Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MMWBX (Retiresmart 2060 Fd Cl R3) | NA | 252,205.98% | 1,438.61% | 422.25% | NA | NA | NA | … | … |
Data as of 09/23/2025, Common starting date is 11/24/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMWBX (Retiresmart 2060 Fd Cl R3) | 11/24/2015 | 09/23/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 252,205.98 | 1,438.61 | 422.25 | NA | NA | NA | … | … | 256,225.46 | 11.59 | 18.76 | -17.69 | 17.49 | 12.27 | 24.57 | -7.95 | 19.90 | 6.84 | -2.47 |
| Sharpe Ratio | NA | 320.64 | 3.16 | 1.19 | NA | NA | NA | … | … | 5,675.52 | 0.76 | 1.32 | -0.93 | 1.47 | 0.45 | 2.32 | -0.70 | 3.09 | 0.49 | -1.60 |
| Standard Deviation(%) | NA | 786.57 | 453.92 | 351.71 | NA | NA | NA | … | … | 924.38 | 10.54 | 11.58 | 20.66 | 11.92 | 26.79 | 9.94 | 13.42 | 6.26 | 13.63 | 14.04 |
| Draw Down(%) | NA | 5.32 | 11.09 | 25.40 | NA | NA | NA | … | … | 2.14 | 6.40 | 11.09 | 25.40 | 5.52 | 32.14 | 5.50 | 17.10 | 1.89 | 11.95 | 4.75 |
| Yield(%) | 0.00 | 101.64 | 46.87 | 29.31 | 17.60 | 11.73 | 8.80 | … | … | 103.40 | 9.15 | 7.08 | 10.36 | 12.85 | 5.55 | 12.50 | 12.43 | 5.40 | 4.09 | 1.42 |
Data as of 09/23/2025, Common starting date is 11/24/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMWBX (Retiresmart 2060 Fd Cl R3) |
0.45%
Mar 2017 – Mar 2020 |
3.58%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMWBX (Retiresmart 2060 Fd Cl R3) |
1,413.20%
Jun 2022 – Jun 2025 |
443.53%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart