Find A Portfolio/Ticker
Comparison Box
MMRYX: MASSMUTUAL RETIRESMART 2050 FUND ADMINISTRATIVE CLASS (MUTUAL FUND)
Basic Info 8.72 0.04(0.46%) June 14
Asset Class: | Target Date 2046-2050 |
MyPlanIQ Rating: | (87%) |
Start Date: | 12/19/2007 |
Last Dividend Date: | 12/18/2023 |
12-Mo. Yield | 3.45% |
Expenses | 1.08% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 06/14/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/19/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.0 | 7.1 | 14.8 | 3.1 | 9.1 | 7.3 | 9.8 | 6.5 | 19.1 | -17.4 | 18.1 | 12.6 | 24.9 | -7.6 | 20.6 | 7.1 | -2.7 | 3.7 | 25.1 | 16.4 | -4.5 | 15.8 | 34.5 | -39.3 | 1.6 |
Sharpe Ratio | NA | 1.38 | 1.27 | 0.06 | 0.41 | 0.39 | NA | 0.3 | 1.29 | -0.91 | 1.63 | 0.4 | 2.37 | -0.66 | 3.11 | 0.49 | -0.2 | 0.32 | 2.29 | 1.23 | -0.18 | 0.82 | 1.27 | -1.05 | 5.14 |
Draw Down(%) | NA | 5.0 | 11.0 | 25.2 | 33.9 | 33.9 | NA | 53.5 | 11.0 | 25.2 | 5.6 | 33.9 | 5.4 | 17.0 | 1.9 | 12.1 | 13.0 | 11.1 | 7.3 | 11.9 | 22.7 | 15.1 | 25.2 | 50.8 | 1.4 |
Standard Deviation(%) | NA | 9.7 | 10.4 | 14.9 | 18.5 | 15.6 | NA | 19.1 | 11.6 | 20.7 | 11.1 | 30.6 | 9.9 | 13.4 | 6.4 | 14.0 | 13.6 | 11.5 | 10.9 | 13.4 | 24.5 | 19.1 | 27.1 | 38.4 | 14.9 |
Treynor Ratio | NA | 0.17 | 0.16 | 0.01 | 0.09 | 0.08 | NA | 0.07 | 0.18 | -0.24 | 0.29 | 0.14 | 0.31 | -0.12 | 0.23 | 0.07 | -0.03 | 0.05 | 0.27 | 0.17 | -0.04 | 0.15 | 0.35 | -0.46 | 0.84 |
Alpha | NA | -0.03 | -0.02 | -0.02 | -0.01 | -0.01 | NA | -0.01 | -0.01 | -0.02 | 0.0 | -0.01 | 0.0 | -0.02 | 0.01 | -0.02 | -0.02 | -0.02 | -0.01 | 0.0 | -0.03 | 0.0 | 0.03 | -0.04 | 0.08 |
Beta | NA | 0.79 | 0.84 | 0.77 | 0.81 | 0.82 | NA | 0.88 | 0.82 | 0.78 | 0.63 | 0.85 | 0.77 | 0.76 | 0.85 | 0.98 | 0.84 | 0.69 | 0.91 | 0.98 | 1.03 | 1.03 | 0.98 | 0.88 | 0.91 |
RSquared | NA | 0.83 | 0.84 | 0.8 | 0.88 | 0.87 | NA | 0.89 | 0.87 | 0.84 | 0.58 | 0.94 | 0.94 | 0.94 | 0.78 | 0.84 | 0.92 | 0.47 | 0.85 | 0.86 | 0.97 | 0.95 | 0.97 | 0.89 | 0.94 |
Yield(%) | N/A | 0.0 | 3.4 | 8.1 | 8.7 | 7.5 | 10.4 | N/A | 3.8 | 9.4 | 15.3 | 2.0 | 12.5 | 14.2 | 6.0 | 1.9 | 7.3 | 12.2 | 9.5 | 6.2 | 6.5 | 3.0 | 1.4 | 3.2 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -70.6 | 3.4 | -4.7 | N/A | N/A | N/A | -70.6 | -36.6 | 739.5 | -82.1 | -32.0 | 171.2 | 245.0 | -77.3 | -44.7 | 44.6 | 72.6 | -16.5 | 141.1 | 174.4 | -73.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/19/2007
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 2046-2050 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2046-2050
Best Mutual Funds
- PPLIX (PRINCIPAL LIFETIME 2050 FUND INSTITUTIONAL CLASS) (100%)
- PTEFX (PRINCIPAL LIFETIME 2050 FUND R-5) (99%)
- ARFSX (ONE CHOICE 2050 PORTFOLIO I CLASS) 0.34% (96%)
- ARFVX (ONE CHOICE 2050 PORTFOLIO INVESTOR CLASS) 0.27% (95%)
- FFFHX (FIDELITY FREEDOM 2050 FUND FIDELITY FREEDOM 2050 FUND) 0.45% (94%)
- FFFPX (FIDELITY ADVISOR FREEDOM 2050 FUND CLASS I) 0.52% (93%)
- JTSIX (JPMORGAN SMARTRETIREMENT 2050 FUND INSTITUTIONAL CLASS) 0.40% (92%)
- JTSSX (JPMORGAN SMARTRETIREMENT 2050 FUND SELECT CLASS) 0.40% (90%)
- LPRFX (BLACKROCK LIFEPATH DYNAMIC 2050 FUND INVESTOR A SHARES) (89%)
- LPSGX (BLACKROCK LIFEPATH DYNAMIC 2050 FUND CLASS K) (88%)