Multi-Asset Retirement S&P Target Date

S&P Target Date Retirement Income Index

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As of Jun 13, 2025
206.01
7.04%
1 Yr Return
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Index Name
Total Return
1 Yr Return
S&P Target Date Retirement Income Index (TR)
Launch Date: Sep 25, 2008
Total Return206.01
1 Yr Return7.04%

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 13, 2025
Index Level
1 Day
MTD
QTD
YTD
S&P Target Date Retirement Income Index (TR)
Total Return
Index Level 206.01
1 Day -0.52%
MTD0.48%
QTD2.51%
YTD4.16%
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 Retirement Income Index (TR)
Total Return
1 MTH1.45%
3 MTH1.07%
YTD3.67%
1 Year7.91%
3 Year
Annualized5.61%
5 Year
Annualized4.42%
10 Year
Annualized4.31%
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 Retirement Income Index (TR)
Total Return
Annualized Risk
3 Year8.07%
5 Year7.22%
10 Year6.26%
Annualized Risk-Adj Returns
3 Year0.70%
5 Year0.61%
10 Year0.69%
Risk is defined as standard deviation calculated using monthly values.
As of Jun 13, 2025

Description

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Factsheet
Methodology
S&P Target Date Index Series Methodology

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