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MassMutual 60/40 Allocation R3 (MROTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.78-0.02 (-0.23%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.02%
5-year average return6.85%
Number of years up6
Number of years down3
Best 1-yr total return (25 Jun 2024)23.31%
Worst 1-yr total return (25 Jun 2024)N/A
Best 3-yr total return23.31%
Worst 3-yr total return2.46%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMROTXCategory
YTD3.83%9.69%
1-month3.09%0.91%
3-month1.76%5.21%
1-year13.45%27.06%
3-year1.71%11.00%
5-year7.51%10.26%
10-year5.84%8.34%
Last bull market17.06%15.58%
Last bear market-11.78%-12.16%

Annual total return (%) history

Year
MROTXCategory
2024
N/AN/A
2023
13.84%N/A
2022
-15.15%N/A
2021
13.31%N/A
2020
11.89%11.72%
2019
23.31%19.23%
2018
-7.92%-5.76%
2017
18.00%13.21%
2016
6.88%7.34%
2015
-3.14%-1.93%
2014
N/A6.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.31%N/AN/AN/A
20234.58%3.25%-3.76%9.54%
2022-4.99%-11.78%-5.36%6.97%
20213.30%5.22%-0.37%4.63%
2020-15.97%14.51%5.38%10.35%
201911.07%3.61%0.31%6.83%
2018-0.56%1.03%3.26%-11.24%
20174.97%3.33%4.29%4.31%
2016-0.22%1.23%4.52%1.25%
20152.19%-0.19%-7.79%3.00%
2014-2.99%1.29%N/AN/A

Rank in category (by total return)

YTD79
1-month55
3-month77
1-year72
3-year67
5-year53

Load adjusted returns

1-year13.45%
3-year1.71%
5-year7.51%
10-year5.84%