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Massmutual Select Funds - MassMutual RetireSMART by JPMorgan In Retirement Fund (MRDAX)

10.02
+0.01
+(0.06%)
At close: 8:04:22 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.54%
5y Average Return 3.46%
Number of Years Up 17
Number of Years Down 4
Best 1Y Total Return (Jan 24, 2025) 14.45%
Worst 1Y Total Return (Jan 24, 2025) --
Best 3Y Total Return 14.45%
Worst 3Y Total Return -0.10%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MRDAX
Category
YTD
6.70%
3.58%
1-Month
-2.26%
0.73%
3-Month
-2.35%
3.29%
1-Year
6.70%
12.52%
3-Year
0.34%
7.60%
5-Year
3.35%
6.39%
10-Year
3.69%
5.12%
Last Bull Market
9.38%
8.81%
Last Bear Market
-9.61%
-5.68%

Annual Total Return (%) History

Year
MRDAX
Category
2024
6.70%
--
2023
10.86%
--
2022
-14.60%
--
2021
6.77%
--
2020
9.34%
9.03%
2019
14.45%
12.85%
2018
-4.35%
-3.16%
2017
8.80%
8.81%

2016
4.83%
5.10%
2015
-2.40%
-1.50%
2014
3.34%
4.36%
2013
6.52%
7.36%
2012
9.13%
9.01%
2011
2.27%
1.60%
2010
9.67%
8.94%
2009
19.61%
18.36%
2008
-16.47%
-18.06%
2007
5.10%
4.46%
2006
5.14%
7.34%
2005
2.85%
3.30%
2004
6.35%
6.46%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.72% 0.49% 5.85% -2.35%
2023 3.91% 1.67% -2.98% 8.16%
2022 -5.45% -9.61% -4.66% 4.80%
2021 0.74% 3.93% -0.32% 2.30%
2020 -10.59% 9.74% 3.66% 7.50%
2019 6.37% 3.04% 1.39% 2.98%
2018 -0.61% 0.17% 1.22% -5.09%
2017 2.61% 1.91% 2.14% 1.87%
2016 1.53% 1.70% 2.41% -0.86%
2015 1.46% -0.72% -3.67% 0.58%

2014 1.39% 2.92% -1.78% 0.83%
2013 2.70% -1.78% 3.26% 2.27%
2012 5.12% -0.97% 3.62% 1.17%
2011 2.55% 1.20% -5.39% 4.16%
2010 2.62% -2.24% 6.19% 2.94%
2009 -2.48% 9.52% 9.30% 2.46%
2008 -2.31% -1.13% -5.24% -8.73%
2007 1.66% 1.25% 1.51% 0.58%
2006 0.79% -0.68% 2.75% 2.22%
2005 -0.78% 2.05% 0.69% 0.87%
2004 2.60% -1.17% 0.99% 3.86%

Rank in Category (By Total Return)

YTD 46
1-Month 85
3-Month 81
1-Year 46
3-Year 63
5-Year 64

Load Adjusted Returns

1-Year 0.83%
3-Year -1.54%
5-Year 2.19%
10-Year 3.11%

Performance & Risk

YTD Return 1.54%
5y Average Return 3.46%
Rank in Category (ytd) 46
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.78
Morningstar Risk Rating

Fund Overview

Category Target-Date Retirement
Fund Family MassMutual
Net Assets 63.58M
YTD Return 6.70%
Yield 5.21%
Morningstar Rating
Inception Date Dec 31, 2003

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 using an asset allocation strategy designed for investors who are retired or expect to retire soon. Its assets are allocated among underlying funds according to an asset allocation strategy that emphasizes fixed income and money market funds, but also includes smaller allocations to equity and certain other funds.

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