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MRYSX: MASSMUTUAL RETIRESMART 2030 FUND SERVICE CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: | (86%) |
| Start Date: | 01/30/2004 |
| Last Dividend Date: | 01/24/2025 |
| 12-Mo. Yield | 109.83% |
| Expenses | 1.06% |
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Performance Analytics (As of 04/25/2025)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/30/2004 |
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 | 234266.6 | 1226.4 | 385.5 | 123.9 | 76.3 | 54.2 | 50.9 | 217680.5 | 8.5 | 14.3 | -21.9 | 2.5 | 9.3 | 21.3 | -5.8 | 17.5 | 7.3 | -2.6 | 3.5 | 21.8 | 15.5 | -3.3 | 15.1 | 33.4 | -38.0 | 6.2 | 10.1 | 7.0 | 10.2 |
| Sharpe Ratio | NA | 304.41 | 2.76 | 1.12 | 0.5 | NA | NA | 0.3 | NA | 0.66 | 1.29 | -1.4 | 0.22 | 0.47 | 2.77 | -0.68 | 3.17 | 0.6 | -0.23 | 0.37 | 2.26 | 1.32 | -0.15 | 0.85 | 1.31 | -1.08 | 0.22 | 0.69 | 0.54 | 1.01 |
| Draw Down(%) | NA | 4.4 | 14.2 | 29.4 | 29.4 | NA | NA | 53.6 | 1.7 | 3.9 | 8.5 | 22.7 | 10.5 | 25.3 | 3.6 | 13.6 | 1.6 | 10.2 | 11.4 | 8.7 | 6.9 | 10.3 | 20.5 | 14.2 | 23.8 | 49.1 | 8.9 | 8.1 | 5.5 | 7.6 |
| Standard Deviation(%) | NA | 769.6 | 443.5 | 343.8 | 243.0 | NA | NA | 167.2 | 1377.7 | 7.4 | 8.3 | 16.8 | 11.2 | 19.4 | 7.2 | 10.7 | 5.3 | 11.8 | 11.5 | 9.2 | 9.6 | 11.9 | 21.9 | 17.6 | 25.5 | 35.9 | 14.0 | 9.7 | 8.7 | 10.0 |
| Treynor Ratio | NA | 30.89 | 0.41 | 0.25 | 0.14 | NA | NA | 0.14 | NA | 0.05 | 0.11 | -0.24 | 0.03 | 0.12 | 0.21 | -0.07 | 0.15 | 0.07 | -0.02 | 0.04 | 0.21 | 0.15 | -0.03 | 0.13 | 0.31 | -0.39 | 0.03 | 0.07 | 0.0 | 0.0 |
| Alpha | NA | 850.65 | 282.64 | 169.54 | 84.63 | NA | NA | 39.86 | 2732.99 | -0.01 | 0.0 | -0.03 | -0.02 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | -0.03 | 0.0 | -0.01 | NA | NA |
| Beta | NA | 75.84 | 29.65 | 15.49 | 8.83 | NA | NA | 3.56 | 216.67 | 0.91 | 0.96 | 0.98 | 0.77 | 0.78 | 0.94 | 1.02 | 1.12 | 1.09 | 1.07 | 0.84 | 1.03 | 1.06 | 1.13 | 1.14 | 1.09 | 0.99 | 0.97 | 1.0 | NA | NA |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.92 | 0.98 | 0.8 | 0.36 | 0.75 | 0.97 | 0.96 | 0.91 | 0.9 | 0.97 | 0.55 | 0.88 | 0.87 | 0.99 | 0.99 | 0.99 | 0.9 | 0.94 | 0.54 | 0.0 | 0.0 |
| Yield(%) | N/A | 109.8 | 36.2 | 24.9 | 13.6 | 13.5 | 10.3 | N/A | 102.1 | 3.4 | 3.1 | 2.0 | 3.3 | 2.7 | 10.7 | 12.7 | 4.2 | 2.1 | 7.5 | 4.5 | 2.5 | 1.9 | 1.4 | 1.5 | 0.0 | 7.3 | 10.6 | 5.0 | 3.3 | 1.3 |
| Dividend Growth(%) | N/A | 3819.5 | 554.8 | 192.0 | 309.8 | N/A | N/A | N/A | 3050.3 | 20.6 | 20.9 | -39.5 | 25.9 | -71.6 | -31.8 | 239.5 | 118.2 | -75.5 | 65.3 | 115.1 | 52.3 | 24.3 | 6.9 | N/A | -100.0 | -34.8 | 118.2 | 60.9 | 179.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/30/2004
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