Singapore markets open in 7 hours 18 minutes

MassMutual 60/40 Allocation A (MOGAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
8.98-0.03 (-0.33%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.03%
5-year average return7.00%
Number of years up9
Number of years down3
Best 1-yr total return (25 Jun 2024)23.56%
Worst 1-yr total return (25 Jun 2024)N/A
Best 3-yr total return23.56%
Worst 3-yr total return2.30%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMOGAXCategory
YTD3.86%9.69%
1-month3.14%0.91%
3-month1.83%5.21%
1-year13.58%27.06%
3-year1.88%11.00%
5-year7.67%10.26%
10-year6.00%8.34%
Last bull market17.11%15.58%
Last bear market-11.76%-12.16%

Annual total return (%) history

Year
MOGAXCategory
2024
N/AN/A
2023
14.13%N/A
2022
-15.12%N/A
2021
13.57%N/A
2020
12.04%11.72%
2019
23.56%19.23%
2018
-7.80%-5.76%
2017
18.15%13.21%
2016
6.94%7.34%
2015
-2.94%-1.93%
2014
3.16%6.21%
2013
21.49%16.48%
2012
14.88%11.72%
2011
N/A-0.11%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.33%N/AN/AN/A
20234.75%3.19%-3.68%9.62%
2022-5.00%-11.76%-5.26%6.88%
20213.34%5.32%-0.36%4.72%
2020-15.92%14.65%5.40%10.28%
201911.15%3.66%0.40%6.81%
2018-0.46%1.02%3.31%-11.25%
20175.03%3.39%4.25%4.37%
2016-0.22%1.22%4.48%1.35%
20152.19%-0.10%-7.77%3.08%
20141.15%3.75%-2.99%1.33%
20136.58%0.18%6.98%6.37%
201211.11%-4.33%5.45%2.48%
2011-15.27%8.61%N/AN/A

Rank in category (by total return)

YTD77
1-month54
3-month75
1-year71
3-year64
5-year49

Load adjusted returns

1-year7.33%
3-year-0.03%
5-year6.46%
10-year5.40%