Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MassMutual Retiresmart Plan Strategic Asset Allocation – Optimal Moderate | NA | 24.02% | 0.03% | 4.31% | 3.79% | 5.44% | 5.22% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MassMutual Retiresmart Plan Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 01/08/2025 |
| 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.88 | 24.02 | 0.03 | 4.31 | 3.79 | 5.44 | 5.22 | … | … | 0.30 | 7.11 | 12.77 | -17.25 | 5.04 | 17.32 | 14.43 | -4.24 | 1.89 | 1.86 | 0.41 | 3.40 | 14.27 | 10.87 | 0.03 | 12.62 | 23.46 | -23.99 | 10.25 | 9.79 | 8.11 | 13.23 | 21.84 | -11.58 | 2.33 |
| Sharpe Ratio | NA | 0.22 | -0.29 | 0.14 | 0.18 | NA | NA | … | … | 0.04 | 0.06 | 0.95 | -1.27 | 0.54 | 0.92 | 1.69 | -0.60 | 0.16 | 0.18 | 0.05 | 0.52 | 2.00 | 1.38 | 0.00 | 1.09 | 1.46 | -1.20 | 0.82 | 0.94 | 0.88 | 1.56 | 2.12 | -0.91 | 0.00 |
| Standard Deviation(%) | NA | 8.01 | 10.98 | 12.61 | 10.74 | NA | NA | … | … | 5.38 | 8.17 | 8.93 | 14.69 | 9.22 | 18.59 | 7.69 | 9.24 | 8.12 | 9.04 | 8.24 | 6.54 | 7.12 | 7.86 | 12.92 | 11.47 | 15.97 | 20.77 | 8.86 | 6.97 | 6.75 | 7.86 | 9.97 | 14.00 | 12.88 |
| Draw Down(%) | NA | 5.50 | 21.85 | 25.71 | 25.71 | NA | NA | … | … | 0.42 | 5.50 | 9.80 | 23.24 | 5.99 | 23.77 | 4.13 | 11.74 | 7.06 | 8.92 | 8.56 | 4.94 | 6.13 | 6.52 | 12.40 | 9.27 | 16.09 | 33.34 | 5.91 | 6.57 | 4.37 | 6.21 | 7.90 | 20.73 | 16.21 |
| Yield(%) | NA | 5.17 | 4.25 | 4.72 | 4.42 | NA | NA | … | … | NA | 0.12 | 5.42 | 2.55 | 4.67 | 8.66 | 1.54 | 8.72 | 0.22 | 1.68 | 7.16 | 3.32 | 2.43 | 2.88 | 3.21 | 2.01 | 1.88 | 2.36 | 7.53 | 3.65 | 3.72 | 3.10 | 1.81 | 2.25 | 2.87 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MassMutual Retiresmart Plan Strategic Asset Allocation – Optimal Moderate |
-7.20%
Feb 2006 – Feb 2009 |
-1.03%
Mar 2015 – Mar 2020 |
2.02%
Oct 2013 – Oct 2023 |
2.68%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MassMutual Retiresmart Plan Strategic Asset Allocation – Optimal Moderate |
18.10%
Feb 2009 – Feb 2012 |
14.91%
Feb 2009 – Feb 2014 |
8.62%
Mar 2003 – Mar 2013 |
7.16%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart