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MassMutual Equity Opports R5 (MFVSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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18.38-0.12 (-0.65%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.37%
5-Year Average Return10.36%
Number of Years Up17
Number of Years Down6
Best 1 Yr Total Return (Jun 24, 2024)63.20%
Worst 1 Yr Total Return (Jun 24, 2024)N/A
Best 3-Yr Total Return63.20%
Worst 3-Yr Total Return6.53%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMFVSXCategory
YTD5.84%5.31%
1-Month3.10%-4.19%
3-Month2.29%3.90%
1-Year18.54%20.31%
3-Year7.03%6.48%
5-Year11.43%11.78%
10-Year10.74%10.96%
Last Bull Market16.93%25.56%
Last Bear Market-9.20%-15.11%

Annual Total Return (%) History

Year
MFVSXCategory
2024
N/AN/A
2023
10.69%22.32%
2022
-4.57%-16.96%
2021
23.28%26.07%
2020
9.26%15.83%
2019
29.18%28.78%
2018
-1.35%-6.27%
2017
21.54%20.44%
2016
18.16%10.37%
2015
-9.01%-1.07%
2014
12.44%10.96%
2013
38.28%31.50%
2012
21.17%14.96%
2011
-0.23%-1.27%
2010
21.81%14.01%
2009
63.20%28.17%
2008
-42.82%-37.79%
2007
2.07%6.16%
2006
20.28%14.17%
2005
3.45%5.88%
2004
11.91%10.02%
2003
45.93%27.05%
2002
-9.76%-22.25%
2001
31.70%-13.50%
2000
N/A-6.31%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.96%N/AN/AN/A
20230.74%3.90%-4.22%10.42%
2022-1.01%-9.20%-6.27%13.26%
20215.18%6.14%0.10%10.32%
2020-19.57%12.52%7.52%12.29%
201912.44%6.09%2.68%5.46%
2018-0.95%3.40%6.52%-9.57%
20176.14%3.78%3.69%6.41%
2016-0.52%-1.23%9.24%10.08%
2015-1.80%1.25%-13.41%5.69%
2014-0.77%7.37%-0.37%5.93%
201311.54%7.07%6.19%9.03%
201214.94%-6.04%7.07%4.79%
20116.30%-1.01%-18.10%15.79%
20109.94%-14.40%14.46%13.09%
2009-2.24%24.49%27.48%5.19%
2008-10.41%-6.31%-6.74%-26.95%
20071.61%9.32%-0.90%-7.28%
20064.44%-1.96%7.01%9.77%
2005-1.43%2.90%1.32%0.66%
20043.61%0.79%-3.51%11.07%
20030.66%23.23%1.08%16.39%
20023.49%-12.33%-14.23%15.96%
20016.84%14.31%-10.21%20.10%
20003.70%7.93%N/AN/A

Rank In Category (By Total Return)

YTD85
1-Month81
3-Month73
1-Year88
3-Year68
5-Year89

Load Adjusted Returns

1-Year18.54%
3-Year7.03%
5-Year11.43%
10-Year10.74%