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MassMutual Mid Cap Value Fund (MLUAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.97-0.05 (-0.42%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.82%
5-Year Average Return7.62%
Number of Years Up11
Number of Years Down6
Best 1 Yr Total Return (Jun 24, 2024)33.18%
Worst 1 Yr Total Return (Jun 24, 2024)N/A
Best 3-Yr Total Return33.18%
Worst 3-Yr Total Return3.75%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMLUAXCategory
YTD4.79%21.28%
1-Month2.68%-1.96%
3-Month2.60%4.90%
1-Year18.05%55.83%
3-Year3.57%11.08%
5-Year8.99%11.93%
10-Year6.82%10.64%
Last Bull Market21.27%25.54%
Last Bear Market-10.72%-22.08%

Annual Total Return (%) History

Year
MLUAXCategory
2024
N/AN/A
2023
7.82%N/A
2022
-6.09%N/A
2021
24.40%N/A
2020
0.25%2.63%
2019
28.46%25.18%
2018
-13.28%-12.86%
2017
11.61%13.22%
2016
20.60%18.06%
2015
-5.06%-5.41%
2014
6.18%9.31%
2013
33.18%35.14%
2012
15.85%16.60%
2011
-3.39%-3.96%
2010
22.77%21.92%
2009
29.40%35.41%
2008
-32.94%-36.77%
2007
-8.97%0.83%
2006
N/A15.87%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.93%N/AN/AN/A
20230.46%2.36%-4.17%9.42%
20220.95%-10.72%-6.66%11.63%
202111.90%4.39%-0.59%7.14%
2020-28.05%14.94%3.87%16.71%
201913.24%3.33%2.97%6.62%
2018-2.68%1.79%3.00%-15.00%
20172.15%0.00%3.47%5.59%
20162.69%3.57%4.37%8.64%
20152.03%-1.99%-9.51%4.91%
20142.18%4.46%-3.92%3.53%
201313.41%0.16%8.28%8.28%
201212.90%-5.21%6.06%2.06%
20116.94%0.00%-19.85%12.71%
20108.59%-10.13%12.16%12.17%
2009-9.95%15.03%18.32%5.59%
2008-12.04%-6.32%5.89%-23.15%
20073.33%6.20%-6.02%-11.73%
20068.73%N/AN/AN/A

Rank In Category (By Total Return)

YTD64
1-Month77
3-Month72
1-Year81
3-Year72
5-Year79

Load Adjusted Returns

1-Year11.56%
3-Year1.64%
5-Year7.76%
10-Year6.22%