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Nasdaq - Delayed Quote USD

MassMutual Select Funds - MassMutual RetireSMART by JPMorgan 2020 Fund (MRTAX)

10.98
+0.01
+(0.05%)
At close: 8:04:22 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.65%
5y Average Return 3.53%
Number of Years Up 16
Number of Years Down 5
Best 1Y Total Return (Jan 24, 2025) 17.08%
Worst 1Y Total Return (Jan 24, 2025) --
Best 3Y Total Return 17.08%
Worst 3Y Total Return 0.03%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MRTAX
Category
YTD
6.67%
5.78%
1-Month
-2.38%
0.81%
3-Month
-2.38%
4.21%
1-Year
6.67%
18.91%
3-Year
0.30%
9.48%
5-Year
3.41%
8.82%
10-Year
4.37%
7.36%
Last Bull Market
9.38%
14.92%
Last Bear Market
-9.59%
-12.14%

Annual Total Return (%) History

Year
MRTAX
Category
2024
6.67%
--
2023
10.76%
--
2022
-14.59%
--
2021
6.82%
--
2020
9.69%
10.79%
2019
15.97%
16.14%
2018
-4.31%
-4.49%
2017
13.27%
12.46%

2016
5.88%
6.23%
2015
-2.56%
-1.57%
2014
3.41%
4.72%
2013
17.08%
11.57%
2012
13.66%
11.68%
2011
-2.22%
-0.22%
2010
13.61%
12.27%
2009
30.38%
24.25%
2008
-32.67%
-29.46%
2007
5.14%
6.02%
2006
7.72%
11.95%
2005
5.23%
5.80%
2004
9.76%
9.61%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.72% 0.55% 5.81% -2.38%
2023 3.92% 1.65% -2.95% 8.05%
2022 -5.47% -9.59% -4.68% 4.85%
2021 0.79% 3.83% -0.30% 2.39%
2020 -11.27% 10.29% 3.78% 8.01%
2019 7.21% 3.19% 1.30% 3.48%
2018 -0.54% 0.47% 2.16% -6.26%
2017 3.92% 2.62% 3.12% 3.01%
2016 0.53% 1.41% 3.57% 0.28%
2015 1.96% -0.40% -6.10% 2.19%

2014 1.24% 3.44% -2.48% 1.24%
2013 5.65% -0.45% 5.87% 5.15%
2012 9.64% -3.22% 4.97% 2.05%
2011 4.33% 0.49% -13.33% 7.60%
2010 4.38% -8.62% 10.63% 7.66%
2009 -7.22% 16.69% 15.42% 4.33%
2008 -7.61% -1.61% -9.25% -18.38%
2007 1.96% 3.15% 1.15% -1.18%
2006 2.11% -1.62% 3.18% 3.93%
2005 -1.77% 2.37% 2.49% 2.10%
2004 3.00% 0.19% -0.48% 6.87%

Rank in Category (By Total Return)

YTD 90
1-Month 55
3-Month 76
1-Year 90
3-Year 90
5-Year 94

Load Adjusted Returns

1-Year 0.81%
3-Year -1.57%
5-Year 2.25%
10-Year 3.78%

Performance & Risk

YTD Return 1.65%
5y Average Return 3.53%
Rank in Category (ytd) 90
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.78
Morningstar Risk Rating

Fund Overview

Category Target-Date 2020
Fund Family MassMutual
Net Assets 97.35M
YTD Return 6.67%
Yield 3.57%
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 (“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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