10.24%	+9.20%
GTSAX	Invesco Small Cap Growth Fund	0.81%	+3.68%	+8.55%	+3.19%
HSAFX	HUSSMAN STRATEGIC ALLOCATION FUND	1.29%	-9.16%	-12.19%	-12.01%
OCIO	ClearShares OCIO ETF	0.65%	+9.27%	+10.85%	+7.57%
DIVPX	MAI MANAGED VOLATILITY FUND	1.47%	+9.52%	+8.98%	+7.85%
SMEAX	Invesco Small Cap Equity Fund	0.88%	+10.26%	+12.40%	+11.51%
ACEIX	Invesco Equity and Income Fund	0.76%	+9.14%	+10.33%	+10.51%
DXQLX	Direxion Monthly NASDAQ-100 Bull 1.75X Fund	1.52%	+28.93%	+36.26%	+18.39%
VYSDX	VOYA SMALL COMPANY FUND	1.92%	+5.72%	+10.60%	+10.32%
MRFOX	MARSHFIELD CONCENTRATED OPPORTUNITY FUND	1.02%	+10.72%	+18.84%	+14.80%
PPIPX	T. Rowe Price Spectrum Conservative Allocation Fund	0.56%	+7.96%	+9.01%	+5.30%
ULPIX	ULTRABULL PROFUND	1.47%	+32.76%	+36.43%	+27.22%
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	0.35%	+17.57%	+23.05%	—
PHDG	Invesco S&P 500 Downside Hedged ETF	0.39%	+2.89%	+4.98%	+4.86%
AGOX	Adaptive Alpha Opportunities ETF$1M min	1.39%	+9.46%	+13.29%	—
IWN	iShares Russell 2000 Value ETF	0.24%	+9.57%	+8.98%	+13.57%

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