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MMJAX: MASSMUTUAL RETIRESMART 2015 FUND CLASS A (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2011-2015 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/05/2010 |
Last Dividend Date: | 01/23/2019 |
12-Mo. Yield | 0.00% |
Expenses | 1.25% |
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Performance Analytics (As of 01/07/2022)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -36.2 | -13.4 | -7.0 | -0.6 | 0.2 | 0.0 | -36.2 | 0.0 | 2.9 | -3.7 | 10.9 | 5.6 | -2.5 | 3.5 | 13.4 | 12.5 | -0.7 | 7.8 |
Sharpe Ratio | NA | -0.81 | -0.54 | -0.38 | -0.06 | -0.01 | NA | -0.89 | 0.0 | 0.99 | -0.83 | 3.13 | 0.75 | -0.35 | 0.59 | 1.94 | 1.51 | -0.04 | 0.74 |
Draw Down(%) | NA | 36.2 | 36.2 | 38.8 | 38.8 | 38.8 | NA | 36.2 | 0.0 | 0.4 | 8.3 | 1.2 | 5.9 | 7.9 | 5.8 | 6.1 | 7.1 | 15.0 | 10.2 |
Standard Deviation(%) | NA | 45.0 | 26.0 | 20.4 | 15.3 | 15.2 | NA | 55.9 | NA | 1.5 | 6.0 | 3.3 | 7.2 | 7.0 | 6.0 | 6.9 | 8.3 | 15.7 | 14.0 |
Treynor Ratio | NA | 5.79 | 3.84 | -1.0 | -0.02 | 0.0 | NA | 0.49 | NA | 0.24 | -0.12 | 0.43 | 0.07 | -0.05 | 0.05 | 0.14 | 0.13 | -0.01 | 0.09 |
Alpha | NA | -0.14 | -0.05 | -0.03 | -0.01 | -0.02 | NA | -0.19 | 0.0 | 0.0 | 0.0 | 0.03 | 0.02 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 |
Beta | NA | -0.06 | -0.04 | 0.08 | 0.39 | 0.64 | NA | -1.03 | 0.0 | 0.06 | 0.43 | 0.24 | 0.72 | 0.52 | 0.64 | 0.93 | 0.97 | 1.17 | 1.1 |
RSquared | NA | 0.0 | 0.0 | 0.0 | 0.06 | 0.17 | NA | 0.01 | 0.0 | 0.06 | 0.4 | 0.19 | 0.6 | 0.48 | 0.42 | 0.77 | 0.78 | 0.95 | 0.85 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.8 | 7.8 | 5.1 | 3.9 | 2.1 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -36.8 | 67.3 | 23.8 | 100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/01/2010
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