It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
MRFAX: MASSMUTUAL RETIRESMART 2040 FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2036-2040 |
| MyPlanIQ Rating: | (55%) |
| Start Date: | 02/04/2004 |
| Last Dividend Date: | 01/24/2025 |
| 12-Mo. Yield | 112.46% |
| Expenses | 0.64% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 04/17/2025)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/04/2004 |
2025 | 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 | 79017.8 | 816.1 | 295.4 | 101.7 | 64.4 | 46.3 | 43.5 | 72194.1 | 10.6 | 17.8 | -25.2 | 3.8 | 12.1 | 23.8 | -7.9 | 18.7 | 6.8 | -2.9 | 3.1 | 22.6 | 15.3 | -4.2 | 15.1 | 33.7 | -39.8 | 6.2 | 11.2 | 7.5 | 10.8 |
| Sharpe Ratio | NA | 120.31 | 2.14 | 1.0 | 0.48 | NA | NA | 0.3 | NA | 0.74 | 1.36 | -1.22 | 0.25 | 0.47 | 2.4 | -0.74 | 3.07 | 0.51 | -0.23 | 0.32 | 2.25 | 1.22 | -0.19 | 0.82 | 1.26 | -1.05 | 0.19 | 0.7 | 0.51 | 0.94 |
| Draw Down(%) | NA | 5.3 | 19.8 | 34.0 | 34.0 | NA | NA | 55.9 | 2.0 | 5.3 | 10.4 | 26.2 | 12.9 | 30.6 | 5.0 | 16.5 | 1.8 | 11.2 | 12.3 | 8.8 | 7.1 | 11.1 | 21.4 | 14.6 | 24.8 | 51.3 | 10.2 | 9.8 | 6.6 | 9.1 |
| Standard Deviation(%) | NA | 656.7 | 379.2 | 294.2 | 208.1 | NA | NA | 143.5 | 1217.7 | 9.5 | 10.5 | 21.8 | 14.9 | 25.0 | 9.3 | 12.5 | 5.9 | 12.8 | 12.4 | 9.8 | 10.0 | 12.5 | 23.0 | 18.3 | 26.7 | 38.6 | 15.9 | 11.3 | 10.1 | 11.7 |
| Treynor Ratio | NA | 48.93 | 1.24 | 0.98 | 0.47 | NA | NA | 0.29 | NA | 0.07 | 0.14 | -0.25 | 0.04 | 0.14 | 0.23 | -0.09 | 0.18 | 0.07 | -0.03 | 0.04 | 0.24 | 0.16 | -0.04 | 0.14 | 0.32 | -0.41 | 0.03 | 0.07 | 0.0 | 0.0 |
| Alpha | NA | 279.14 | 92.93 | 55.84 | 27.87 | NA | NA | 13.14 | 964.48 | -0.01 | 0.0 | -0.03 | -0.03 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | -0.03 | -0.01 | -0.01 | NA | NA |
| Beta | NA | 16.15 | 6.57 | 2.98 | 2.16 | NA | NA | 1.47 | 76.4 | 1.01 | 1.05 | 1.07 | 0.87 | 0.84 | 0.98 | 0.98 | 1.0 | 0.97 | 0.94 | 0.75 | 0.93 | 0.96 | 1.05 | 1.08 | 1.06 | 1.0 | 1.06 | 1.17 | NA | NA |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.98 | 0.99 | 0.8 | 0.38 | 0.79 | 0.97 | 0.99 | 0.91 | 0.9 | 0.98 | 0.56 | 0.88 | 0.86 | 0.99 | 0.99 | 0.99 | 0.9 | 0.93 | 0.56 | 0.0 | 0.0 |
| Yield(%) | N/A | 112.5 | 36.4 | 27.4 | 14.3 | 14.2 | 10.7 | N/A | 102.9 | 8.1 | 2.2 | 1.2 | 2.8 | 1.7 | 12.4 | 12.5 | 4.5 | 1.5 | 8.4 | 6.3 | 1.8 | 1.2 | 0.9 | 1.1 | 0.0 | 7.2 | 11.1 | 5.7 | 2.9 | 0.0 |
| Dividend Growth(%) | N/A | 5841.2 | 602.6 | 190.0 | 303.0 | N/A | N/A | N/A | 1215.2 | 319.8 | 30.1 | -54.0 | 74.4 | -84.3 | -22.0 | 214.3 | 218.8 | -84.0 | 29.2 | 303.5 | 83.3 | 28.6 | -14.3 | N/A | -100.0 | -39.1 | 101.0 | 109.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/04/2004
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 2036-2040 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2036-2040
Best Mutual Funds
- TRRDX (T. ROWE PRICE RETIREMENT 2040 FUND T. ROWE PRICE RETIREMENT 2040 FUND) (100%)
- MLFIX (MFS LIFETIME 2040 FUND I) (99%)
- SWERX (SCHWAB TARGET 2040 FUND SCHWAB TARGET 2040 FUND) (96%)
- FFFFX (FIDELITY FREEDOM 2040 FUND FIDELITY FREEDOM 2040 FUND) (95%)
- PTDIX (PRINCIPAL LIFETIME 2040 FUND INSTITUTIONAL CLASS) (94%)
- PTDPX (PRINCIPAL LIFETIME 2040 FUND R-5) (93%)
- STLEX (BLACKROCK LIFEPATH DYNAMIC 2040 FUND INSTITUTIONAL SHARES) (92%)
- TCLOX (TIAA-CREF LIFECYCLE 2040 FUND RETIREMENT CLASS) (91%)
- FIFFX (FIDELITY ADVISOR FREEDOM 2040 FUND CLASS I) (88%)
- PRZZX (Putnam Retirement Ready 2040 Cl Y Shs) (87%)
