Multi-Asset Retirement S&P Target Date

S&P Target Date 2030 Index

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As of Jun 06, 2025
288.00
9.09%
1 Yr Return
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Index Name
Total Return
1 Yr Return
S&P Target Date 2030 Index (TR)
Launch Date: Sep 25, 2008
Total Return288.00
1 Yr Return9.09%

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 Jun 06, 2025
Index Level
1 Day
MTD
QTD
YTD
S&P Target Date 2030 Index (TR)
Total Return
Index Level 288.00
1 Day 0.12%
MTD0.64%
QTD4.23%
YTD4.75%
As of May 30, 2025
1 MTH
3 MTH
YTD
1 Year
3 Year
Annualized
5 Year
Annualized
10 Year
Annualized
S&P Target Date 2030 Index (TR)
Total Return
1 MTH2.96%
3 MTH1.55%
YTD4.09%
1 Year9.51%
3 Year
Annualized7.97%
5 Year
Annualized8.53%
10 Year
Annualized6.87%
As of May 30, 2025
Annualized Risk
3 Year
5 Year
10 Year
Annualized Risk-Adj Returns
3 Year
5 Year
10 Year
S&P Target Date 2030 Index (TR)
Total Return
Annualized Risk
3 Year11.37%
5 Year10.89%
10 Year10.59%
Annualized Risk-Adj Returns
3 Year0.70%
5 Year0.78%
10 Year0.65%
Risk is defined as standard deviation calculated using monthly values.
As of Jun 06, 2025

SPTGT30T

Documents

Factsheet
Methodology
S&P Target Date Index Series Methodology

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