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MassMutual performance

 
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MassMutual RetireSMART

Fund@NASDAQ Stock Exchange 
United States USD
     
Use MassMutual RetireSMART 2025 L performance together with your other fund asset holdings to enhance returns of your portfolios as well as to check it against diversification policy that fits your risk preferences.  Optimize Portfolio
Investment horizon: 
  30 Days    Login   to change

Relative Risk vs. Return Landscape

If you would invest  1,156  in MassMutual RetireSMART 2025 L on April 22, 2013 and sell it today you would earn a total of  61.00  from holding MassMutual RetireSMART 2025 L or generate 5.28% return on investment over 30 days. MassMutual RetireSMART 2025 L is currently producing 0.27% returns and takes up 0.5% volatility of returns over 30 trading days. Put another way, 6% of traded equities are less volatile than the company and 85% of traded equity instruments are likely to generate higher returns over the next 30 trading days.
Daily Expected Return (%)
 
Change Benchmark   Risk [Daily Volatility] (%)
Assuming 30 trading days horizon, MassMutual RetireSMART 2025 L is expected to generate 1.11 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.08 times less risky than the market. It trades about 0.54 of its potential returns per unit of risk. The S&P 500 is currently generating roughly 0.56 of returns per unit of risk over similar time horizon.

MassMutual Price to Book

Based on latest financial disclosure the price to book indicator of MassMutual RetireSMART 2025 L is roughly 1.73 times. This is 4.22% higher than that of MassMutual family, and about the same as Target Date 2021-2025 (which currently averages 1.73) category, The Price to Book for all funds is 66.35% lower than the firm.
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.

MassMutual Year to Date Return

MassMutual RetireSMART 2025 L has Year to Date Return of 6.3%. This is 9.19% higher than that of MassMutual family, and about the same as Target Date 2021-2025 (which currently averages 6.35) category, The Year to Date Return for all funds is 108.61% lower than the firm.
Year-To-Date typically refers to a period starting from the beginning of the current year, and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.

MassMutual Price to Earning vs Price to Book

MassMutual RetireSMART 2025 L is rated below average in price to earning among similar funds. It is rated below average in price to book among similar funds fabricating about  0.13  of Price to Book per Price to Earning. The ratio of Price to Earning to Price to Book for MassMutual RetireSMART 2025 L is roughly  7.61 
MassMutual
Performance
29
Out Of
100
Over 30
Days
71% of all equities and portfolios perform better than MassMutual RetireSMART 2025 L. Compared with the overall equity markets, risk-adjusted returns on investments in MassMutual RetireSMART 2025 L are ranked lower than 29 (%) of all global equities and portfolios over the last 30 days.
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1 Month Efficiency (a.k Sharpe Ratio) ...

0.54

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Estimated Market Risk

 0.5
  actual daily
 
 94 %
of total potential
 
Market Risk score

Expected Return

 0.27
  actual daily
 
 15 %
of total potential
 
Expected Return score

Risk-Adjusted Return

 0.54
  actual daily
 
 29 %
of total potential
 
Risk-Adjusted Return score
Based on monthly moving average MassMutual is performing at about 29% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of MassMutual by adding it to a well-diversified portfolio.
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