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
MRFLX: MassMutual RetireSMART 2040 L (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2036-2040 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/30/2004 |
| Last Dividend Date: | 12/23/2013 |
| 12-Mo. Yield | 0.77% |
| Expenses | 1.12% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 11/20/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/30/2004 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 2.6 | 13.0 | 10.0 | 5.4 | 5.5 | -0.3 | 22.8 | 15.6 | -3.9 | 15.2 | 34.0 | -39.7 | 6.5 | 11.6 | 7.7 | 10.0 |
| Sharpe Ratio | NA | 0.44 | 1.18 | 0.65 | 0.22 | 0.23 | -0.06 | 2.18 | 1.22 | -0.17 | 0.81 | 1.26 | -1.05 | 0.21 | 0.74 | 0.54 | 0.85 |
| Draw Down(%) | NA | 5.2 | 11.1 | 21.3 | 55.8 | 55.8 | 5.2 | 7.1 | 11.1 | 21.3 | 14.7 | 24.9 | 51.2 | 10.2 | 9.7 | 6.6 | 9.1 |
| Standard Deviation(%) | NA | 5.9 | 11.0 | 15.5 | 19.7 | 19.2 | 5.8 | 10.4 | 12.9 | 23.0 | 18.7 | 26.8 | 38.7 | 15.8 | 11.1 | 10.2 | 11.7 |
| Treynor Ratio | NA | 0.14 | 0.17 | 0.11 | 0.04 | 0.04 | -0.02 | 0.26 | 0.18 | -0.04 | 0.14 | 0.32 | -0.4 | 0.03 | 0.07 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | -0.03 | 0.0 | -0.01 | NA | NA |
| Beta | NA | 0.19 | 0.74 | 0.94 | 1.0 | 1.0 | 0.16 | 0.89 | 0.88 | 1.02 | 1.05 | 1.07 | 1.0 | 1.05 | 1.15 | NA | NA |
| RSquared | NA | 0.09 | 0.59 | 0.81 | 0.85 | 0.83 | 0.07 | 0.74 | 0.68 | 0.95 | 0.89 | 0.99 | 0.9 | 0.93 | 0.56 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.8 | 1.4 | 1.4 | 3.6 | N/A | 0.0 | 2.3 | 1.4 | 1.1 | 1.2 | 0.0 | 7.3 | 11.2 | 5.9 | 3.0 | 0.0 |
| Dividend Growth(%) | N/A | -37.4 | -24.8 | -82.1 | N/A | N/A | -100.0 | 93.8 | 21.5 | 3.9 | N/A | -100.0 | -38.6 | 98.0 | 107.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/30/2004
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%)
Latest Articles Related to MRFLX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
