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MassMutual Balanced R5 (MBLDX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.50+0.07 (+0.61%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.87%
5-Year Average Return7.29%
Number of Years Up21
Number of Years Down8
Best 1 Yr Total Return (Apr 30, 2024)21.07%
Worst 1 Yr Total Return (Apr 30, 2024)N/A
Best 3-Yr Total Return21.07%
Worst 3-Yr Total Return4.47%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMBLDXCategory
YTD6.51%9.69%
1-Month2.31%0.91%
3-Month6.51%5.21%
1-Year15.78%27.06%
3-Year5.47%11.00%
5-Year8.69%10.26%
10-Year7.53%8.34%
Last Bull Market26.09%15.58%
Last Bear Market-10.18%-12.16%

Annual Total Return (%) History

Year
MBLDXCategory
2024
N/AN/A
2023
13.12%N/A
2022
-14.26%N/A
2021
19.93%N/A
2020
10.89%11.72%
2019
19.62%19.23%
2018
-5.19%-5.76%
2017
16.10%13.21%
2016
8.68%7.34%
2015
-1.50%-1.93%
2014
8.51%6.21%
2013
17.27%16.48%
2012
12.45%11.72%
2011
2.63%-0.11%
2010
12.44%11.83%
2009
21.07%24.13%
2008
-23.65%-28.00%
2007
5.54%5.99%
2006
11.64%11.29%
2005
4.43%5.13%
2004
8.40%8.86%
2003
18.30%20.35%
2002
-11.47%-12.02%
2001
-6.07%-5.05%
2000
-0.00%1.82%
1999
-1.58%10.71%
1998
13.50%13.52%
1997
18.72%19.63%
1996
12.83%13.70%
1995
21.31%25.63%
1994
N/A-2.52%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.51%N/AN/AN/A
20234.06%3.14%-3.69%9.44%
2022-5.52%-10.18%-5.71%7.15%
20215.59%5.14%0.21%7.80%
2020-14.74%14.65%5.54%7.49%
20198.33%2.94%1.26%5.94%
2018-0.90%0.99%4.98%-9.77%
20174.07%2.64%3.81%4.71%
20161.41%1.48%3.47%2.06%
20151.08%-0.49%-5.12%3.22%
20141.71%3.84%0.08%2.67%
20135.79%0.67%3.60%6.28%
20128.07%-1.28%4.61%0.75%
20113.95%0.57%-8.51%7.30%
20104.47%-5.85%7.87%5.97%
2009-5.93%11.10%11.34%4.05%
2008-6.16%-1.41%-5.43%-12.73%
20070.86%3.32%2.11%-0.81%
20062.60%-0.91%4.81%4.77%
2005-0.95%1.50%2.32%1.53%
20041.90%0.44%-0.22%6.14%
2003-1.55%10.13%1.67%7.32%
20020.33%-7.20%-9.67%5.26%
2001-7.79%3.62%-7.30%6.05%
2000-0.60%0.15%4.25%-3.64%
1999-1.48%5.50%-5.38%0.07%
19987.43%-0.82%-2.60%9.37%
19971.22%8.89%5.10%2.50%
19963.04%2.02%2.28%4.94%
19955.54%5.64%4.08%4.54%
19940.27%N/AN/AN/A

Rank In Category (By Total Return)

YTD20
1-Month65
3-Month20
1-Year43
3-Year22
5-Year24

Load Adjusted Returns

1-Year15.78%
3-Year5.47%
5-Year8.69%
10-Year7.53%