Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MFRNX (MASSMUTUAL RETIRESMART 2040 FUND CLASS R3) NA 58,836.40% 730.87% 274.76% 95.38% 60.77% 43.66%
Data as of 04/21/2025, Common starting date is 02/04/2004
More Performance Analytics Comparison
Name Start Date End Date
MFRNX (MASSMUTUAL RETIRESMART 2040 FUND CLASS R3) 02/04/2004 04/21/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004
Annualized Return (%) 0.00 58,836.40 730.87 274.76 95.38 60.77 43.66 54,011.18 10.46 17.55 -25.53 3.14 11.95 23.65 -7.95 18.51 6.70 -3.05 2.93 22.19 14.92 -4.41 14.52 33.07 -39.94 5.89 10.90 7.12 11.02
Sharpe Ratio NA 94.11 2.00 0.97 0.47 NA NA 131,793,292.59 0.72 1.33 -1.23 0.21 0.47 2.39 -0.75 3.06 0.51 -0.25 0.30 2.19 1.20 -0.19 0.79 1.24 -1.06 0.17 0.67 0.48 0.96
Standard Deviation(%) NA 630.40 363.98 281.95 199.39 NA NA 1,158.65 9.47 10.52 21.92 14.61 24.99 9.28 12.52 5.86 12.76 12.38 9.85 10.13 12.44 23.04 18.27 26.65 38.57 15.92 11.24 10.18 11.68
Draw Down(%) NA 5.39 19.16 34.66 34.66 NA NA 2.00 5.39 10.40 26.61 13.23 30.58 5.06 16.65 1.83 11.08 12.30 8.84 7.16 11.10 21.65 14.90 25.04 51.39 10.23 9.86 6.62 9.17
Yield(%) 0.00 111.92 36.13 28.00 13.91 13.62 10.17 102.86 8.29 2.07 1.25 3.16 1.60 12.40 12.68 4.58 1.50 8.55 6.66 1.35 1.26 1.19 0.71 0.00 6.95 10.74 5.41 2.59 0.00
Data as of 04/21/2025, Common starting date is 02/04/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MFRNX (MASSMUTUAL RETIRESMART 2040 FUND CLASS R3) -16.91%
Feb 2006 – Feb 2009
-5.61%
Mar 2004 – Mar 2009
2.73%
Feb 2006 – Feb 2016
2.75%
Sep 2007 – Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MFRNX (MASSMUTUAL RETIRESMART 2040 FUND CLASS R3) 724.43%
Feb 2022 – Feb 2025
277.32%
Mar 2020 – Mar 2025
96.41%
Jan 2015 – Jan 2025
62.01%
Jan 2010 – Jan 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return