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MRTYX: MASSMUTUAL RETIRESMART 2020 FUND ADMINISTRATIVE CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: | (80%) |
| Start Date: | 01/05/2004 |
| Last Dividend Date: | 01/24/2025 |
| 12-Mo. Yield | 108.88% |
| Expenses | 1.17% |
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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 01/05/2004 |
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 | -259376.4 | NA | NA | NA | NA | NA | � | -241906.8 | 6.7 | 11.2 | -16.7 | -1.0 | 7.8 | 16.3 | -4.1 | 13.4 | 6.2 | -2.4 | 3.6 | 17.5 | 14.1 | -1.8 | 14.0 | 30.9 | -32.5 | 5.4 | 8.0 | 5.6 | 9.3 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | NA | NA | 0.53 | 1.19 | -1.72 | -0.11 | 0.61 | 3.44 | -0.74 | 3.17 | 0.66 | -0.27 | 0.45 | 2.14 | 1.43 | -0.1 | 0.91 | 1.42 | -1.14 | 0.23 | 0.61 | 0.55 | 1.18 |
| Draw Down(%) | NA | 236900.1 | 236900.1 | 221364.1 | 221364.1 | NA | NA | 221364.1 | 240187.1 | 3.3 | 6.7 | 18.9 | 9.2 | 18.5 | 1.8 | 9.7 | 1.4 | 7.9 | 9.4 | 8.0 | 6.4 | 8.4 | 17.6 | 12.2 | 20.8 | 42.9 | 6.4 | 5.3 | 3.8 | 5.2 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | NA | NA | 5.9 | 6.4 | 10.6 | 8.8 | 12.5 | 4.3 | 7.4 | 4.0 | 9.1 | 9.1 | 8.0 | 8.1 | 9.9 | 18.6 | 15.2 | 21.7 | 29.2 | 9.9 | 7.5 | 6.2 | 7.1 |
| Treynor Ratio | NA | 5.69 | NA | NA | NA | NA | NA | NA | NA | 0.03 | 0.08 | -0.2 | -0.02 | 0.12 | 8.17 | -0.36 | 0.12 | 0.05 | -0.02 | 0.04 | 0.16 | 0.13 | -0.02 | 0.11 | 0.27 | -0.34 | 0.03 | 0.05 | 0.0 | 0.0 |
| Alpha | NA | -949.88 | -318.08 | -190.42 | -95.46 | NA | NA | -44.79 | -3309.69 | 0.0 | 0.0 | -0.02 | -0.02 | 0.0 | 0.05 | -0.02 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.01 | -0.03 | -0.01 | -0.01 | NA | NA |
| Beta | NA | -455.63 | -114.97 | -64.45 | -5.2 | NA | NA | -3.21 | -1241.61 | 1.03 | 0.96 | 0.89 | 0.6 | 0.64 | 0.02 | 0.15 | 1.05 | 1.1 | 1.07 | 0.86 | 1.07 | 1.11 | 1.21 | 1.24 | 1.13 | 0.99 | 0.85 | 0.88 | NA | NA |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.95 | 0.96 | 0.9 | 0.19 | 0.68 | 0.05 | 0.2 | 0.88 | 0.94 | 0.97 | 0.47 | 0.89 | 0.86 | 0.99 | 0.98 | 0.98 | 0.9 | 0.93 | 0.39 | 0.0 | 0.0 |
| Yield(%) | N/A | 108.9 | 36.0 | 23.0 | 12.9 | 12.5 | 9.6 | N/A | 101.6 | 3.9 | 3.6 | 2.1 | 3.1 | 3.4 | 6.6 | 10.0 | 3.3 | 2.1 | 5.6 | 2.5 | 1.9 | 1.9 | 1.8 | 1.8 | 0.0 | 6.7 | 9.1 | 5.2 | 4.0 | 2.6 |
| Dividend Growth(%) | N/A | 3103.5 | 699.4 | 290.1 | 334.3 | N/A | N/A | N/A | 2582.0 | 15.2 | 38.0 | -32.6 | -5.3 | -43.6 | -43.9 | 237.7 | 65.0 | -66.2 | 128.0 | 49.0 | 14.0 | 1.1 | 12.7 | N/A | -100.0 | -29.9 | 79.3 | 34.7 | 60.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/05/2004
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