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MRTAX: MASSMUTUAL RETIRESMART 2020 FUND CLASS A (MUTUAL FUND)
Basic Info 10.81 0.07(0.65%) May 03
Asset Class: | Target Date 2016-2020 |
MyPlanIQ Rating: | (50%) |
Start Date: | 01/30/2004 |
Last Dividend Date: | 12/18/2023 |
12-Mo. Yield | 2.14% |
Expenses | 1.17% |
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Performance Analytics (As of 05/03/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/30/2004 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.0 | 1.2 | 7.5 | -1.2 | 3.0 | 3.7 | 7.0 | 4.6 | 4.5 | 10.9 | -16.9 | 6.7 | 9.7 | 16.0 | -4.3 | 13.3 | 5.9 | -2.6 | 3.4 | 17.1 | 13.7 | -2.2 | 13.6 | 30.4 | -32.7 | 5.1 | 7.7 | 5.2 | 7.9 |
Sharpe Ratio | NA | -0.01 | 0.56 | -0.45 | 0.16 | 0.31 | NA | NA | 0.28 | 1.02 | -1.7 | 1.47 | 0.63 | 3.44 | -0.76 | 3.17 | 0.62 | -0.28 | 0.43 | 2.1 | 1.4 | -0.12 | 0.89 | 1.39 | -1.14 | 0.21 | 0.67 | 0.49 | 1.07 |
Draw Down(%) | NA | 3.3 | 6.8 | 19.4 | 19.4 | 19.4 | NA | NA | 47.0 | 6.8 | 19.0 | 2.6 | 19.1 | 1.8 | 9.9 | 1.3 | 7.9 | 9.5 | 7.7 | 6.4 | 8.4 | 17.7 | 12.3 | 20.9 | 43.2 | 6.5 | 5.3 | 3.8 | 5.3 |
Standard Deviation(%) | NA | 6.1 | 6.5 | 7.8 | 9.3 | 8.4 | NA | NA | 12.2 | 6.5 | 10.8 | 4.6 | 15.0 | 4.2 | 7.4 | 4.0 | 9.1 | 9.1 | 7.7 | 8.1 | 9.8 | 18.5 | 15.2 | 21.7 | 29.3 | 10.0 | 6.7 | 6.2 | 7.2 |
Treynor Ratio | NA | 0.0 | 0.04 | -0.04 | 0.12 | 0.16 | NA | NA | 0.08 | 0.07 | -0.21 | 0.11 | 0.29 | 8.09 | -0.36 | 0.12 | 0.05 | -0.02 | 0.04 | 0.16 | 0.12 | -0.02 | 0.11 | 0.27 | -0.33 | 0.03 | 0.05 | 0.0 | 0.0 |
Alpha | NA | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | NA | NA | 0.01 | 0.0 | -0.02 | 0.01 | 0.02 | 0.05 | -0.02 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.01 | -0.03 | -0.01 | -0.01 | NA | NA |
Beta | NA | 0.99 | 0.92 | 0.85 | 0.12 | 0.17 | NA | NA | 0.44 | 0.9 | 0.86 | 0.61 | 0.32 | 0.02 | 0.16 | 1.03 | 1.1 | 1.07 | 0.86 | 1.08 | 1.1 | 1.21 | 1.23 | 1.13 | 1.01 | 0.82 | 0.84 | NA | NA |
RSquared | NA | 0.93 | 0.79 | 0.8 | 0.12 | 0.16 | NA | NA | 0.38 | 0.8 | 0.82 | 0.68 | 0.29 | 0.05 | 0.21 | 0.87 | 0.94 | 0.97 | 0.51 | 0.89 | 0.86 | 0.99 | 0.98 | 0.98 | 0.93 | 0.84 | 0.45 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 3.3 | 4.8 | 5.3 | 4.8 | 6.2 | 4.6 | N/A | 3.4 | 1.9 | 10.3 | 5.2 | 6.4 | 9.8 | 3.0 | 1.8 | 5.2 | 2.0 | 1.6 | 1.7 | 1.4 | 1.5 | 0.0 | 6.4 | 8.9 | 5.0 | 3.7 | 2.3 |
Dividend Growth(%) | N/A | -100.0 | 47.8 | -28.6 | 19.7 | 70.3 | N/A | N/A | N/A | 47.8 | -82.3 | 103.1 | -9.9 | -44.1 | 262.9 | 75.0 | -68.3 | 162.5 | 41.2 | 6.2 | 14.3 | 7.7 | N/A | -100.0 | -31.0 | 81.8 | 37.5 | 73.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/30/2004
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