Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MROSX (MASSMUTUAL RETIRESMART MODERATE FUND CLASS R5) | NA | 10.77% | 8.26% | 3.14% | 5.20% | NA | NA | … | … |
Data as of 09/17/2025, Common starting date is 06/23/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MROSX (MASSMUTUAL RETIRESMART MODERATE FUND CLASS R5) | 06/23/2011 | 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 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.54 | 10.77 | 8.26 | 3.14 | 5.20 | NA | NA | … | … | 13.96 | 5.72 | 10.03 | -18.19 | 2.81 | 8.77 | 20.74 | -5.81 | 13.93 | 6.36 | -2.07 | 4.06 | 14.45 | 12.48 | -2.86 |
| Sharpe Ratio | NA | 0.92 | 0.56 | 0.11 | 0.40 | NA | NA | … | … | 1.95 | 0.32 | 0.86 | -1.60 | 0.38 | 0.54 | 2.75 | -0.79 | 3.29 | 0.71 | -0.26 | 0.57 | 2.06 | 1.54 | -0.29 |
| Standard Deviation(%) | NA | 8.40 | 8.74 | 8.75 | 9.23 | NA | NA | … | … | 8.89 | 6.67 | 7.46 | 12.27 | 7.34 | 15.70 | 7.00 | 9.13 | 4.05 | 8.60 | 8.22 | 7.04 | 7.00 | 8.14 | 18.44 |
| Draw Down(%) | NA | 7.67 | 7.67 | 23.96 | 23.96 | NA | NA | … | … | 6.56 | 4.16 | 7.64 | 19.32 | 6.79 | 19.50 | 3.50 | 12.40 | 1.34 | 7.24 | 8.65 | 7.16 | 5.83 | 7.05 | 13.27 |
| Yield(%) | 5.62 | 8.65 | 4.84 | 3.81 | 5.06 | 5.36 | 4.02 | … | … | 5.80 | 3.49 | 2.90 | 2.04 | 3.24 | 3.34 | 11.52 | 9.40 | 3.74 | 2.36 | 6.19 | 11.90 | 10.69 | 4.66 | 2.60 |
Data as of 09/17/2025, Common starting date is 06/23/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MROSX (MASSMUTUAL RETIRESMART MODERATE FUND CLASS R5) |
-4.07%
Apr 2021 – Apr 2024 |
0.78%
Sep 2018 – Sep 2023 |
2.79%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MROSX (MASSMUTUAL RETIRESMART MODERATE FUND CLASS R5) |
12.09%
Sep 2011 – Sep 2014 |
9.36%
Feb 2016 – Feb 2021 |
8.24%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
