Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MassMutual Retiresmart Plan Tactical Asset Allocation Moderate | NA | 16.29% | -1.81% | 6.53% | 5.86% | 7.52% | 8.13% | 8.62% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MassMutual Retiresmart Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.13 | 16.29 | -1.81 | 6.53 | 5.86 | 7.52 | 8.13 | 8.62 | NA | 4.33 | 10.76 | -17.41 | 9.25 | 25.55 | 19.63 | -1.92 | 7.71 | 6.67 | -2.53 | 4.96 | 18.75 | 11.68 | 2.24 | 14.51 | 13.53 | 3.18 | 11.67 | 11.36 | 7.41 | 15.22 | 21.88 | 0.00 | 7.29 |
| Sharpe Ratio | NA | -0.10 | -0.38 | 0.23 | 0.36 | NA | NA | 0.71 | 0.07 | -0.24 | 0.71 | -1.24 | 0.78 | 1.34 | 2.33 | -0.34 | 1.53 | 0.68 | -0.29 | 0.65 | 2.17 | 1.39 | 0.15 | 1.32 | 1.50 | 0.31 | 0.96 | 1.12 | 0.83 | 1.73 | 2.61 | -0.17 | 0.97 |
| Standard Deviation(%) | NA | 9.41 | 11.60 | 13.43 | 11.13 | NA | NA | 9.75 | 7.19 | 9.51 | 9.17 | 15.16 | 11.87 | 18.83 | 7.81 | 9.57 | 4.63 | 9.51 | 8.68 | 7.60 | 8.61 | 8.34 | 14.49 | 10.91 | 8.95 | 7.23 | 9.01 | 7.25 | 6.29 | 8.23 | 8.12 | 6.67 | 5.15 |
| Draw Down(%) | NA | 6.56 | 21.08 | 26.02 | 26.02 | NA | NA | 26.02 | 0.44 | 6.55 | 9.25 | 23.00 | 7.08 | 20.15 | 3.80 | 12.72 | 2.14 | 9.38 | 8.42 | 4.93 | 5.76 | 5.97 | 11.78 | 8.38 | 4.56 | 5.39 | 6.37 | 7.97 | 3.90 | 6.75 | 4.05 | 7.77 | 3.34 |
| Yield(%) | NA | 5.18 | 6.36 | 6.17 | 7.12 | NA | NA | 0.00 | NA | 0.49 | 5.28 | 2.57 | 12.21 | 7.17 | 6.06 | 10.50 | 10.81 | 7.50 | 6.95 | 5.68 | 4.18 | 2.96 | 3.69 | 2.08 | 2.13 | 5.37 | 7.19 | 4.67 | 2.91 | 3.20 | 2.92 | 4.56 | 5.96 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MassMutual Retiresmart Plan Tactical Asset Allocation Moderate |
-1.75%
Oct 2021 - Oct 2024 |
2.89%
Dec 2013 - Dec 2018 |
4.90%
Oct 2013 - Oct 2023 |
6.65%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MassMutual Retiresmart Plan Tactical Asset Allocation Moderate |
17.95%
Dec 2018 - Dec 2021 |
14.94%
Oct 2002 - Oct 2007 |
11.67%
Apr 2003 - Apr 2013 |
9.92%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart