Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MROTX (MASSMUTUAL RETIRESMART MODERATE GROWTH FUND CLASS R3) | NA | 6.33% | 9.38% | 6.55% | 7.13% | NA | NA | … | … |
Data as of 09/17/2025, Common starting date is 04/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MROTX (MASSMUTUAL RETIRESMART MODERATE GROWTH FUND CLASS R3) | 04/02/2014 | 09/17/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.20 | 6.33 | 9.38 | 6.55 | 7.13 | NA | NA | … | … | 11.87 | 4.70 | 11.39 | -15.22 | 13.50 | 11.89 | 23.37 | -8.14 | 17.99 | 6.89 | -3.31 | 0.88 |
| Sharpe Ratio | NA | 0.29 | 0.58 | 0.41 | 0.47 | NA | NA | … | … | 1.30 | 0.11 | 0.87 | -1.10 | 1.66 | 0.55 | 2.33 | -0.76 | 3.11 | 0.54 | -0.24 | 0.11 |
| Standard Deviation(%) | NA | 11.43 | 10.49 | 10.79 | 12.10 | NA | NA | … | … | 10.95 | 9.37 | 8.98 | 15.20 | 8.12 | 20.95 | 9.38 | 12.63 | 5.59 | 12.33 | 14.15 | 10.14 |
| Draw Down(%) | NA | 13.36 | 13.36 | 21.14 | 25.71 | NA | NA | … | … | 9.62 | 7.29 | 8.79 | 21.14 | 3.78 | 25.71 | 4.93 | 17.00 | 1.71 | 10.68 | 12.12 | 10.23 |
| Yield(%) | 3.19 | 5.37 | 5.87 | 6.67 | 7.05 | 5.01 | 3.75 | … | … | 3.39 | 2.47 | 1.86 | 8.51 | 13.22 | 3.86 | 14.13 | 12.32 | 4.73 | 1.79 | 7.33 | 14.36 |
Data as of 09/17/2025, Common starting date is 04/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MROTX (MASSMUTUAL RETIRESMART MODERATE GROWTH FUND CLASS R3) |
-0.38%
Dec 2021 – Dec 2024 |
2.59%
Mar 2015 – Mar 2020 |
5.32%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MROTX (MASSMUTUAL RETIRESMART MODERATE GROWTH FUND CLASS R3) |
16.14%
Dec 2018 – Dec 2021 |
11.72%
Jun 2016 – Jun 2021 |
6.44%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart