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MassMutual RetireSMART by JPMorgan 2025 Fund (MMIYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.77-0.03 (-0.28%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.86%
5-year average return5.00%
Number of years up9
Number of years down4
Best 1-yr total return (27 Jun 2024)20.33%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return20.33%
Worst 3-yr total return1.05%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMMIYXCategory
YTD2.99%6.61%
1-month2.79%0.92%
3-month1.81%4.66%
1-year11.29%21.54%
3-year0.42%10.23%
5-year5.66%9.75%
10-year5.06%7.82%
Last bull market14.62%16.61%
Last bear market-10.58%-14.25%

Annual total return (%) history

Year
MMIYXCategory
2024
N/AN/A
2023
12.49%N/A
2022
-15.42%N/A
2021
9.73%N/A
2020
11.16%11.84%
2019
19.12%18.25%
2018
-4.90%-5.34%
2017
15.85%14.67%
2016
6.81%6.73%
2015
-2.47%-1.59%
2014
3.52%5.07%
2013
20.33%15.30%
2012
14.97%13.03%
2011
-2.84%-2.06%
2010
N/A13.29%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.18%N/AN/AN/A
20234.63%2.21%-3.15%8.60%
2022-5.80%-10.58%-5.24%5.96%
20211.90%4.81%-0.59%3.36%
2020-14.08%12.44%4.55%10.07%
20198.68%3.53%1.22%4.60%
2018-0.38%0.77%2.67%-7.73%
20174.56%3.15%3.68%3.61%
20160.18%1.49%4.16%0.86%
20152.14%-0.16%-6.95%2.79%
20141.29%3.67%-2.75%1.37%
20136.39%0.09%6.61%6.00%
201210.83%-3.98%5.48%2.42%
20114.88%0.35%-14.96%8.55%
201011.95%8.90%N/AN/A

Rank in category (by total return)

YTD79
1-month66
3-month69
1-year73
3-year79
5-year73

Load adjusted returns

1-year11.29%
3-year0.42%
5-year5.66%
10-year5.06%