Nasdaq - Delayed Quote USD

MassMutual RetireSMART by JPM 2020 R5 (MRTBX)

10.65 -0.02 (-0.19%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.28%
5y Average Return 3.91%
Number of Years Up 6
Number of Years Down 3
Best 1Y Total Return (Apr 17, 2024) 16.47%
Worst 1Y Total Return (Apr 17, 2024) --
Best 3Y Total Return 16.47%
Worst 3Y Total Return 0.51%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MRTBX
Category
YTD
2.80%
5.78%
1-Month
1.85%
0.81%
3-Month
2.80%
4.21%
1-Year
9.92%
18.91%
3-Year
1.47%
9.48%
5-Year
4.72%
8.82%
10-Year
4.67%
7.36%
Last Bull Market
16.20%
14.92%
Last Bear Market
-9.51%
-12.14%

Annual Total Return (%) History

Year
MRTBX
Category
2024
--
--
2023
11.23%
--
2022
-14.17%
--
2021
7.37%
--
2020
10.17%
10.79%
2019
16.47%
16.14%
2018
-3.86%
-4.49%
2017
13.74%
12.46%

2016
6.38%
6.23%
2015
-2.11%
-1.57%
2014
--
4.72%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.80% -- -- --
2023 4.03% 1.74% -2.86% 8.18%
2022 -5.32% -9.51% -4.58% 4.99%
2021 0.86% 4.13% -0.22% 2.46%
2020 -11.16% 10.34% 4.02% 8.04%
2019 7.37% 3.27% 1.46% 3.53%
2018 -0.46% 0.70% 2.15% -6.10%
2017 3.99% 2.78% 3.18% 3.15%
2016 0.71% 1.49% 3.72% 0.36%
2015 2.11% -0.32% -6.03% 2.34%

2014 -2.32% 1.31% -- --

Rank in Category (By Total Return)

YTD 84
1-Month 72
3-Month 84
1-Year 76
3-Year 82
5-Year 78

Load Adjusted Returns

1-Year 9.92%
3-Year 1.47%
5-Year 4.72%
10-Year 4.67%

Performance & Risk

YTD Return -0.28%
5y Average Return 3.91%
Rank in Category (ytd) 84
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.77
Morningstar Risk Rating

Fund Overview

Category Target-Date 2020
Fund Family MassMutual
Net Assets 116.51M
YTD Return 2.80%
Yield 3.01%
Morningstar Rating
Inception Date Apr 01, 2014

Fund Summary

The fund is a “fund of funds” that seeks to achieve its investment objective by investing in a combination of U.S. domestic and international mutual funds (“underlying funds”) using an asset allocation strategy designed for investors who plan to retire around the year 2020 (the target retirement year) and then withdraw their investment in the fund over time throughout retirement.

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