MMTRX vs. CGDG

In the year-to-date period, MMTRX achieves a 1.32% return, which is significantly lower than CGDG's 6.90% return.

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MMTRX has a 0.37% expense ratio, which is lower than CGDG's 0.47% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for MassMutual Select T. Rowe Price Retirement 2030 Fund (MMTRX) and Capital Group Dividend Growers ETF (CGDG). 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 MMTRX Sharpe Ratio is 0.54, which is lower than the CGDG Sharpe Ratio of 0.87. The chart below compares the historical Sharpe Ratios of MMTRX and CGDG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MMTRX's dividend yield for the trailing twelve months is around 3.63%, more than CGDG's 2.09% yield.

The maximum MMTRX drawdown since its inception was -32.47%, which is greater than CGDG's maximum drawdown of -10.52%. Use the drawdown chart below to compare losses from any high point for MMTRX and CGDG. For additional features, visit the drawdowns tool.

The current volatility for MassMutual Select T. Rowe Price Retirement 2030 Fund (MMTRX) is 3.39%, while Capital Group Dividend Growers ETF (CGDG) has a volatility of 4.45%. This indicates that MMTRX experiences smaller price fluctuations and is considered to be less risky than CGDG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.