New Zealand markets closed

MassMutual Disciplined Gr I (MPDIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
11.91-0.11 (-0.92%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return25.47%
5-year average return17.76%
Number of years up7
Number of years down2
Best 1-yr total return (26 Jun 2024)39.70%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return39.70%
Worst 3-yr total return4.73%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMPDIXCategory
YTD17.12%12.38%
1-month6.86%5.09%
3-month5.65%10.28%
1-year38.67%41.70%
3-year9.89%22.56%
5-year17.53%21.98%
10-year14.02%15.99%
Last bull market31.06%25.99%
Last bear market-19.92%-17.29%

Annual total return (%) history

Year
MPDIXCategory
2024
N/AN/A
2023
39.70%N/A
2022
-31.76%N/A
2021
28.13%N/A
2020
31.36%35.86%
2019
33.48%31.90%
2018
-3.85%-2.09%
2017
28.70%27.67%
2016
7.34%3.23%
2015
3.67%3.60%
2014
N/A10.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202414.09%N/AN/AN/A
202313.81%11.03%-2.54%13.44%
2022-10.42%-19.92%-5.43%0.59%
20211.71%12.44%1.24%10.67%
2020-15.03%26.59%11.55%9.48%
201914.71%3.83%1.38%10.55%
20181.28%4.74%8.37%-16.36%
20178.18%3.28%6.83%7.82%
20161.08%-1.15%4.84%2.47%
20153.58%-0.49%-5.88%6.86%
20141.02%4.42%N/AN/A

Rank in category (by total return)

YTD11
1-month11
3-month4
1-year9
3-year18
5-year23

Load adjusted returns

1-year38.67%
3-year9.89%
5-year17.53%
10-year14.02%