Find A Portfolio/Ticker
Comparison Box
MRTAX: MASSMUTUAL RETIRESMART 2020 FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: | (50%) |
| Start Date: | 01/30/2004 |
| Last Dividend Date: | 01/24/2025 |
| 12-Mo. Yield | 108.73% |
| Expenses | 1.17% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 04/17/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/30/2004 |
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 | -0.1 | 6.9 | 2.0 | 2.3 | 2.7 | NA | NA | � | 6.5 | 10.9 | -16.9 | -1.4 | 7.5 | 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 | -0.75 | 0.1 | -0.31 | -0.04 | 0.13 | NA | NA | 0.23 | -0.01 | 1.02 | -1.74 | -0.15 | 0.58 | 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 | 2.8 | 5.2 | 12.5 | 25.6 | 25.6 | NA | NA | 47.0 | 3.3 | 6.8 | 18.9 | 9.2 | 18.5 | 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 | 4.3 | 5.4 | 7.6 | 8.2 | 8.2 | NA | NA | 12.0 | 5.8 | 6.5 | 10.5 | 9.7 | 12.4 | 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 | -0.3 | 0.01 | -0.03 | -0.01 | 0.07 | NA | NA | 0.06 | 0.0 | 0.08 | -0.22 | -0.17 | 0.12 | 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 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | 0.0 | 0.01 | -0.02 | 0.0 | 0.01 | 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 | 0.11 | 0.56 | 0.78 | 0.45 | 0.16 | NA | NA | 0.44 | 1.02 | 0.8 | 0.84 | 0.09 | 0.59 | 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 | 0.05 | 0.47 | 0.75 | 0.35 | 0.15 | NA | NA | 0.38 | 0.96 | 0.76 | 0.86 | 0.02 | 0.62 | 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 | 101.6 | 108.7 | 35.8 | 22.7 | 12.7 | 12.2 | 9.3 | N/A | 3.7 | 3.4 | 1.9 | 2.3 | 3.2 | 6.4 | 9.8 | 3.0 | 1.8 | 5.1 | 2.0 | 1.6 | 1.7 | 1.4 | 1.5 | 0.0 | 6.4 | 8.9 | 4.9 | 3.8 | 2.2 |
| Dividend Growth(%) | N/A | 2748.6 | 3329.8 | 767.6 | 305.5 | 360.8 | N/A | N/A | N/A | 16.3 | 44.6 | -21.5 | -23.8 | -45.1 | -44.2 | 265.9 | 72.3 | -67.7 | 156.6 | 44.4 | 6.3 | 12.8 | 9.3 | N/A | -100.0 | -31.0 | 83.1 | 35.1 | 77.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/30/2004
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 2016-2020 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2016-2020
Best Mutual Funds
- TRRBX (T.ROWE PRICE RETIREMENT 2020 FUND T. ROWE PRICE RETIREMENT 2020 FUND) (100%)
- FFFDX (FIDELITY FREEDOM 2020 FUND FIDELITY FREEDOM 2020 FUND) (98%)
- SWCRX (SCHWAB TARGET 2020 FUND SCHWAB TARGET 2020 FUND) (96%)
- TCLTX (TIAA-CREF LIFECYCLE 2020 FUND RETIREMENT CLASS) (94%)
- FDIFX (FIDELITY ADVISOR FREEDOM 2020 FUND CLASS I) (92%)
- PLWIX (PRINCIPAL LIFETIME 2020 FUND INSTITUTIONAL CLASS) (90%)
- PTBPX (PRINCIPAL LIFETIME 2020 FUND R-5) (88%)
- SPGRX (DEUTSCHE MULTI-ASSET GLOBAL ALLOCATION FUND CLASS S) (86%)
- MRTSX (MASSMUTUAL RETIRESMART 2020 FUND SERVICE CLASS) (82%)
- MRTYX (MASSMUTUAL RETIRESMART 2020 FUND ADMINISTRATIVE CLASS) (80%)
Latest Articles Related to MRTAX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
