Multi-Asset Retirement S&P Target Date

S&P Target Date To 2055 Index

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As of Jun 06, 2025
353.64
11.27%
1 Yr Return
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Index Name
Total Return
1 Yr Return
S&P Target Date To 2055 Index (TR)
Launch Date: Jun 07, 2012
Total Return353.64
1 Yr Return11.27%

The index Launch Date is Jun 07, 2012. 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 To 2055 Index (TR)
Total Return
Index Level 353.64
1 Day 0.45%
MTD1.17%
QTD6.58%
YTD6.30%
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 To 2055 Index (TR)
Total Return
1 MTH4.47%
3 MTH2.46%
YTD5.07%
1 Year11.01%
3 Year
Annualized10.75%
5 Year
Annualized12.11%
10 Year
Annualized8.55%
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 To 2055 Index (TR)
Total Return
Annualized Risk
3 Year14.81%
5 Year14.15%
10 Year13.56%
Annualized Risk-Adj Returns
3 Year0.73%
5 Year0.86%
10 Year0.63%
Risk is defined as standard deviation calculated using monthly values.
As of Jun 06, 2025

Documents

Factsheet
Methodology
S&P Target Date Index Series Methodology

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