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MassMutual Premier Balanced I (MBBIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.22+0.04 (+0.33%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.56%
5-year average return8.49%
Number of years up6
Number of years down3
Best 1-yr total return (30 Jun 2024)20.04%
Worst 1-yr total return (30 Jun 2024)N/A
Best 3-yr total return20.04%
Worst 3-yr total return4.61%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMBBIXCategory
YTD5.70%9.69%
1-month3.49%0.91%
3-month1.54%5.21%
1-year15.42%27.06%
3-year4.22%11.00%
5-year8.99%10.26%
10-year7.30%8.34%
Last bull market18.10%15.58%
Last bear market-10.18%-12.16%

Annual total return (%) history

Year
MBBIXCategory
2024
N/AN/A
2023
13.19%N/A
2022
-14.10%N/A
2021
20.04%N/A
2020
11.00%11.72%
2019
19.64%19.23%
2018
-5.02%-5.76%
2017
16.23%13.21%
2016
8.80%7.34%
2015
-1.38%-1.93%
2014
N/A6.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.51%N/AN/AN/A
20233.96%3.24%-3.69%9.50%
2022-5.44%-10.18%-5.71%7.26%
20215.67%5.14%0.21%7.82%
2020-14.67%14.65%5.62%7.42%
20198.33%2.94%1.26%5.96%
2018-0.82%0.99%5.07%-9.74%
20174.07%2.64%3.90%4.73%
20161.41%1.48%3.47%2.17%
20151.08%-0.49%-5.05%3.25%
20140.15%2.65%N/AN/A

Rank in category (by total return)

YTD32
1-month28
3-month85
1-year44
3-year18
5-year22

Load adjusted returns

1-year15.42%
3-year4.22%
5-year8.99%
10-year7.30%