Find A Portfolio/Ticker
Comparison Box
MRTSX: MASSMUTUAL RETIRESMART 2020 FUND SERVICE CLASS (MUTUAL FUND)
Basic Info 11 0.01(0.09%) May 10
Asset Class: | Target Date 2016-2020 |
MyPlanIQ Rating: | (82%) |
Start Date: | 01/05/2004 |
Last Dividend Date: | 12/18/2023 |
12-Mo. Yield | 3.54% |
Expenses | 1.17% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/05/2004 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.8 | 2.1 | 8.6 | -0.7 | 3.8 | 4.2 | 7.1 | 5.2 | 5.0 | 11.3 | -16.6 | 7.2 | 10.1 | 16.4 | -4.0 | 13.6 | 6.3 | -2.3 | 3.8 | 17.5 | 14.1 | -1.8 | 14.2 | 30.8 | -32.4 | 5.6 | 8.0 | 5.6 | 9.3 |
Sharpe Ratio | NA | 0.03 | 0.62 | -0.4 | 0.2 | 0.35 | NA | NA | 0.32 | 1.11 | -1.68 | 1.57 | 0.64 | 3.53 | -0.72 | 3.23 | 0.67 | -0.25 | 0.48 | 2.13 | 1.45 | -0.1 | 0.93 | 1.41 | -1.14 | 0.26 | 0.63 | 0.57 | 1.19 |
Draw Down(%) | NA | 3.3 | 6.7 | 19.2 | 19.2 | 19.2 | NA | NA | 46.7 | 6.7 | 18.8 | 2.7 | 19.1 | 1.8 | 9.7 | 1.3 | 7.8 | 9.4 | 7.9 | 6.4 | 8.3 | 17.5 | 12.2 | 20.8 | 43.0 | 6.4 | 5.3 | 3.7 | 5.2 |
Standard Deviation(%) | NA | 6.1 | 6.4 | 7.8 | 9.3 | 8.5 | NA | NA | 12.3 | 6.5 | 10.8 | 4.6 | 15.2 | 4.3 | 7.4 | 4.0 | 9.2 | 9.1 | 7.9 | 8.2 | 9.8 | 18.6 | 15.2 | 21.8 | 29.3 | 9.9 | 7.6 | 6.1 | 7.1 |
Treynor Ratio | NA | 0.0 | 0.04 | -0.04 | 0.15 | 0.18 | NA | NA | 0.09 | 0.08 | -0.25 | 1.31 | 0.3 | 8.35 | -0.34 | 0.13 | 0.06 | -0.02 | 0.04 | 0.16 | 0.13 | -0.01 | 0.11 | 0.27 | -0.34 | 0.03 | 0.05 | 0.0 | 0.0 |
Alpha | NA | 0.0 | 0.0 | -0.01 | 0.01 | 0.01 | NA | NA | 0.01 | 0.0 | -0.04 | 0.02 | 0.02 | 0.05 | -0.02 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.01 | -0.03 | -0.01 | -0.01 | NA | NA |
Beta | NA | 1.0 | 0.92 | 0.85 | 0.12 | 0.17 | NA | NA | 0.44 | 0.88 | 0.72 | 0.05 | 0.33 | 0.02 | 0.15 | 1.04 | 1.1 | 1.07 | 0.86 | 1.08 | 1.1 | 1.21 | 1.23 | 1.13 | 0.99 | 0.85 | 0.88 | NA | NA |
RSquared | NA | 0.94 | 0.79 | 0.8 | 0.12 | 0.16 | NA | NA | 0.38 | 0.79 | 0.67 | 0.06 | 0.28 | 0.05 | 0.21 | 0.87 | 0.94 | 0.97 | 0.48 | 0.89 | 0.86 | 0.99 | 0.98 | 0.98 | 0.9 | 0.93 | 0.39 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 3.5 | 5.2 | 5.8 | 5.2 | 6.8 | 5.2 | N/A | 3.7 | 2.2 | 11.1 | 5.5 | 6.6 | 9.9 | 3.4 | 2.1 | 5.7 | 2.4 | 2.1 | 2.1 | 1.8 | 1.8 | 0.0 | 6.8 | 9.3 | 5.2 | 4.0 | 2.6 |
Dividend Growth(%) | N/A | -100.0 | 37.9 | -24.6 | 18.5 | 69.2 | N/A | N/A | N/A | 37.0 | -81.0 | 108.8 | -8.1 | -43.1 | 225.0 | 66.7 | -65.7 | 141.4 | 31.8 | 10.0 | 11.1 | 12.5 | N/A | -100.0 | -30.5 | 81.0 | 34.9 | 65.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/05/2004
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2016-2020 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2016-2020
Best Mutual Funds
- TRRBX (T.ROWE PRICE RETIREMENT 2020 FUND T. ROWE PRICE RETIREMENT 2020 FUND) 0.05% (100%)
- FFFDX (FIDELITY FREEDOM 2020 FUND FIDELITY FREEDOM 2020 FUND) 1.38% (98%)
- SWCRX (SCHWAB TARGET 2020 FUND SCHWAB TARGET 2020 FUND) 0.0% (96%)
- TCLTX (TIAA-CREF LIFECYCLE 2020 FUND RETIREMENT CLASS) 0.08% (94%)
- FDIFX (FIDELITY ADVISOR FREEDOM 2020 FUND CLASS I) 1.58% (92%)
- PLWIX (PRINCIPAL LIFETIME 2020 FUND INSTITUTIONAL CLASS) 0.0% (90%)
- PTBPX (PRINCIPAL LIFETIME 2020 FUND R-5) 0.0% (88%)
- SPGRX (DEUTSCHE MULTI-ASSET GLOBAL ALLOCATION FUND CLASS S) 0.06% (86%)
- MRTSX (MASSMUTUAL RETIRESMART 2020 FUND SERVICE CLASS) 0.09% (82%)
- MRTYX (MASSMUTUAL RETIRESMART 2020 FUND ADMINISTRATIVE CLASS) 0.09% (80%)