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MassMutual RetireSMART by JPM 2040 I (MRFUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.90-0.02 (-0.17%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.11%
5-year average return8.36%
Number of years up6
Number of years down3
Best 1-yr total return (20 June 2024)24.48%
Worst 1-yr total return (20 June 2024)N/A
Best 3-yr total return24.48%
Worst 3-yr total return2.99%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMRFUXCategory
YTD5.85%10.80%
1-month3.61%1.06%
3-month2.71%6.14%
1-year17.79%33.59%
3-year3.02%12.99%
5-year9.27%12.87%
10-year7.11%9.72%
Last bull market20.24%19.05%
Last bear market-13.41%-17.54%

Annual total return (%) history

Year
MRFUXCategory
2024
N/AN/A
2023
18.09%N/A
2022
-16.70%N/A
2021
16.35%N/A
2020
12.73%14.56%
2019
24.48%23.19%
2018
-7.11%-7.74%
2017
19.30%19.52%
2016
7.43%7.95%
2015
-2.40%-1.99%
2014
N/A5.25%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.94%N/AN/AN/A
20236.43%4.58%-3.91%10.42%
2022-5.82%-13.41%-6.29%9.00%
20214.71%6.48%-1.18%5.59%
2020-20.80%17.01%6.16%14.59%
201911.04%3.77%0.66%7.33%
2018-0.38%1.21%3.52%-11.01%
20175.26%3.69%4.50%4.60%
2016-0.27%1.28%4.77%1.53%
20152.34%0.08%-7.93%3.50%
2014-2.94%1.67%N/AN/A

Rank in category (by total return)

YTD79
1-month75
3-month83
1-year79
3-year53
5-year59

Load adjusted returns

1-year17.79%
3-year3.02%
5-year9.27%
10-year7.11%