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MYRLX: MassMutual RetireSMART 2030 L (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/30/2004 |
| Last Dividend Date: | 12/23/2013 |
| 12-Mo. Yield | 0.42% |
| Expenses | 1.09% |
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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 | 2.6 | 12.6 | 9.8 | 5.2 | 5.4 | -0.2 | 21.6 | 15.3 | -3.4 | 14.7 | 33.2 | -38.0 | 6.0 | 9.9 | 6.9 | 10.2 |
| Sharpe Ratio | NA | 0.46 | 1.2 | 0.67 | 0.23 | 0.24 | -0.05 | 2.17 | 1.26 | -0.16 | 0.82 | 1.31 | -1.07 | 0.21 | 0.69 | 0.55 | 1.01 |
| Draw Down(%) | NA | 4.9 | 10.3 | 20.5 | 53.7 | 53.7 | 4.9 | 7.0 | 10.3 | 20.5 | 14.2 | 23.7 | 49.1 | 8.9 | 8.1 | 5.5 | 7.7 |
| Standard Deviation(%) | NA | 5.6 | 10.5 | 14.7 | 18.5 | 18.0 | 5.5 | 9.9 | 12.2 | 21.2 | 17.9 | 25.4 | 36.2 | 14.0 | 9.7 | 8.6 | 10.1 |
| Treynor Ratio | NA | 0.12 | 0.15 | 0.1 | 0.04 | 0.04 | -0.02 | 0.22 | 0.16 | -0.03 | 0.13 | 0.31 | -0.39 | 0.03 | 0.07 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | -0.01 | -0.02 | -0.01 | -0.01 | 0.01 | 0.01 | -0.01 | 0.0 | 0.01 | -0.03 | 0.0 | -0.02 | NA | NA |
| Beta | NA | 0.22 | 0.84 | 0.99 | 1.01 | 1.01 | 0.18 | 0.97 | 0.97 | 1.03 | 1.11 | 1.08 | 1.0 | 0.97 | 1.02 | NA | NA |
| RSquared | NA | 0.09 | 0.61 | 0.79 | 0.85 | 0.83 | 0.07 | 0.74 | 0.69 | 0.88 | 0.9 | 0.99 | 0.91 | 0.93 | 0.42 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.4 | 1.4 | 1.4 | 3.4 | N/A | 0.0 | 2.0 | 1.6 | 1.3 | 1.3 | 0.0 | 7.2 | 10.4 | 4.9 | 3.2 | 1.4 |
| Dividend Growth(%) | N/A | -67.9 | -31.3 | -80.6 | N/A | N/A | -100.0 | 39.0 | 24.2 | 7.8 | N/A | -100.0 | -35.0 | 121.2 | 64.4 | 145.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/30/2004
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See Target Date 2026-2030 Asset Class Trend Rankings |
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