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MassMutual Small Cap Val Equity Fund (MMQYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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8.46+0.04 (+0.48%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-0.94%
5-Year Average Return8.71%
Number of Years Up11
Number of Years Down6
Best 1 Yr Total Return (Jun 24, 2024)39.91%
Worst 1 Yr Total Return (Jun 24, 2024)N/A
Best 3-Yr Total Return39.91%
Worst 3-Yr Total Return5.20%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMMQYXCategory
YTD3.29%20.19%
1-Month4.65%0.02%
3-Month2.81%4.36%
1-Year20.59%60.18%
3-Year3.18%11.32%
5-Year10.68%13.88%
10-Year7.94%11.19%
Last Bull Market24.93%27.98%
Last Bear Market-13.24%-24.08%

Annual Total Return (%) History

Year
MMQYXCategory
2024
N/AN/A
2023
15.92%N/A
2022
-9.99%N/A
2021
22.16%N/A
2020
6.83%10.99%
2019
26.24%23.75%
2018
-13.67%-12.72%
2017
9.21%12.28%
2016
23.98%20.78%
2015
-4.03%-5.38%
2014
6.21%3.79%
2013
39.91%37.39%
2012
19.15%15.46%
2011
-3.93%-4.07%
2010
28.35%25.61%
2009
21.54%31.80%
2008
-33.01%-36.56%
2007
-12.06%-1.10%
2006
N/A15.03%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.47%N/AN/AN/A
20232.94%5.38%-3.80%11.08%
2022-2.92%-13.24%-5.41%12.97%
202114.09%1.88%-2.96%8.29%
2020-35.35%18.87%1.85%36.48%
201911.81%3.40%-0.18%9.39%
2018-2.22%6.56%4.37%-20.62%
20171.05%-1.38%5.78%3.60%
20163.35%1.66%5.67%11.67%
20154.49%-1.15%-10.27%3.55%
20141.14%1.32%-5.82%10.04%
201314.57%1.79%8.49%10.59%
201214.90%-6.92%6.19%4.91%
20117.30%-1.87%-24.52%20.89%
201010.95%-11.21%11.54%16.81%
2009-20.85%17.70%23.25%5.85%
2008-7.48%-5.20%1.39%-24.68%
20071.65%2.61%-8.37%-8.00%
2006-2.10%1.33%10.50%N/A

Rank In Category (By Total Return)

YTD52
1-Month58
3-Month30
1-Year56
3-Year26
5-Year39

Load Adjusted Returns

1-Year20.59%
3-Year3.18%
5-Year10.68%
10-Year7.94%