MMTFX vs. MMTRX
Compare and contrast key facts about MassMutual Select T. Rowe Price Retirement 2025 Fund (MMTFX) and MassMutual Select T. Rowe Price Retirement 2030 Fund (MMTRX).
MMTFX is managed by T. Rowe Price. It was launched on Feb 15, 2018. MMTRX is managed by T. Rowe Price. It was launched on Feb 15, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MMTFX or MMTRX.
Key characteristics
| MMTFX | MMTRX | |
|---|---|---|
| YTD Return | 12.28% | 13.81% |
| 1Y Return | 20.87% | 23.30% |
| 3Y Return (Ann) | -1.16% | 2.83% |
| 5Y Return (Ann) | 5.35% | 8.56% |
| Sharpe Ratio | 1.75 | 1.64 |
| Sortino Ratio | 2.62 | 2.45 |
| Omega Ratio | 1.53 | 1.50 |
| Calmar Ratio | 1.07 | 2.00 |
| Martin Ratio | 7.87 | 7.08 |
| Ulcer Index | 2.75% | 3.43% |
| Daily Std Dev | 12.37% | 14.81% |
| Max Drawdown | -26.36% | -28.45% |
| Current Drawdown | -3.72% | 0.00% |
Correlation
The correlation between MMTFX and MMTRX is 1.00, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
MMTFX vs. MMTRX - Performance Comparison
In the year-to-date period, MMTFX achieves a 12.28% return, which is significantly lower than MMTRX's 13.81% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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MMTFX vs. MMTRX - Expense Ratio Comparison
MMTFX has a 0.34% expense ratio, which is lower than MMTRX's 0.37% expense ratio.
Risk-Adjusted Performance
MMTFX vs. MMTRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MassMutual Select T. Rowe Price Retirement 2025 Fund (MMTFX) and MassMutual Select T. Rowe Price Retirement 2030 Fund (MMTRX). 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.
Dividends
MMTFX vs. MMTRX - Dividend Comparison
MMTFX's dividend yield for the trailing twelve months is around 2.12%, more than MMTRX's 2.00% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
MMTFX MassMutual Select T. Rowe Price Retirement 2025 Fund | 2.12% | 2.38% | 3.82% | 3.72% | 1.85% | 2.28% | 2.16% |
MMTRX MassMutual Select T. Rowe Price Retirement 2030 Fund | 2.00% | 2.27% | 2.98% | 3.75% | 1.72% | 2.14% | 2.06% |
Drawdowns
MMTFX vs. MMTRX - Drawdown Comparison
The maximum MMTFX drawdown since its inception was -26.36%, smaller than the maximum MMTRX drawdown of -28.45%. Use the drawdown chart below to compare losses from any high point for MMTFX and MMTRX. For additional features, visit the drawdowns tool.
Volatility
MMTFX vs. MMTRX - Volatility Comparison
The current volatility for MassMutual Select T. Rowe Price Retirement 2025 Fund (MMTFX) is 1.85%, while MassMutual Select T. Rowe Price Retirement 2030 Fund (MMTRX) has a volatility of 2.12%. This indicates that MMTFX experiences smaller price fluctuations and is considered to be less risky than MMTRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.