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MassMutual RetireSMART by JPM 2060 R5 (MMWHX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.83+0.04 (+0.41%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.82%
5-year average return8.87%
Number of years up6
Number of years down2
Best 1-yr total return (30 June 2024)25.30%
Worst 1-yr total return (30 June 2024)N/A
Best 3-yr total return25.30%
Worst 3-yr total return3.33%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMMWHXCategory
YTD6.72%6.10%
1-month3.97%0.90%
3-month3.09%6.10%
1-year19.68%14.41%
3-year3.58%4.94%
5-year10.02%9.53%
10-year0.00%0.00%
Last bull market21.52%5.12%
Last bear market-14.10%0.00%

Annual total return (%) history

Year
MMWHXCategory
2024
N/AN/A
2023
19.31%N/A
2022
-17.15%N/A
2021
18.03%N/A
2020
12.82%15.52%
2019
25.30%25.15%
2018
-7.23%-8.52%
2017
20.63%21.27%
2016
7.44%7.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.61%N/AN/AN/A
20236.63%5.30%-4.05%10.74%
2022-5.84%-14.10%-6.56%9.63%
20215.37%6.85%-1.32%6.23%
2020-22.23%17.92%6.57%15.44%
201911.39%3.87%0.48%7.77%
2018-0.44%1.33%3.84%-11.44%
20175.65%3.92%4.69%4.96%
2016-0.73%1.36%4.96%1.73%

Rank in category (by total return)

YTD92
1-month79
3-month87
1-year92
3-year62
5-year78

Load adjusted returns

1-year19.68%
3-year3.58%
5-year10.02%
10-yearN/A