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MassMutual Premier Balanced A (MMBDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.87+0.04 (+0.34%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.13%
5-year average return7.87%
Number of years up18
Number of years down8
Best 1-yr total return (2 Jul 2024)20.54%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return20.54%
Worst 3-yr total return4.01%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMMBDXCategory
YTD8.49%9.69%
1-month2.80%0.91%
3-month1.99%5.21%
1-year14.07%27.06%
3-year3.98%11.00%
5-year8.02%10.26%
10-year6.87%8.34%
Last bull market17.82%15.58%
Last bear market-10.36%-12.16%

Annual total return (%) history

Year
MMBDXCategory
2024
N/AN/A
2023
12.59%N/A
2022
-14.65%N/A
2021
19.43%N/A
2020
10.37%11.72%
2019
19.10%19.23%
2018
-5.58%-5.76%
2017
15.56%13.21%
2016
8.15%7.34%
2015
-1.93%-1.93%
2014
7.98%6.21%
2013
16.65%16.48%
2012
11.81%11.72%
2011
2.11%-0.11%
2010
11.73%11.83%
2009
20.54%24.13%
2008
-24.11%-28.00%
2007
5.04%5.99%
2006
11.04%11.29%
2005
3.81%5.13%
2004
7.80%8.86%
2003
17.52%20.35%
2002
-11.98%-12.02%
2001
-6.51%-5.05%
2000
-0.58%1.82%
1999
-2.15%10.71%
1998
12.79%13.52%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.37%1.99%N/AN/A
20233.90%3.06%-3.83%9.34%
2022-5.62%-10.36%-5.83%7.13%
20215.50%4.99%0.14%7.67%
2020-14.79%14.44%5.43%7.34%
20198.25%2.83%1.12%5.81%
2018-0.92%0.85%4.86%-9.88%
20173.98%2.52%3.74%4.49%
20161.25%1.42%3.27%1.98%
20150.93%-0.59%-5.24%3.14%
20141.57%3.66%0.00%2.55%
20135.70%0.51%3.41%6.18%
20127.88%-1.39%4.50%0.57%
20113.80%0.48%-8.64%7.15%
20104.30%-6.03%7.76%5.79%
2009-6.00%10.96%11.25%3.88%
2008-6.33%-1.54%-5.52%-12.91%
20070.78%3.17%2.05%-1.01%
20062.63%-1.13%4.67%4.55%
2005-1.07%1.41%2.13%1.32%
20041.92%0.22%-0.33%5.89%
2003-1.70%9.96%1.45%7.17%
20020.22%-7.37%-9.77%5.08%
2001-7.85%3.43%-7.38%5.90%
2000-0.68%0.00%4.12%-3.86%
1999-1.55%5.22%-5.47%-0.08%
19987.34%-1.06%-2.67%9.12%

Rank in category (by total return)

YTD21
1-month8
3-month26
1-year29
3-year25
5-year28

Load adjusted returns

1-year7.80%
3-year2.04%
5-year6.80%
10-year6.26%