MassMutual RetireSMART by JPMorgan 2035 Fund (MMXAX)
The investment seeks total return through its asset allocation, which is designed to become more conservative over time; as the fund approaches and passes the target retirement date, the fund's objective will shift to seeking current income and some capital appreciation. The fund is a "fund of funds" and 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 expecting to retire at age 65 around the year 2035 and likely to stop making new investments in the fund at or around that time.
Fund Info
US57630A8163
Mar 31, 2010
$0
Large-Cap
Blend
Expense Ratio
MMXAX features an expense ratio of 0.60%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in MassMutual RetireSMART by JPMorgan 2035 Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
MassMutual RetireSMART by JPMorgan 2035 Fund had a return of 2.49% year-to-date (YTD) and 7.10% in the last 12 months. Over the past 10 years, MassMutual RetireSMART by JPMorgan 2035 Fund had an annualized return of 0.74%, while the S&P 500 had an annualized return of 11.29%, indicating that MassMutual RetireSMART by JPMorgan 2035 Fund did not perform as well as the benchmark.
MMXAX
2.49%
1.34%
-1.04%
7.10%
0.07%
0.74%
^GSPC (Benchmark)
4.22%
2.22%
9.51%
22.46%
12.74%
11.29%
Monthly Returns
The table below presents the monthly returns of MMXAX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.49% | 2.49% | |||||||||||
| 2024 | -0.37% | 2.63% | 2.47% | -3.48% | 3.42% | 0.98% | 2.30% | 2.25% | 1.86% | -2.33% | 2.98% | -6.64% | 5.68% |
| 2023 | 6.39% | -2.71% | 2.29% | 1.07% | -1.44% | 4.20% | 2.44% | -2.38% | -3.94% | -2.64% | 7.52% | 1.55% | 12.23% |
| 2022 | -3.76% | -2.71% | 0.33% | -6.53% | 0.26% | -6.96% | 5.71% | -3.45% | -8.07% | 4.19% | 7.08% | -11.95% | -24.50% |
| 2021 | -0.84% | 2.39% | 2.18% | 3.68% | 1.56% | 0.56% | 0.56% | 1.52% | -3.20% | 3.80% | -2.44% | -7.34% | 1.86% |
| 2020 | -1.07% | -5.57% | -13.29% | 8.33% | 3.84% | 2.80% | 4.21% | 3.96% | -2.51% | -1.66% | 10.65% | 1.87% | 9.66% |
| 2019 | 6.42% | 2.13% | 1.33% | 2.79% | -4.24% | 5.17% | 0.24% | -1.03% | 1.52% | 1.89% | 1.93% | -6.07% | 12.03% |
| 2018 | 4.41% | -3.59% | -1.17% | 0.37% | 1.03% | -0.36% | 2.26% | 1.07% | -0.21% | -6.52% | 1.67% | -15.45% | -16.69% |
| 2017 | 2.07% | 2.11% | 0.79% | 1.42% | 1.40% | 0.61% | 2.13% | 0.22% | 1.78% | 1.68% | 1.58% | -0.82% | 15.99% |
| 2016 | -5.36% | -0.91% | 6.36% | 1.13% | 0.77% | -0.76% | 3.60% | 0.50% | 0.49% | -1.97% | 1.59% | 0.95% | 6.10% |
| 2015 | -1.28% | 4.48% | -0.86% | 1.02% | 0.54% | -1.62% | 0.55% | -7.74% | -2.97% | 6.03% | -0.33% | -3.04% | -5.76% |
| 2014 | -3.06% | 4.45% | -0.93% | 0.86% | 1.71% | 1.91% | -2.17% | 2.52% | -4.47% | 1.95% | 1.07% | -3.68% | -0.28% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of MMXAX is 31, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for MassMutual RetireSMART by JPMorgan 2035 Fund (MMXAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
MassMutual RetireSMART by JPMorgan 2035 Fund provided a 3.34% dividend yield over the last twelve months, with an annual payout of $0.37 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.37 | $0.27 | $0.20 | $0.17 | $0.31 | $0.25 | $0.24 | $0.33 | $0.42 | $0.18 | $0.16 | $0.27 |
Dividend yield | 3.34% | 2.47% | 1.87% | 1.74% | 2.35% | 1.90% | 1.96% | 2.98% | 3.09% | 1.46% | 1.40% | 2.18% |
Monthly Dividends
The table displays the monthly dividend distributions for MassMutual RetireSMART by JPMorgan 2035 Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.10 | $0.00 | $0.10 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 | $0.27 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.20 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.17 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.31 | $0.31 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.25 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 | $0.24 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 | $0.33 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.42 | $0.42 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.18 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.16 |
| 2014 | $0.27 | $0.27 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the MassMutual RetireSMART by JPMorgan 2035 Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the MassMutual RetireSMART by JPMorgan 2035 Fund was 35.38%, occurring on Mar 20, 2020. Recovery took 212 trading sessions.
The current MassMutual RetireSMART by JPMorgan 2035 Fund drawdown is 18.47%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.38% | Jan 29, 2018 | 540 | Mar 20, 2020 | 212 | Jan 22, 2021 | 752 |
| -33.55% | Nov 10, 2021 | 285 | Dec 28, 2022 | — | — | — |
| -21.58% | May 2, 2011 | 108 | Oct 3, 2011 | 333 | Feb 1, 2013 | 441 |
| -20.91% | Jul 7, 2014 | 405 | Feb 11, 2016 | 302 | Apr 25, 2017 | 707 |
| -14.24% | Apr 26, 2010 | 49 | Jul 2, 2010 | 71 | Oct 13, 2010 | 120 |
Volatility
Volatility Chart
The current MassMutual RetireSMART by JPMorgan 2035 Fund volatility is 1.21%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.