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MassMutual Small Company Val R3 (MSVNX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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6.91+0.03 (+0.44%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-1.43%
5-Year Average Return6.95%
Number of Years Up15
Number of Years Down6
Best 1 Yr Total Return (Jun 25, 2024)35.66%
Worst 1 Yr Total Return (Jun 25, 2024)N/A
Best 3-Yr Total Return35.66%
Worst 3-Yr Total Return2.15%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMSVNXCategory
YTD1.58%26.79%
1-Month4.73%-1.77%
3-Month3.35%4.45%
1-Year19.78%71.02%
3-Year-2.03%9.35%
5-Year8.31%12.17%
10-Year5.78%9.95%
Last Bull Market25.11%28.07%
Last Bear Market-14.60%-24.24%

Annual Total Return (%) History

Year
MSVNXCategory
2024
N/AN/A
2023
9.77%N/A
2022
-16.56%N/A
2021
35.66%N/A
2020
4.11%4.02%
2019
21.41%21.43%
2018
-15.66%-15.46%
2017
9.75%8.54%
2016
24.73%25.99%
2015
-7.18%-6.71%
2014
3.34%3.34%
2013
31.30%36.22%
2012
13.90%16.00%
2011
-3.30%-4.45%
2010
22.38%26.17%
2009
26.49%31.32%
2008
-28.18%-32.24%
2007
-2.40%-6.08%
2006
14.14%16.27%
2005
4.24%6.40%
2004
21.91%21.14%
2003
38.19%42.38%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.58%N/AN/AN/A
20230.44%1.32%-4.62%13.09%
2022-5.44%-14.60%-6.09%10.03%
202125.24%3.92%-1.38%5.70%
2020-37.24%20.63%2.47%34.19%
201911.48%1.80%-0.63%7.66%
2018-2.68%5.50%2.13%-19.57%
20170.53%0.26%5.96%2.76%
20160.22%3.47%6.93%12.49%
20150.97%-0.89%-8.52%1.39%
20142.21%2.74%-8.25%7.25%
201312.05%1.01%6.51%8.92%
201210.19%-4.81%4.93%3.49%
20117.97%-2.70%-20.79%16.20%
20108.72%-10.26%9.48%14.57%
2009-16.47%20.43%20.79%4.10%
2008-4.87%2.22%-2.23%-24.45%
20071.99%3.90%-3.79%-4.26%
200612.83%-3.58%-2.25%7.33%
2005-3.88%2.65%5.27%0.37%
20046.39%3.71%-1.62%12.31%
2003-6.49%19.95%7.95%14.13%

Rank In Category (By Total Return)

YTD67
1-Month40
3-Month43
1-Year78
3-Year95
5-Year87

Load Adjusted Returns

1-Year19.78%
3-Year-2.03%
5-Year8.31%
10-Year5.78%