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MRDAX: MASSMUTUAL RETIRESMART IN RETIREMENT FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: | (38%) |
| Start Date: | 02/04/2004 |
| Last Dividend Date: | 01/14/2025 |
| 12-Mo. Yield | 7.29% |
| Expenses | 0.69% |
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Performance Analytics (As of 04/17/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/04/2004 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -0.5 | 6.5 | 1.9 | 1.6 | 1.9 | 3.3 | 3.5 | 3.3 | 6.5 | 11.0 | -16.8 | -3.0 | 6.7 | 14.4 | -4.3 | 8.8 | 4.8 | -2.4 | 3.3 | 6.5 | 9.1 | 2.3 | 9.7 | 19.6 | -16.5 | 5.1 | 5.0 | 5.1 | 2.0 |
| Sharpe Ratio | NA | -1.03 | 0.03 | -0.32 | -0.11 | 0.03 | NA | NA | 0.24 | -0.01 | 1.05 | -1.73 | -0.28 | 0.54 | 3.67 | -1.1 | 3.23 | 0.87 | -0.48 | 0.7 | 1.39 | 1.93 | 0.27 | 0.53 | 2.13 | -1.38 | 0.41 | 0.29 | 0.73 | 0.23 |
| Draw Down(%) | NA | 3.1 | 5.5 | 12.6 | 26.9 | 26.9 | NA | NA | 26.9 | 3.3 | 6.8 | 18.9 | 10.7 | 17.7 | 1.3 | 8.2 | 1.1 | 4.0 | 6.3 | 5.0 | 5.1 | 3.7 | 7.4 | 11.2 | 9.8 | 24.5 | 3.7 | 3.1 | 2.3 | 4.7 |
| Standard Deviation(%) | NA | 4.5 | 5.5 | 7.7 | 8.5 | 7.4 | NA | NA | 8.0 | 5.9 | 6.4 | 10.6 | 11.1 | 11.8 | 3.6 | 5.2 | 2.5 | 5.3 | 5.1 | 4.7 | 4.7 | 4.7 | 8.1 | 18.0 | 9.2 | 12.5 | 5.2 | 6.0 | 4.0 | 5.3 |
| Treynor Ratio | NA | -0.35 | 0.0 | -0.03 | -0.01 | 0.0 | NA | NA | 0.02 | 0.0 | 0.06 | -0.16 | -0.11 | 0.07 | 0.13 | -0.05 | 0.08 | 0.04 | -0.02 | 0.04 | 0.06 | 0.08 | 0.02 | 0.09 | 0.19 | -0.17 | 0.02 | 0.02 | 0.03 | 0.01 |
| Alpha | NA | -0.02 | 0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.01 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | -0.02 | 0.01 | 0.02 | -0.02 | -0.01 | 0.0 | 0.01 | -0.02 |
| Beta | NA | 0.13 | 0.47 | 0.92 | 0.81 | 0.89 | NA | NA | 0.97 | 0.74 | 1.05 | 1.13 | 0.29 | 0.97 | 1.04 | 1.17 | 1.0 | 1.14 | 1.15 | 0.86 | 1.12 | 1.13 | 1.31 | 1.04 | 1.05 | 1.04 | 1.03 | 0.89 | 0.88 | 0.83 |
| RSquared | NA | 0.05 | 0.35 | 0.72 | 0.45 | 0.55 | NA | NA | 0.52 | 0.61 | 0.9 | 0.88 | 0.04 | 0.64 | 0.89 | 0.94 | 0.77 | 0.82 | 0.92 | 0.34 | 0.87 | 0.75 | 0.93 | 0.09 | 0.93 | 0.88 | 0.87 | 0.34 | 0.56 | 0.43 |
| Yield(%) | N/A | 1.9 | 7.3 | 4.4 | 3.7 | 3.1 | 3.3 | 3.5 | N/A | 5.3 | 2.9 | 3.7 | 1.7 | 3.2 | 3.0 | 4.4 | 1.5 | 2.1 | 2.2 | 2.1 | 2.2 | 2.7 | 2.5 | 2.5 | 0.0 | 6.8 | 7.8 | 4.6 | 6.4 | 0.0 |
| Dividend Growth(%) | N/A | -62.7 | 170.9 | 56.7 | 39.1 | -10.0 | N/A | N/A | N/A | 97.4 | -37.9 | 105.8 | -44.8 | 18.6 | -36.7 | 206.5 | -23.4 | -10.5 | 6.7 | -4.7 | -11.3 | 6.9 | 7.8 | N/A | -100.0 | -15.4 | 71.1 | -29.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/04/2004
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