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MassMutual RetireSMART by JPM 2055 Svc (MMWSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.07+0.06 (+0.60%)
At close: 06:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.90%
5-year average return8.81%
Number of years up7
Number of years down3
Best 1-yr total return (30 Jun 2024)25.21%
Worst 1-yr total return (30 Jun 2024)N/A
Best 3-yr total return25.21%
Worst 3-yr total return2.72%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMMWSXCategory
YTD6.71%12.13%
1-month3.90%1.09%
3-month3.03%6.61%
1-year19.46%37.63%
3-year3.50%13.82%
5-year9.93%13.76%
10-year7.51%10.29%
Last bull market21.54%19.35%
Last bear market-14.05%-17.99%

Annual total return (%) history

Year
MMWSXCategory
2024
N/AN/A
2023
19.14%N/A
2022
-17.21%N/A
2021
17.90%N/A
2020
12.82%15.47%
2019
25.21%24.91%
2018
-7.30%-8.44%
2017
20.71%21.08%
2016
7.38%8.00%
2015
-2.67%-1.71%
2014
3.71%5.49%
2013
N/A23.14%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.71%N/AN/AN/A
20236.55%5.35%-4.10%10.69%
2022-5.87%-14.05%-6.71%9.68%
20215.38%6.81%-1.35%6.18%
2020-22.24%17.88%6.49%15.59%
201911.46%3.69%0.56%7.74%
2018-0.43%1.31%3.70%-11.38%
20175.69%3.90%4.74%4.95%
2016-0.61%1.13%5.09%1.65%
20152.30%0.19%-8.56%3.85%
20141.14%3.95%-3.10%1.79%
20137.34%N/AN/AN/A

Rank in category (by total return)

YTD93
1-month82
3-month86
1-year92
3-year64
5-year82

Load adjusted returns

1-year19.46%
3-year3.50%
5-year9.93%
10-year7.51%