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MassMutual Mid Cap Value R4 (MLUFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.68+0.03 (+0.26%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.66%
5-Year Average Return7.09%
Number of Years Up6
Number of Years Down3
Best 1 Yr Total Return (Jun 30, 2024)28.57%
Worst 1 Yr Total Return (Jun 30, 2024)N/A
Best 3-Yr Total Return28.57%
Worst 3-Yr Total Return3.86%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMLUFXCategory
YTD4.71%21.28%
1-Month2.56%-1.96%
3-Month2.48%4.90%
1-Year18.12%55.83%
3-Year3.66%11.08%
5-Year9.08%11.93%
10-Year6.92%10.64%
Last Bull Market21.29%25.54%
Last Bear Market-10.66%-22.08%

Annual Total Return (%) History

Year
MLUFXCategory
2024
N/AN/A
2023
7.97%N/A
2022
-6.05%N/A
2021
24.66%N/A
2020
0.30%2.63%
2019
28.57%25.18%
2018
-13.13%-12.86%
2017
11.64%13.22%
2016
20.70%18.06%
2015
-4.94%-5.41%
2014
N/A9.31%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.89%N/AN/AN/A
20230.56%2.31%-4.16%9.50%
20220.96%-10.66%-6.68%11.61%
202111.98%4.37%-0.47%7.16%
2020-28.03%14.91%4.01%16.60%
201913.22%3.37%3.01%6.64%
2018-2.63%1.88%3.02%-15.00%
20172.17%0.07%3.42%5.58%
20162.71%3.59%4.39%8.67%
20152.10%-1.99%-9.52%4.99%
2014-3.92%3.60%N/AN/A

Rank In Category (By Total Return)

YTD65
1-Month84
3-Month76
1-Year81
3-Year71
5-Year79

Load Adjusted Returns

1-Year18.12%
3-Year3.66%
5-Year9.08%
10-Year6.92%