MMFOX vs. VTI

In the year-to-date period, MMFOX achieves a 4.02% return, which is significantly higher than VTI's 0.38% return.

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MMFOX has a 0.41% expense ratio, which is higher than VTI's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for MassMutual Select T. Rowe Price Retirement 2040 Fund (MMFOX) and Vanguard Total Stock Market ETF (VTI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current MMFOX Sharpe Ratio is 0.02, which is lower than the VTI Sharpe Ratio of 0.68. The chart below compares the historical Sharpe Ratios of MMFOX and VTI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MMFOX's dividend yield for the trailing twelve months is around 12.41%, more than VTI's 1.29% yield.

The maximum MMFOX drawdown since its inception was -34.50%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for MMFOX and VTI.

The current volatility for MassMutual Select T. Rowe Price Retirement 2040 Fund (MMFOX) is 3.25%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 4.90%. This indicates that MMFOX experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.