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MassMutual RetireSMART by JPMorgan 2055 Fund (MMWAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.86-0.01 (-0.10%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.45%
5-year average return8.60%
Number of years up7
Number of years down3
Best 1-yr total return (7 May 2024)24.57%
Worst 1-yr total return (7 May 2024)N/A
Best 3-yr total return24.57%
Worst 3-yr total return2.34%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMMWAXCategory
YTD2.57%12.13%
1-month-3.71%1.09%
3-month2.90%6.61%
1-year12.95%37.63%
3-year2.47%13.82%
5-year7.57%13.76%
10-year6.94%10.29%
Last bull market21.36%19.35%
Last bear market-14.14%-17.99%

Annual total return (%) history

Year
MMWAXCategory
2024
N/AN/A
2023
18.70%N/A
2022
-17.41%N/A
2021
17.57%N/A
2020
12.46%15.47%
2019
24.57%24.91%
2018
-7.53%-8.44%
2017
20.35%21.08%
2016
6.87%8.00%
2015
-2.86%-1.71%
2014
3.24%5.49%
2013
N/A23.14%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.52%N/AN/AN/A
20236.47%5.06%-4.18%10.74%
2022-5.99%-14.14%-6.67%9.64%
20215.25%6.79%-1.53%6.23%
2020-22.22%17.76%6.33%15.47%
201911.17%3.71%0.38%7.64%
2018-0.52%1.23%3.64%-11.39%
20175.62%3.83%4.68%4.84%
2016-0.72%1.03%4.91%1.56%
20152.31%0.09%-8.69%3.88%
20141.05%3.86%-3.19%1.62%
20137.26%N/AN/AN/A

Rank in category (by total return)

YTD93
1-month51
3-month92
1-year92
3-year75
5-year91

Load adjusted returns

1-year6.74%
3-year0.56%
5-year6.36%
10-year6.34%