Price and Performance
Understanding your investment choices
Below, you’ll find detailed performance information on the various OregonSaves investment funds. Please see the Program Description for more information.
Keep in mind that the performance data shown represent past performance and are not a guarantee of future results. Investment returns and principal values will fluctuate, so when you sell your investments, they could be worth more or less than their original cost. Current performance may be higher or lower than the performance data below.
Investment Funds
| Name | YTD returns as of 12/31/2021 | Average annual total returns as of 12/31/2021 |
Unit value as of 12/31/2021 | Inception date | ||||
|---|---|---|---|---|---|---|---|---|
| 1-year | 3-year | 5-year | 10-year | Since inception | ||||
|
Target Retirement Fund State Street Target Retirement Fund (SSFOX) |
5.83% | 5.83% | 9.33% | — | — | 6.00% | $13.24 | 07/03/17 |
|
Target Retirement Fund 2020 State Street Target Retirement 2020 Fund (SSBOX) |
7.34% | 7.34% | 11.45% | — | — | 7.42% | $14.08 | 07/03/17 |
|
Target Retirement Fund 2025 State Street Target Retirement 2025 Fund (SSBSX) |
8.42% | 8.42% | 13.83% | — | — | 8.95% | $15.03 | 07/03/17 |
|
Target Retirement Fund 2030 State Street Target Retirement 2030 Fund (SSBYX) |
8.69% | 8.69% | 15.33% | — | — | 9.86% | $15.66 | 07/03/17 |
|
Target Retirement Fund 2035 State Street Target Retirement 2035 Fund (SSCKX) |
9.38% | 9.38% | 16.24% | — | — | 10.39% | $16.03 | 07/03/17 |
|
Target Retirement Fund 2040 State Street Target Retirement 2040 Fund (SSCQX) |
10.24% | 10.24% | 17.05% | — | — | 10.84% | $16.34 | 07/03/17 |
|
Target Retirement Fund 2045 State Street Target Retirement 2045 Fund (SSDEX) |
10.73% | 10.73% | 17.67% | — | — | 11.21% | $16.61 | 07/03/17 |
|
Target Retirement Fund 2050 State Street Target Retirement 2050 Fund (SSDLX) |
11.21% | 11.21% | 18.07% | — | — | 11.39% | $16.76 | 07/03/17 |
|
Target Retirement Fund 2055 State Street Target Retirement 2055 Fund (SSDQX) |
10.92% | 10.92% | 17.92% | — | — | 11.35% | $16.75 | 07/03/17 |
|
Target Retirement Fund 2060 State Street Target Retirement 2060 Fund (SSDYX) |
10.85% | 10.85% | 17.92% | — | — | 11.33% | $16.73 | 07/03/17 |
|
Target Retirement Fund 2065 State Street Target Retirement 2065 Fund (SSFKX) |
10.35% | 10.35% | 17.68% | — | — | 11.17% | $16.70 | 07/03/17 |
|
Target Retirement Fund 2070 State Street Target Retirement 2065 Fund (SSFKX) |
11.32% | 11.32% | — | — | — | 25.16% | $15.31 | 04/17/20 |
|
S&P 500® Index Option State Street Equity 500 Index Fund (SSSYX) |
24.98% | 24.98% | 24.02% | — | — | 16.51% | $20.41 | 07/03/17 |
|
Money Market Option State Street Institutional Liquid Reserves (SSIXX) |
0.17% | 0.17% | 0.62% | — | — | 0.67% | $10.26 | 07/03/17 |