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MassMutual RetireSMART by JPM 2050 Svc (MMTSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.87+0.03 (+0.34%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.94%
5-year average return8.80%
Number of years up11
Number of years down5
Best 1-yr total return (30 June 2024)34.58%
Worst 1-yr total return (30 June 2024)N/A
Best 3-yr total return34.58%
Worst 3-yr total return2.63%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMMTSXCategory
YTD6.72%11.99%
1-month3.80%1.08%
3-month3.07%6.55%
1-year19.51%37.09%
3-year3.50%13.69%
5-year9.93%13.58%
10-year7.49%10.11%
Last bull market21.60%19.71%
Last bear market-14.05%-18.27%

Annual total return (%) history

Year
MMTSXCategory
2024
N/AN/A
2023
19.08%N/A
2022
-17.15%N/A
2021
18.02%N/A
2020
12.67%15.25%
2019
25.24%24.54%
2018
-7.33%-8.41%
2017
20.65%20.67%
2016
7.15%8.22%
2015
-2.61%-2.01%
2014
3.59%5.42%
2013
25.48%21.02%
2012
16.22%15.07%
2011
-4.47%-3.82%
2010
15.86%14.53%
2009
34.58%32.02%
2008
-39.30%-38.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.72%N/AN/AN/A
20236.61%5.15%-4.02%10.67%
2022-5.89%-14.05%-6.64%9.70%
20215.40%6.93%-1.41%6.22%
2020-22.34%17.92%6.51%15.50%
201911.46%3.78%0.46%7.77%
2018-0.41%1.34%3.67%-11.44%
20175.65%3.90%4.72%4.95%
2016-0.62%1.12%4.93%1.61%
20152.34%0.22%-8.64%3.94%
20141.12%3.94%-3.12%1.73%
20137.67%0.66%7.89%7.33%
201212.58%-5.07%5.90%2.68%
20115.19%0.11%-17.12%9.47%
20104.94%-10.90%12.66%10.00%
2009-9.00%19.58%17.65%5.12%
2008-9.86%-1.33%-11.27%-23.08%

Rank in category (by total return)

YTD87
1-month85
3-month84
1-year90
3-year61
5-year76

Load adjusted returns

1-year19.51%
3-year3.50%
5-year9.93%
10-year7.49%