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MassMutual Balanced Svc (MBAYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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12.81+0.09 (+0.71%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.86%
5-Year Average Return8.47%
Number of Years Up18
Number of Years Down8
Best 1 Yr Total Return (May 29, 2024)20.84%
Worst 1 Yr Total Return (May 29, 2024)N/A
Best 3-Yr Total Return20.84%
Worst 3-Yr Total Return4.37%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMBAYXCategory
YTD2.14%9.69%
1-Month-4.03%0.91%
3-Month0.32%5.21%
1-Year9.99%27.06%
3-Year3.34%11.00%
5-Year7.16%10.26%
10-Year6.90%8.34%
Last Bull Market18.01%15.58%
Last Bear Market-10.25%-12.16%

Annual Total Return (%) History

Year
MBAYXCategory
2024
N/AN/A
2023
13.02%N/A
2022
-14.33%N/A
2021
19.82%N/A
2020
10.76%11.72%
2019
19.40%19.23%
2018
-5.21%-5.76%
2017
15.97%13.21%
2016
8.49%7.34%
2015
-1.59%-1.93%
2014
8.36%6.21%
2013
17.22%16.48%
2012
12.18%11.72%
2011
2.48%-0.11%
2010
12.32%11.83%
2009
20.84%24.13%
2008
-23.81%-28.00%
2007
5.42%5.99%
2006
11.45%11.29%
2005
4.23%5.13%
2004
8.34%8.86%
2003
18.02%20.35%
2002
-11.64%-12.02%
2001
-6.19%-5.05%
2000
-0.22%1.82%
1999
-1.78%10.71%
1998
13.22%13.52%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.43%N/AN/AN/A
20234.04%3.17%-3.76%9.41%
2022-5.50%-10.25%-5.76%7.20%
20215.63%5.06%0.20%7.76%
2020-14.70%14.56%5.55%7.38%
20198.24%2.95%1.19%5.89%
2018-0.86%0.94%4.98%-9.78%
20174.06%2.60%3.80%4.65%
20161.35%1.42%3.41%2.07%
20150.96%-0.47%-5.16%3.27%
20141.64%3.78%0.07%2.65%
20135.86%0.57%3.56%6.32%
20127.98%-1.32%4.64%0.61%
20113.92%0.55%-8.59%7.30%
20104.43%-5.86%7.83%5.95%
2009-5.86%10.86%11.47%3.88%
2008-6.24%-1.47%-5.37%-12.85%
20070.84%3.31%2.05%-0.84%
20062.63%-1.08%4.88%4.69%
2005-1.03%1.45%2.35%1.42%
20041.96%0.43%-0.32%6.14%
2003-1.64%10.12%1.63%7.21%
20020.32%-7.33%-9.65%5.20%
2001-7.79%3.53%-7.33%6.04%
2000-0.60%0.15%4.17%-3.78%
1999-1.55%5.44%-5.45%0.07%
19987.40%-0.93%-2.65%9.31%

Rank In Category (By Total Return)

YTD40
1-Month92
3-Month93
1-Year52
3-Year21
5-Year28

Load Adjusted Returns

1-Year9.99%
3-Year3.34%
5-Year7.16%
10-Year6.90%