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MassMutual Fundamental Value I (MFUZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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9.21+0.03 (+0.33%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.77%
5-Year Average Return11.27%
Number of Years Up9
Number of Years Down4
Best 1 Yr Total Return (Jun 26, 2024)31.85%
Worst 1 Yr Total Return (Jun 26, 2024)N/A
Best 3-Yr Total Return31.85%
Worst 3-Yr Total Return3.95%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMFUZXCategory
YTD9.60%4.44%
1-Month3.35%-4.04%
3-Month5.11%4.09%
1-Year27.68%14.37%
3-Year7.66%6.04%
5-Year12.75%9.20%
10-Year8.90%8.57%
Last Bull Market23.58%22.97%
Last Bear Market-10.39%-11.27%

Annual Total Return (%) History

Year
MFUZXCategory
2024
N/AN/A
2023
11.60%11.63%
2022
-2.58%-5.90%
2021
28.40%26.22%
2020
2.07%2.91%
2019
23.44%25.04%
2018
-10.83%-8.53%
2017
15.30%15.94%
2016
13.71%14.81%
2015
-3.13%-4.05%
2014
11.45%10.21%
2013
31.85%31.21%
2012
16.75%14.57%
2011
-2.05%-0.75%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.07%N/AN/AN/A
2023-1.68%4.40%-0.47%9.24%
20220.90%-10.39%-5.74%14.30%
202114.03%5.65%-1.60%8.31%
2020-29.97%16.69%4.44%19.57%
20199.81%2.84%1.97%7.19%
2018-2.84%1.06%4.65%-13.23%
20173.78%2.10%3.01%5.64%
20160.78%3.36%3.16%5.82%
20151.07%-0.14%-8.90%5.35%
20141.76%4.48%0.09%4.72%
201311.36%4.35%4.32%8.77%
201212.75%-4.06%6.37%1.47%
20115.63%-1.17%-17.35%13.53%

Rank In Category (By Total Return)

YTD20
1-Month37
3-Month25
1-Year15
3-Year26
5-Year28

Load Adjusted Returns

1-Year27.68%
3-Year7.66%
5-Year12.75%
10-Year8.90%