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MRTLX: MassMutual RetireSMART 2020 L (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/30/2004 |
| Last Dividend Date: | 08/30/2013 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.06% |
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Performance Analytics (As of 11/20/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/30/2004 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 2.4 | 10.9 | 8.9 | 5.0 | 5.1 | 0.2 | 17.3 | 13.9 | -1.8 | 13.8 | 30.7 | -32.5 | 5.4 | 7.8 | 5.5 | 8.2 |
| Sharpe Ratio | NA | 0.51 | 1.25 | 0.72 | 0.27 | 0.28 | 0.04 | 2.05 | 1.4 | -0.1 | 0.89 | 1.41 | -1.13 | 0.24 | 0.6 | 0.55 | 1.12 |
| Draw Down(%) | NA | 3.9 | 8.4 | 17.4 | 46.8 | 46.8 | 3.9 | 6.5 | 8.4 | 17.4 | 12.3 | 20.8 | 43.1 | 6.4 | 5.3 | 3.8 | 5.2 |
| Standard Deviation(%) | NA | 4.6 | 8.7 | 12.3 | 15.2 | 14.7 | 4.4 | 8.5 | 10.0 | 17.8 | 15.3 | 21.8 | 29.5 | 9.9 | 7.6 | 6.0 | 7.1 |
| Treynor Ratio | NA | 0.09 | 0.12 | 0.08 | 0.04 | 0.04 | 0.01 | 0.17 | 0.14 | -0.02 | 0.12 | 0.27 | -0.33 | 0.03 | 0.05 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.01 | -0.01 | -0.01 | 0.01 | -0.03 | -0.01 | -0.01 | NA | NA |
| Beta | NA | 0.26 | 0.88 | 1.05 | 1.03 | 1.03 | 0.23 | 1.02 | 1.02 | 1.08 | 1.18 | 1.13 | 1.0 | 0.85 | 0.89 | NA | NA |
| RSquared | NA | 0.13 | 0.63 | 0.78 | 0.85 | 0.83 | 0.11 | 0.75 | 0.71 | 0.85 | 0.89 | 0.98 | 0.9 | 0.94 | 0.38 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 1.4 | 1.6 | 3.4 | N/A | 0.0 | 1.8 | 2.0 | 1.7 | 1.7 | 0.0 | 6.6 | 9.0 | 5.1 | 3.9 | 2.2 |
| Dividend Growth(%) | N/A | -100.0 | -43.6 | -76.6 | N/A | N/A | -100.0 | 3.2 | 12.8 | 11.6 | N/A | -100.0 | -30.2 | 80.7 | 36.6 | 82.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/30/2004
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See Target Date 2016-2020 Asset Class Trend Rankings |
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