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
MRCZX (MASSMUTUAL RETIRESMART CONSERVATIVE FUND CLASS R4) NA 17.82% 11.48% 5.19% 5.22% NA NA
Data as of 09/22/2025, Common starting date is 04/02/2014
More Performance Analytics Comparison
Name Start Date End Date
MRCZX (MASSMUTUAL RETIRESMART CONSERVATIVE FUND CLASS R4) 04/02/2014 09/22/2025
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
Annualized Return (%) 0.00 17.82 11.48 5.19 5.22 NA NA 21.06 3.86 8.91 -13.94 4.10 9.27 13.04 -3.06 8.34 4.59 -1.95 2.07
Sharpe Ratio NA 1.21 0.89 0.39 0.54 NA NA 1.95 0.04 0.77 -1.91 1.18 0.85 3.89 -1.02 3.28 0.93 -0.39 0.76
Standard Deviation(%) NA 12.24 9.09 7.80 6.87 NA NA 14.06 5.60 6.88 8.07 3.45 10.60 2.97 4.37 2.35 4.67 5.10 3.64
Draw Down(%) NA 4.08 7.06 18.70 18.70 NA NA 3.90 3.33 7.06 18.16 1.89 13.29 0.82 6.26 1.05 3.40 5.59 3.71
Yield(%) 0.00 15.18 8.01 5.86 4.95 3.58 2.69 12.98 3.13 3.19 3.70 6.15 2.62 5.10 4.69 2.64 2.28 4.24 6.81
Data as of 09/22/2025, Common starting date is 04/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MRCZX (MASSMUTUAL RETIRESMART CONSERVATIVE FUND CLASS R4) -2.29%
Oct 2020 – Oct 2023
1.01%
Oct 2017 – Oct 2022
2.67%
May 2014 – May 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MRCZX (MASSMUTUAL RETIRESMART CONSERVATIVE FUND CLASS R4) 8.74%
Dec 2018 – Dec 2021
6.54%
Jan 2016 – Jan 2021
3.65%
Aug 2015 – Aug 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return