Find A Portfolio/Ticker
Comparison Box
MMRLX: MassMutual RetireSMART 2050 L (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2046-2050 |
MyPlanIQ Rating: |
Not Rated
![]() |
Start Date: | 12/21/2007 |
Last Dividend Date: | 12/23/2013 |
12-Mo. Yield | 6.25% |
Expenses | 1.08% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 11/20/2014)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 12/21/2007 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 2.8 | 13.9 | 10.5 | 3.9 | -0.5 | 25.2 | 16.2 | -4.5 | 15.9 | 34.4 | -39.4 | -0.4 |
Sharpe Ratio | NA | 0.42 | 1.18 | 0.64 | 0.16 | -0.09 | 2.25 | 1.21 | -0.19 | 0.82 | 1.26 | -1.04 | NA |
Draw Down(%) | NA | 5.7 | 11.8 | 22.5 | 53.6 | 5.7 | 7.4 | 11.8 | 22.5 | 14.7 | 25.2 | 50.9 | NA |
Standard Deviation(%) | NA | 6.6 | 11.7 | 16.4 | 22.7 | 6.4 | 11.2 | 13.5 | 24.4 | 19.3 | 27.2 | 38.5 | NA |
Treynor Ratio | NA | 0.17 | 0.19 | 0.12 | 0.04 | -0.04 | 0.3 | 0.19 | -0.04 | 0.17 | 0.35 | -0.46 | NA |
Alpha | NA | 0.0 | -0.01 | -0.02 | -0.02 | -0.01 | 0.0 | 0.01 | -0.03 | 0.01 | 0.03 | -0.04 | NA |
Beta | NA | 0.17 | 0.71 | 0.89 | 0.91 | 0.14 | 0.83 | 0.87 | 1.01 | 0.96 | 0.98 | 0.88 | NA |
RSquared | NA | 0.08 | 0.56 | 0.76 | 0.86 | 0.06 | 0.69 | 0.68 | 0.94 | 0.8 | 0.97 | 0.88 | NA |
Yield(%) | N/A | 6.2 | 7.4 | 5.8 | N/A | 0.0 | 9.4 | 6.0 | 6.4 | 3.4 | 1.3 | 3.2 | 0.0 |
Dividend Growth(%) | N/A | 27.6 | 137.8 | N/A | N/A | -100.0 | 76.6 | -17.2 | 108.6 | 233.8 | -74.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/21/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2046-2050 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2046-2050
Best Mutual Funds
- PPLIX (PRINCIPAL LIFETIME 2050 FUND INSTITUTIONAL CLASS) (100%)
- PTEFX (PRINCIPAL LIFETIME 2050 FUND R-5) (99%)
- ARFSX (ONE CHOICE 2050 PORTFOLIO I CLASS) (96%)
- ARFVX (ONE CHOICE 2050 PORTFOLIO INVESTOR CLASS) (95%)
- FFFHX (FIDELITY FREEDOM 2050 FUND FIDELITY FREEDOM 2050 FUND) (94%)
- FFFPX (FIDELITY ADVISOR FREEDOM 2050 FUND CLASS I) (93%)
- JTSIX (JPMORGAN SMARTRETIREMENT 2050 FUND INSTITUTIONAL CLASS) (92%)
- JTSSX (JPMORGAN SMARTRETIREMENT 2050 FUND SELECT CLASS) (90%)
- LPRFX (BLACKROCK LIFEPATH DYNAMIC 2050 FUND INVESTOR A SHARES) (89%)
- LPSGX (BLACKROCK LIFEPATH DYNAMIC 2050 FUND CLASS K) (88%)