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MassMutual RetireSMART by JPM 2060 R3 (MMWBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.68+0.04 (+0.41%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.59%
5-year average return8.23%
Number of years up6
Number of years down2
Best 1-yr total return (30 June 2024)24.53%
Worst 1-yr total return (30 June 2024)N/A
Best 3-yr total return24.53%
Worst 3-yr total return2.74%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMMWBXCategory
YTD6.47%6.10%
1-month3.81%0.90%
3-month2.91%6.10%
1-year18.90%14.41%
3-year2.93%4.94%
5-year9.37%9.53%
10-year0.00%0.00%
Last bull market21.17%5.12%
Last bear market-14.16%0.00%

Annual total return (%) history

Year
MMWBXCategory
2024
N/AN/A
2023
18.47%N/A
2022
-17.61%N/A
2021
17.23%N/A
2020
12.30%15.52%
2019
24.53%25.15%
2018
-7.74%-8.52%
2017
19.90%21.27%
2016
6.84%7.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.47%N/AN/AN/A
20236.46%5.13%-4.22%10.51%
2022-5.99%-14.16%-6.76%9.49%
20215.21%6.64%-1.49%6.07%
2020-22.24%17.75%6.29%15.39%
201911.23%3.70%0.39%7.55%
2018-0.53%1.15%3.60%-11.49%
20175.46%3.74%4.62%4.76%
2016-0.83%1.15%4.87%1.56%

Rank in category (by total return)

YTD96
1-month89
3-month91
1-year98
3-year87
5-year93

Load adjusted returns

1-year18.90%
3-year2.93%
5-year9.37%
10-yearN/A