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MDRSX: MASSMUTUAL RETIRESMART IN RETIREMENT FUND SERVICE CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: | (88%) |
| Start Date: | 02/03/2004 |
| Last Dividend Date: | 01/14/2025 |
| 12-Mo. Yield | 7.60% |
| Expenses | 0.69% |
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Performance Analytics (As of 04/22/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/03/2004 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.7 | 7.9 | 3.1 | 2.4 | 2.3 | 3.6 | 3.8 | 3.6 | 6.9 | 11.3 | -16.5 | -2.6 | 7.1 | 14.9 | -4.2 | 9.3 | 5.1 | -2.0 | 3.6 | 6.9 | 9.6 | 2.8 | 10.0 | 20.1 | -16.2 | 5.6 | 5.3 | 5.5 | 1.8 |
| Sharpe Ratio | NA | -0.17 | 0.29 | -0.16 | -0.02 | 0.09 | NA | NA | 0.3 | 0.06 | 1.08 | -1.71 | -0.26 | 0.58 | 3.73 | -1.06 | 3.4 | 0.94 | -0.39 | 0.71 | 1.49 | 2.02 | 0.34 | 0.55 | 2.16 | -1.36 | 0.49 | 0.34 | 0.83 | 0.18 |
| Draw Down(%) | NA | 1.4 | 3.8 | 11.1 | 26.7 | 26.7 | NA | NA | 26.7 | 3.2 | 6.8 | 18.8 | 10.7 | 17.7 | 1.4 | 7.9 | 1.1 | 4.0 | 6.2 | 5.3 | 5.0 | 3.7 | 7.3 | 11.2 | 9.8 | 24.2 | 3.6 | 3.2 | 2.3 | 4.6 |
| Standard Deviation(%) | NA | 3.5 | 5.2 | 7.6 | 8.2 | 7.3 | NA | NA | 8.0 | 5.8 | 6.5 | 10.5 | 10.3 | 11.9 | 3.6 | 5.2 | 2.6 | 5.2 | 5.1 | 5.0 | 4.6 | 4.8 | 8.1 | 18.1 | 9.3 | 12.5 | 5.2 | 6.1 | 4.0 | 5.4 |
| Treynor Ratio | NA | -0.04 | 0.03 | -0.01 | 0.0 | 0.01 | NA | NA | 0.02 | 0.0 | 0.07 | -0.16 | -0.09 | 0.07 | 0.13 | -0.05 | 0.09 | 0.05 | -0.02 | 0.04 | 0.06 | 0.08 | 0.02 | 0.1 | 0.19 | -0.16 | 0.02 | 0.02 | 0.04 | 0.01 |
| Alpha | NA | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.01 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.02 | 0.01 | 0.02 | -0.02 | -0.01 | 0.0 | 0.01 | -0.02 |
| Beta | NA | 0.15 | 0.46 | 0.91 | 0.81 | 0.89 | NA | NA | 0.97 | 0.73 | 1.07 | 1.13 | 0.3 | 0.98 | 1.05 | 1.17 | 1.01 | 1.04 | 1.14 | 0.85 | 1.11 | 1.14 | 1.3 | 1.05 | 1.07 | 1.04 | 1.03 | 0.87 | 0.89 | 0.83 |
| RSquared | NA | 0.11 | 0.38 | 0.73 | 0.48 | 0.57 | NA | NA | 0.52 | 0.61 | 0.89 | 0.89 | 0.05 | 0.65 | 0.88 | 0.94 | 0.77 | 0.72 | 0.92 | 0.29 | 0.86 | 0.75 | 0.93 | 0.09 | 0.93 | 0.89 | 0.86 | 0.32 | 0.58 | 0.41 |
| Yield(%) | N/A | 2.0 | 7.6 | 4.8 | 4.3 | 3.5 | 3.7 | 4.0 | N/A | 5.6 | 3.3 | 4.0 | 3.3 | 3.5 | 3.3 | 4.5 | 1.9 | 2.4 | 2.5 | 2.5 | 2.8 | 3.3 | 2.9 | 2.9 | 0.0 | 7.1 | 8.3 | 4.9 | 6.7 | 0.0 |
| Dividend Growth(%) | N/A | -64.4 | 149.7 | 30.8 | 45.9 | -6.1 | N/A | N/A | N/A | 84.1 | -35.1 | 16.8 | -4.6 | 19.8 | -33.4 | 156.1 | -18.7 | -9.1 | 3.0 | -7.6 | -9.4 | 10.7 | 7.8 | N/A | -100.0 | -16.3 | 67.9 | -26.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/03/2004
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