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MRYAX: MASSMUTUAL RETIRESMART 2030 FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: | (55%) |
| Start Date: | 01/30/2004 |
| Last Dividend Date: | 01/24/2025 |
| 12-Mo. Yield | 110.29% |
| Expenses | 1.06% |
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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 | 1.4 | 9.7 | 1.9 | 4.1 | 3.7 | 81.6 | 57.5 | 53.8 | 8.2 | 13.9 | -22.2 | 2.0 | 8.9 | 20.8 | -6.1 | 17.2 | 6.8 | -2.9 | 3.1 | 21.3 | 15.0 | -3.7 | 14.6 | 32.8 | -38.2 | 5.8 | 9.7 | 6.6 | 10.0 |
| Sharpe Ratio | NA | 0.5 | 0.5 | -0.22 | 0.12 | 0.18 | NA | NA | 0.22 | 0.22 | 1.18 | -1.4 | 0.17 | 0.44 | 2.73 | -0.7 | 3.09 | 0.56 | -0.25 | 0.33 | 2.21 | 1.28 | -0.17 | 0.83 | 1.28 | -1.09 | 0.2 | 0.66 | 0.51 | 0.98 |
| Draw Down(%) | NA | 1.9 | 4.7 | 16.4 | 29.8 | 29.8 | NA | NA | 53.9 | 3.9 | 8.6 | 23.0 | 10.6 | 25.3 | 3.6 | 13.9 | 1.6 | 10.3 | 11.6 | 8.7 | 7.0 | 10.3 | 20.7 | 14.3 | 23.8 | 49.2 | 8.9 | 8.1 | 5.6 | 7.8 |
| Standard Deviation(%) | NA | 3.9 | 6.6 | 11.0 | 11.6 | 11.7 | NA | NA | 15.2 | 7.4 | 8.2 | 16.9 | 11.9 | 19.4 | 7.1 | 10.6 | 5.4 | 11.8 | 11.5 | 9.4 | 9.6 | 11.8 | 21.9 | 17.6 | 25.5 | 35.8 | 14.0 | 9.7 | 8.7 | 10.1 |
| Treynor Ratio | NA | 0.27 | 0.08 | -0.03 | 0.02 | 0.02 | NA | NA | 0.03 | 0.02 | 0.1 | -0.24 | 0.03 | 0.11 | 0.21 | -0.07 | 0.15 | 0.06 | -0.03 | 0.04 | 0.21 | 0.14 | -0.03 | 0.13 | 0.3 | -0.4 | 0.03 | 0.06 | 0.0 | 0.0 |
| Alpha | NA | 0.01 | 0.01 | -0.01 | -0.01 | -0.01 | NA | NA | 0.0 | -0.01 | -0.01 | -0.03 | -0.02 | -0.01 | 0.0 | 0.0 | -0.01 | -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 | 0.07 | 0.43 | 0.82 | 0.85 | 0.87 | NA | NA | 0.98 | 0.92 | 0.95 | 0.98 | 0.75 | 0.78 | 0.94 | 1.01 | 1.12 | 1.09 | 1.06 | 0.85 | 1.03 | 1.05 | 1.13 | 1.14 | 1.09 | 0.99 | 0.97 | 1.01 | NA | NA |
| RSquared | NA | 0.07 | 0.45 | 0.71 | 0.67 | 0.75 | NA | NA | 0.83 | 0.97 | 0.98 | 0.8 | 0.3 | 0.75 | 0.97 | 0.96 | 0.91 | 0.9 | 0.97 | 0.54 | 0.88 | 0.87 | 0.99 | 0.98 | 0.99 | 0.9 | 0.94 | 0.55 | 0.0 | 0.0 |
| Yield(%) | N/A | 102.1 | 110.3 | 35.4 | 24.5 | 13.4 | 13.3 | 10.0 | N/A | 3.1 | 2.7 | 1.7 | 2.4 | 2.5 | 10.5 | 12.5 | 3.8 | 1.7 | 7.2 | 4.2 | 1.5 | 1.4 | 1.0 | 1.1 | 0.0 | 7.0 | 10.3 | 4.7 | 3.1 | 1.3 |
| Dividend Growth(%) | N/A | 3381.8 | 4357.0 | 610.8 | 197.7 | 339.1 | N/A | N/A | N/A | 24.4 | 22.6 | -29.8 | 4.4 | -73.8 | -32.6 | 272.7 | 135.6 | -78.8 | 73.2 | 216.5 | 26.2 | 28.7 | 5.2 | N/A | -100.0 | -35.8 | 125.4 | 63.0 | 144.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/30/2004
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