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MRXLX: MassMutual RetireSMART 2010 L (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2000-2010 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/30/2004 |
| Last Dividend Date: | 08/30/2013 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.03% |
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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 | 1.9 | 7.7 | 7.1 | 4.3 | 4.4 | 0.7 | 10.2 | 11.0 | 1.1 | 11.4 | 25.0 | -25.0 | 5.8 | 6.6 | 4.0 | 4.1 |
| Sharpe Ratio | NA | 0.64 | 1.3 | 0.87 | 0.32 | 0.34 | 0.27 | 1.68 | 1.65 | 0.1 | 1.11 | 1.64 | -1.25 | 0.44 | 0.51 | 0.42 | 0.62 |
| Draw Down(%) | NA | 2.4 | 5.6 | 11.1 | 36.2 | 36.2 | 2.4 | 5.6 | 5.3 | 11.1 | 7.8 | 15.4 | 34.0 | 4.0 | 3.6 | 2.9 | 4.9 |
| Standard Deviation(%) | NA | 3.0 | 5.9 | 8.1 | 10.5 | 10.2 | 2.8 | 6.1 | 6.7 | 11.3 | 10.2 | 15.2 | 20.7 | 6.4 | 6.5 | 4.4 | 5.7 |
| Treynor Ratio | NA | 0.07 | 0.08 | 0.07 | 0.03 | 0.04 | 0.03 | 0.1 | 0.11 | 0.01 | 0.1 | 0.24 | -0.27 | 0.04 | 0.04 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.02 | -0.03 | 0.0 | -0.01 | NA | NA |
| Beta | NA | 0.29 | 0.93 | 1.02 | 0.97 | 0.97 | 0.25 | 1.07 | 1.03 | 1.04 | 1.09 | 1.05 | 0.94 | 0.73 | 0.83 | NA | NA |
| RSquared | NA | 0.14 | 0.64 | 0.79 | 0.83 | 0.82 | 0.11 | 0.74 | 0.68 | 0.86 | 0.88 | 0.98 | 0.9 | 0.92 | 0.29 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 1.7 | 2.1 | 3.1 | N/A | 0.0 | 2.3 | 2.5 | 2.2 | 2.3 | 0.0 | 6.4 | 6.8 | 4.6 | 3.7 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -42.4 | -59.0 | N/A | N/A | -100.0 | 3.2 | 8.3 | 7.5 | N/A | -100.0 | -8.9 | 50.2 | 28.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/30/2004
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2000-2010 Asset Class Trend Rankings |
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