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MassMutual Small Cap Val Equity Fund (MMQTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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7.69+0.08 (+1.05%)
At close: 08:05AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-0.65%
5-Year Average Return7.91%
Number of Years Up6
Number of Years Down3
Best 1 Yr Total Return (Jun 26, 2024)25.70%
Worst 1 Yr Total Return (Jun 26, 2024)N/A
Best 3-Yr Total Return25.70%
Worst 3-Yr Total Return4.67%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMMQTXCategory
YTD3.13%20.19%
1-Month4.64%0.02%
3-Month2.73%4.36%
1-Year19.93%60.18%
3-Year2.65%11.32%
5-Year10.13%13.88%
10-Year7.40%11.19%
Last Bull Market24.83%27.98%
Last Bear Market-13.37%-24.08%

Annual Total Return (%) History

Year
MMQTXCategory
2024
N/AN/A
2023
15.39%N/A
2022
-10.59%N/A
2021
21.60%N/A
2020
6.26%10.99%
2019
25.70%23.75%
2018
-14.15%-12.72%
2017
8.69%12.28%
2016
23.34%20.78%
2015
-4.53%-5.38%
2014
N/A3.79%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.44%N/AN/AN/A
20232.95%5.23%-4.02%10.98%
2022-3.12%-13.37%-5.57%12.80%
202113.94%1.74%-3.10%8.26%
2020-35.46%18.65%1.69%36.46%
201911.76%3.22%-0.28%9.26%
2018-2.38%6.43%4.28%-20.76%
20170.94%-1.46%5.57%3.50%
20163.18%1.54%5.54%11.55%
20154.33%-1.28%-10.39%3.44%
2014-5.92%9.93%N/AN/A

Rank In Category (By Total Return)

YTD56
1-Month58
3-Month32
1-Year66
3-Year35
5-Year48

Load Adjusted Returns

1-Year19.93%
3-Year2.65%
5-Year10.13%
10-Year7.40%