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MDRYX: MASSMUTUAL RETIRESMART IN RETIREMENT FUND ADMINISTRATIVE CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: | (87%) |
| Start Date: | 02/03/2004 |
| Last Dividend Date: | 01/24/2025 |
| 12-Mo. Yield | 109.03% |
| Expenses | 0.69% |
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Performance Analytics (As of 04/16/2025)
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 | -1.2 | 6.1 | 1.8 | 1.9 | 2.0 | NA | NA | � | 6.7 | 11.2 | -16.7 | -2.7 | 7.1 | 14.7 | -4.2 | 9.1 | 5.0 | -2.1 | 3.6 | 6.8 | 9.5 | 2.7 | 10.1 | 20.2 | -16.2 | 5.5 | 5.3 | 5.4 | 1.9 |
| Sharpe Ratio | NA | -1.44 | -0.06 | -0.32 | -0.08 | 0.05 | NA | NA | 0.28 | 0.02 | 1.09 | -1.72 | -0.27 | 0.57 | 3.67 | -1.05 | 3.16 | 0.93 | -0.42 | 0.72 | 1.47 | 2.02 | 0.33 | 0.55 | 2.17 | -1.37 | 0.48 | 0.34 | 0.8 | 0.2 |
| Draw Down(%) | NA | 3.1 | 5.5 | 12.5 | 26.7 | 26.7 | NA | NA | 26.7 | 3.2 | 6.7 | 18.8 | 10.8 | 17.7 | 1.4 | 8.0 | 1.1 | 4.0 | 6.2 | 5.3 | 5.0 | 3.7 | 7.3 | 11.3 | 9.7 | 24.3 | 3.6 | 3.2 | 2.3 | 4.6 |
| Standard Deviation(%) | NA | 4.9 | 5.6 | 7.7 | 8.3 | 7.3 | NA | NA | 8.0 | 5.9 | 6.5 | 10.5 | 10.3 | 11.9 | 3.6 | 5.2 | 2.7 | 5.2 | 5.1 | 5.0 | 4.6 | 4.7 | 8.1 | 18.1 | 9.3 | 12.5 | 5.1 | 6.1 | 4.0 | 5.3 |
| Treynor Ratio | NA | -0.52 | -0.01 | -0.03 | -0.01 | 0.0 | NA | NA | 0.02 | 0.0 | 0.07 | -0.16 | -0.09 | 0.07 | 0.13 | -0.05 | 0.08 | 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 | -0.03 | 0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.01 | 0.01 | -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 | 0.13 | 0.47 | 0.91 | 0.81 | 0.88 | NA | NA | 0.97 | 0.74 | 1.06 | 1.13 | 0.29 | 0.98 | 1.06 | 1.18 | 1.04 | 1.01 | 1.14 | 0.82 | 1.11 | 1.13 | 1.29 | 1.05 | 1.07 | 1.05 | 1.02 | 0.89 | 0.89 | 0.83 |
| RSquared | NA | 0.04 | 0.34 | 0.72 | 0.47 | 0.56 | NA | NA | 0.52 | 0.61 | 0.89 | 0.88 | 0.05 | 0.65 | 0.88 | 0.94 | 0.75 | 0.68 | 0.93 | 0.27 | 0.86 | 0.75 | 0.92 | 0.09 | 0.93 | 0.9 | 0.86 | 0.32 | 0.58 | 0.42 |
| Yield(%) | N/A | 101.6 | 109.0 | 36.0 | 22.5 | 12.2 | 10.6 | 8.8 | N/A | 5.5 | 3.1 | 4.0 | 3.1 | 3.4 | 3.2 | 4.4 | 1.8 | 2.3 | 2.4 | 2.5 | 2.7 | 3.1 | 2.9 | 2.8 | 0.0 | 7.1 | 8.2 | 4.9 | 6.6 | 0.0 |
| Dividend Growth(%) | N/A | 1780.3 | 3614.7 | 926.7 | 695.4 | 233.0 | N/A | N/A | N/A | 87.6 | -36.5 | 19.3 | -4.7 | 19.3 | -34.2 | 168.1 | -20.1 | -10.8 | -2.2 | -2.8 | -9.0 | 7.6 | 9.1 | N/A | -100.0 | -15.9 | 67.3 | -26.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/03/2004
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