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
MRMZX (MASSMUTUAL RETIRESMART MODERATE FUND CLASS R4) NA 4.44% 7.53% 4.17% 5.53% NA NA
Data as of 09/17/2025, Common starting date is 04/02/2014
More Performance Analytics Comparison
Name Start Date End Date
MRMZX (MASSMUTUAL RETIRESMART MODERATE FUND CLASS R4) 04/02/2014 09/17/2025
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 (%) -1.06 4.44 7.53 4.17 5.53 NA NA 7.59 5.29 9.75 -14.76 8.19 10.95 20.24 -6.15 13.48 6.06 -2.60 1.67
Sharpe Ratio NA 0.18 0.53 0.25 0.46 NA NA 1.00 0.25 0.83 -1.47 1.45 0.69 2.67 -0.83 3.26 0.67 -0.27 0.32
Standard Deviation(%) NA 7.60 7.87 7.91 8.86 NA NA 7.90 6.60 7.37 11.08 5.63 15.55 7.02 9.14 3.95 8.70 9.85 6.99
Draw Down(%) NA 7.72 7.72 19.98 19.98 NA NA 6.49 4.19 7.69 19.60 2.76 19.59 3.52 12.72 1.34 7.24 8.81 7.23
Yield(%) 0.00 2.89 4.01 4.82 5.44 4.06 3.05 0.00 3.16 2.58 5.51 8.47 5.30 11.25 9.12 3.39 2.17 6.05 11.31
Data as of 09/17/2025, 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
MRMZX (MASSMUTUAL RETIRESMART MODERATE FUND CLASS R4) -1.14%
Apr 2021 – Apr 2024
2.54%
Sep 2017 – Sep 2022
4.20%
Jun 2014 – Jun 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MRMZX (MASSMUTUAL RETIRESMART MODERATE FUND CLASS R4) 13.01%
Dec 2018 – Dec 2021
9.46%
Feb 2016 – Feb 2021
5.25%
Aug 2015 – Aug 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return