Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/17/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MRFAX (MASSMUTUAL RETIRESMART 2040 FUND CLASS A) | 2.76% | 6.79% | 1.36% | 5.47% | 4.17% | 5.84% | 5.10% | 5.08% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRFAX (MASSMUTUAL RETIRESMART 2040 FUND CLASS A) | 02/04/2004 | 04/17/2025 |
The return data shown below all have the same latest date: 04/17/2025.
AR inception is since 02/04/2004.
AR inception is since 02/04/2004.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.79 | 1.36 | 5.47 | 4.17 | 5.84 | 5.10 | 5.08 | 2.76 | 5.04 | 17.79 | -25.16 | 3.81 | 12.15 | 23.81 | -7.86 | 18.73 | 6.81 | -2.88 | 3.13 | 22.60 | 15.27 | -4.24 | 15.12 | 33.70 | -39.82 | 6.15 | 11.24 | 7.47 | 10.83 |
| Sharpe Ratio | NA | -0.02 | -0.22 | 0.18 | 0.17 | NA | NA | 0.22 | 0.92 | -0.13 | 1.30 | -1.22 | 0.25 | 0.47 | 2.41 | -0.73 | 3.07 | 0.52 | -0.23 | 0.32 | 2.25 | 1.22 | -0.19 | 0.82 | 1.26 | -1.05 | 0.20 | 0.71 | 0.52 | 0.94 |
| Standard Deviation(%) | NA | 11.24 | 14.73 | 15.17 | 14.65 | NA | NA | 17.12 | 4.81 | 11.94 | 10.52 | 21.80 | 14.91 | 24.98 | 9.31 | 12.53 | 5.91 | 12.82 | 12.41 | 9.82 | 10.05 | 12.55 | 23.00 | 18.27 | 26.65 | 38.59 | 15.91 | 11.29 | 10.14 | 11.68 |
| Draw Down(%) | NA | 10.05 | 19.75 | 34.02 | 34.02 | NA | NA | 55.90 | 2.26 | 9.09 | 10.41 | 26.20 | 12.93 | 30.57 | 5.01 | 16.53 | 1.79 | 11.15 | 12.27 | 8.83 | 7.07 | 11.11 | 21.44 | 14.60 | 24.85 | 51.26 | 10.24 | 9.79 | 6.63 | 9.07 |
| Yield(%) | 0.00 | 3.04 | 2.01 | 2.58 | 4.66 | 5.26 | 4.92 | 4.90 | 0.63 | 2.45 | 2.21 | 1.25 | 2.77 | 1.73 | 12.36 | 12.49 | 4.54 | 1.53 | 8.38 | 6.34 | 1.84 | 1.17 | 0.85 | 1.12 | 0.00 | 7.19 | 11.09 | 5.73 | 2.93 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRFAX (MASSMUTUAL RETIRESMART 2040 FUND CLASS A) |
-16.62%
Feb 2006 - Feb 2009 |
-5.43%
Mar 2004 - Mar 2009 |
3.04%
Feb 2006 - Feb 2016 |
3.01%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRFAX (MASSMUTUAL RETIRESMART 2040 FUND CLASS A) |
24.56%
Feb 2009 - Feb 2012 |
20.24%
Feb 2009 - Feb 2014 |
12.27%
Feb 2009 - Feb 2019 |
9.29%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart