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MassMutual Disciplined Gr R3 (MPDRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.99+0.12 (+1.10%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return22.69%
5-year average return16.32%
Number of years up7
Number of years down2
Best 1-yr total return (23 Jun 2024)38.88%
Worst 1-yr total return (23 Jun 2024)N/A
Best 3-yr total return38.88%
Worst 3-yr total return3.96%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMPDRXCategory
YTD16.70%12.38%
1-month6.82%5.09%
3-month5.40%10.28%
1-year37.78%41.70%
3-year9.13%22.56%
5-year16.72%21.98%
10-year13.22%15.99%
Last bull market30.66%25.99%
Last bear market-20.02%-17.29%

Annual total return (%) history

Year
MPDRXCategory
2024
N/AN/A
2023
38.88%N/A
2022
-32.26%N/A
2021
27.18%N/A
2020
30.44%35.86%
2019
32.76%31.90%
2018
-4.70%-2.09%
2017
27.84%27.67%
2016
6.52%3.23%
2015
2.97%3.60%
2014
N/A10.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.77%N/AN/AN/A
202313.60%10.92%-2.73%13.31%
2022-10.59%-20.02%-5.65%0.40%
20211.46%12.25%1.08%10.48%
2020-15.26%26.39%11.38%9.35%
201914.66%3.64%1.14%10.47%
20181.14%4.43%8.18%-16.60%
20177.94%3.17%6.63%7.66%
20160.82%-1.26%4.57%2.34%
20153.36%-0.58%-6.04%6.64%
20140.87%4.25%N/AN/A

Rank in category (by total return)

YTD14
1-month12
3-month6
1-year11
3-year27
5-year34

Load adjusted returns

1-year37.78%
3-year9.13%
5-year16.72%
10-year13.22%