Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MMWCX (Retiresmart 2060 Fd Cl R4) | NA | -922,578.09% | nan% | nan% | NA | NA | NA | … | … |
Data as of 09/23/2025, Common starting date is 11/24/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMWCX (Retiresmart 2060 Fd Cl R4) | 11/24/2015 | 09/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -922,578.09 | nan | nan | NA | NA | NA | … | … | -936,021.73 | 11.91 | 19.05 | -17.43 | 17.74 | 12.49 | 24.97 | -7.76 | 20.21 | 7.10 | -2.45 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 0.79 | 1.35 | -0.91 | 1.49 | 0.45 | 2.36 | -0.68 | 3.14 | 0.51 | -1.59 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 10.51 | 11.54 | 20.73 | 11.86 | 26.85 | 9.96 | 13.41 | 6.26 | 13.48 | 14.05 |
| Draw Down(%) | NA | 910,784.22 | 910,784.22 | 910,784.22 | NA | NA | NA | … | … | 922,430.10 | 6.47 | 11.04 | 25.24 | 5.56 | 32.11 | 5.38 | 16.96 | 1.97 | 11.95 | 4.75 |
| Yield(%) | 0.00 | 101.69 | 47.07 | 29.53 | 17.86 | 11.91 | 8.93 | … | … | 103.42 | 9.37 | 7.40 | 10.52 | 13.21 | 5.79 | 12.94 | 12.56 | 5.54 | 4.14 | 1.44 |
Data as of 09/23/2025, Common starting date is 11/24/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMWCX (Retiresmart 2060 Fd Cl R4) |
0.69%
Mar 2017 – Mar 2020 |
3.84%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMWCX (Retiresmart 2060 Fd Cl R4) |
18.29%
Dec 2018 – Dec 2021 |
13.57%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart