Multi-Asset Retirement S&P Target Date

S&P Target Date 2020 Index

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As of May 16, 2025
248.32
7.70%
1 Yr Return
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Index Name
Total Return
1 Yr Return
S&P Target Date 2020 Index (TR)
Launch Date: Sep 25, 2008
Total Return248.32
1 Yr Return7.70%

The index Launch Date is Sep 25, 2008. All information for an index prior to its Launch Date is hypothetical back-tested, not actual performance, based on the index methodology in effect on the Launch Date.See More 

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As of May 16, 2025
Index Level
1 Day
MTD
QTD
YTD
S&P Target Date 2020 Index (TR)
Total Return
Index Level 248.32
1 Day 0.28%
MTD1.88%
QTD2.41%
YTD3.49%
As of Apr 30, 2025
1 MTH
3 MTH
YTD
1 Year
3 Year
Annualized
5 Year
Annualized
10 Year
Annualized
S&P Target Date 2020 Index (TR)
Total Return
1 MTH0.52%
3 MTH-0.10%
YTD1.58%
1 Year9.09%
3 Year
Annualized5.94%
5 Year
Annualized6.29%
10 Year
Annualized5.36%
As of Apr 30, 2025
Annualized Risk
3 Year
5 Year
10 Year
Annualized Risk-Adj Returns
3 Year
5 Year
10 Year
S&P Target Date 2020 Index (TR)
Total Return
Annualized Risk
3 Year9.57%
5 Year8.94%
10 Year8.32%
Annualized Risk-Adj Returns
3 Year0.62%
5 Year0.70%
10 Year0.64%
Risk is defined as standard deviation calculated using monthly values.
As of May 16, 2025

SPTGT20T

Documents

Factsheet
Methodology
S&P Target Date Index Series Methodology

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