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MassMutual Fundamental Value R4 (MFUFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.850.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.46%
5-year average return10.86%
Number of years up6
Number of years down3
Best 1-yr total return (25 Jun 2024)27.98%
Worst 1-yr total return (25 Jun 2024)N/A
Best 3-yr total return27.98%
Worst 3-yr total return3.47%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMFUFXCategory
YTD9.31%4.44%
1-month3.24%-4.04%
3-month4.94%4.09%
1-year27.03%14.37%
3-year7.20%6.04%
5-year12.25%9.20%
10-year8.41%8.57%
Last bull market23.43%22.97%
Last bear market-10.39%-11.27%

Annual total return (%) history

Year
MFUFXCategory
2024
N/AN/A
2023
11.17%11.63%
2022
-3.07%-5.90%
2021
27.98%26.22%
2020
1.48%2.91%
2019
22.86%25.04%
2018
-11.14%-8.53%
2017
14.82%15.94%
2016
13.12%14.81%
2015
-3.48%-4.05%
2014
N/A10.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.93%N/AN/AN/A
2023-1.86%4.29%-0.60%9.28%
20220.72%-10.39%-5.91%14.14%
202113.92%5.60%-1.74%8.26%
2020-30.08%16.45%4.42%19.36%
20199.65%2.69%1.92%7.06%
2018-2.90%0.90%4.57%-13.27%
20173.75%1.97%2.90%5.47%
20160.61%3.23%3.12%5.62%
20150.94%-0.21%-8.99%5.30%
2014-0.12%4.64%N/AN/A

Rank in category (by total return)

YTD23
1-month41
3-month29
1-year19
3-year34
5-year34

Load adjusted returns

1-year27.03%
3-year7.20%
5-year12.25%
10-year8.41%