MMTRX vs. MMTFX
Compare and contrast key facts about MassMutual Select T. Rowe Price Retirement 2030 Fund (MMTRX) and MassMutual Select T. Rowe Price Retirement 2025 Fund (MMTFX).
MMTRX is managed by T. Rowe Price. It was launched on Feb 15, 2018. MMTFX 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: MMTRX or MMTFX.
Key characteristics
| MMTRX | MMTFX | |
|---|---|---|
| YTD Return | 13.67% | 12.21% |
| 1Y Return | 24.10% | 21.59% |
| 3Y Return (Ann) | 2.80% | -1.20% |
| 5Y Return (Ann) | 8.50% | 5.33% |
| Sharpe Ratio | 1.57 | 1.69 |
| Sortino Ratio | 2.36 | 2.53 |
| Omega Ratio | 1.48 | 1.50 |
| Calmar Ratio | 1.82 | 1.00 |
| Martin Ratio | 6.80 | 7.58 |
| Ulcer Index | 3.43% | 2.75% |
| Daily Std Dev | 14.81% | 12.38% |
| Max Drawdown | -28.45% | -26.36% |
| Current Drawdown | 0.00% | -3.78% |
Correlation
The correlation between MMTRX and MMTFX 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
MMTRX vs. MMTFX - Performance Comparison
In the year-to-date period, MMTRX achieves a 13.67% return, which is significantly higher than MMTFX's 12.21% 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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MMTRX vs. MMTFX - Expense Ratio Comparison
MMTRX has a 0.37% expense ratio, which is higher than MMTFX's 0.34% expense ratio.
Risk-Adjusted Performance
MMTRX vs. MMTFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MassMutual Select T. Rowe Price Retirement 2030 Fund (MMTRX) and MassMutual Select T. Rowe Price Retirement 2025 Fund (MMTFX). 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
MMTRX vs. MMTFX - Dividend Comparison
MMTRX's dividend yield for the trailing twelve months is around 2.00%, less than MMTFX's 2.12% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
MMTRX MassMutual Select T. Rowe Price Retirement 2030 Fund | 2.00% | 2.27% | 2.98% | 3.75% | 1.72% | 2.14% | 2.06% |
MMTFX MassMutual Select T. Rowe Price Retirement 2025 Fund | 2.12% | 2.38% | 3.82% | 3.72% | 1.85% | 2.28% | 2.16% |
Drawdowns
MMTRX vs. MMTFX - Drawdown Comparison
The maximum MMTRX drawdown since its inception was -28.45%, which is greater than MMTFX's maximum drawdown of -26.36%. Use the drawdown chart below to compare losses from any high point for MMTRX and MMTFX. For additional features, visit the drawdowns tool.
Volatility
MMTRX vs. MMTFX - Volatility Comparison
MassMutual Select T. Rowe Price Retirement 2030 Fund (MMTRX) has a higher volatility of 2.17% compared to MassMutual Select T. Rowe Price Retirement 2025 Fund (MMTFX) at 1.90%. This indicates that MMTRX's price experiences larger fluctuations and is considered to be riskier than MMTFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.