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MassMutual Small Company Val R5 (MSVSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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8.93-0.11 (-1.22%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-0.56%
5-Year Average Return7.10%
Number of Years Up15
Number of Years Down7
Best 1 Yr Total Return (Jun 30, 2024)36.50%
Worst 1 Yr Total Return (Jun 30, 2024)N/A
Best 3-Yr Total Return36.50%
Worst 3-Yr Total Return2.77%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMSVSXCategory
YTD2.00%26.79%
1-Month4.81%-1.77%
3-Month3.50%4.45%
1-Year20.57%71.02%
3-Year-1.41%9.35%
5-Year8.98%12.17%
10-Year6.43%9.95%
Last Bull Market25.32%28.07%
Last Bear Market-14.41%-24.24%

Annual Total Return (%) History

Year
MSVSXCategory
2024
N/AN/A
2023
10.37%N/A
2022
-16.11%N/A
2021
36.50%N/A
2020
4.75%4.02%
2019
22.19%21.43%
2018
-15.19%-15.46%
2017
10.42%8.54%
2016
25.45%25.99%
2015
-6.62%-6.71%
2014
4.01%3.34%
2013
32.19%36.22%
2012
14.77%16.00%
2011
-2.51%-4.45%
2010
23.25%26.17%
2009
27.45%31.32%
2008
-27.65%-32.24%
2007
-1.68%-6.08%
2006
14.97%16.27%
2005
5.01%6.40%
2004
22.86%21.14%
2003
39.37%42.38%
2002
-12.92%-10.12%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.79%N/AN/AN/A
20230.58%1.50%-4.44%13.13%
2022-5.29%-14.41%-6.00%10.09%
202125.53%4.02%-1.24%5.85%
2020-37.08%20.70%2.63%34.40%
201911.72%1.86%-0.43%7.84%
2018-2.52%5.62%2.20%-19.40%
20170.71%0.39%6.05%2.98%
20160.29%3.72%7.08%12.62%
20151.11%-0.75%-8.42%1.61%
20142.38%2.92%-8.10%7.42%
201312.16%1.20%6.70%9.15%
201210.38%-4.67%5.15%3.73%
20118.22%-2.56%-20.63%16.48%
20108.90%-10.14%9.71%14.80%
2009-16.23%20.59%21.04%4.24%
2008-4.67%2.37%-2.05%-24.31%
20072.18%4.02%-3.60%-4.05%
200613.00%-3.43%-2.06%7.57%
2005-3.75%2.82%5.52%0.56%
20046.57%3.90%-1.45%12.58%
2003-6.23%20.17%8.19%14.32%
20029.20%-4.95%-19.75%4.54%

Rank In Category (By Total Return)

YTD60
1-Month37
3-Month40
1-Year75
3-Year94
5-Year79

Load Adjusted Returns

1-Year20.57%
3-Year-1.41%
5-Year8.98%
10-Year6.43%