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MassMutual RetireSMART Gr I (MRGUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.23+0.05 (+0.49%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.91%
5-year average return8.81%
Number of years up6
Number of years down3
Best 1-yr total return (2 Jul 2024)27.15%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return27.15%
Worst 3-yr total return3.83%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMRGUXCategory
YTD7.07%11.35%
1-month1.00%0.99%
3-month0.79%5.92%
1-year13.90%32.83%
3-year3.73%11.75%
5-year8.95%11.53%
10-year7.50%8.98%
Last bull market20.24%17.67%
Last bear market-13.24%-15.71%

Annual total return (%) history

Year
MRGUXCategory
2024
N/AN/A
2023
17.92%N/A
2022
-15.60%N/A
2021
16.26%N/A
2020
14.07%13.51%
2019
27.15%21.35%
2018
-8.37%-7.93%
2017
21.21%15.80%
2016
7.34%7.93%
2015
-2.44%-2.77%
2014
N/A5.71%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.22%0.79%N/AN/A
20235.84%4.73%-3.76%10.54%
2022-5.10%-13.24%-5.44%8.41%
20214.63%6.08%-0.74%5.52%
2020-18.62%16.95%6.42%12.63%
201912.51%4.04%0.19%8.42%
2018-0.43%1.46%3.99%-12.79%
20175.86%3.94%4.87%5.04%
2016-0.73%1.16%5.11%1.70%
20152.50%0.18%-8.73%4.09%
2014-3.09%1.75%N/AN/A

Rank in category (by total return)

YTD55
1-month55
3-month58
1-year52
3-year36
5-year22

Load adjusted returns

1-year13.90%
3-year3.73%
5-year8.95%
10-year7.50%