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RiverSource Retirement Plus 2040 R4 (RSMMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.88-0.01 (-0.11%)
At close: 06:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.95%
5-year average return0.00%
Number of years up1
Number of years down2
Best 1-yr total return (5 May 2024)7.37%
Worst 1-yr total return (5 May 2024)N/A
Best 3-yr total return7.37%
Worst 3-yr total return-14.46%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRSMMXCategory
YTD4.29%12.40%
1-month-4.70%3.37%
3-month9.52%4.88%
1-year7.99%55.69%
3-year-12.90%19.34%
5-year-0.32%20.72%
10-year6.37%13.98%
Last bull market32.30%27.85%
Last bear market-24.40%-24.06%

Annual total return (%) history

Year
RSMMXCategory
2024
N/AN/A
2023
7.37%N/A
2022
-37.08%N/A
2021
-7.35%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.44%N/AN/AN/A
20237.63%0.49%-7.91%7.79%
2022-18.59%-24.40%3.41%-1.13%
2021-3.49%6.43%-8.42%-1.51%

Rank in category (by total return)

YTD16
1-month7
3-month1
1-year75
3-year93
5-year98

Load adjusted returns

1-year7.99%
3-year-12.90%
5-year-0.32%
10-year6.37%