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MassMutual Fundamental Value R3 (MFUNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.79+0.07 (+0.80%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.65%
5-year average return10.62%
Number of years up16
Number of years down5
Best 1-yr total return (13 Jun 2024)30.66%
Worst 1-yr total return (13 Jun 2024)N/A
Best 3-yr total return30.66%
Worst 3-yr total return3.24%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMFUNXCategory
YTD9.26%4.44%
1-month3.27%-4.04%
3-month4.86%4.09%
1-year26.77%14.37%
3-year6.92%6.04%
5-year11.96%9.20%
10-year8.13%8.57%
Last bull market23.29%22.97%
Last bear market-10.44%-11.27%

Annual total return (%) history

Year
MFUNXCategory
2024
N/AN/A
2023
10.82%11.63%
2022
-3.25%-5.90%
2021
27.49%26.22%
2020
1.31%2.91%
2019
22.61%25.04%
2018
-11.42%-8.53%
2017
14.53%15.94%
2016
12.86%14.81%
2015
-3.77%-4.05%
2014
10.63%10.21%
2013
30.66%31.21%
2012
15.55%14.57%
2011
-2.95%-0.75%
2010
12.97%13.66%
2009
23.21%24.13%
2008
-34.42%-37.09%
2007
7.68%1.42%
2006
20.09%18.15%
2005
6.76%5.95%
2004
9.10%12.97%
2003
29.03%28.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.00%N/AN/AN/A
2023-1.87%4.19%-0.61%9.06%
20220.72%-10.44%-5.94%14.04%
202113.84%5.41%-1.74%8.13%
2020-30.11%16.53%4.15%19.43%
20199.69%2.60%1.82%7.00%
2018-2.99%0.91%4.49%-13.40%
20173.67%1.89%2.83%5.43%
20160.53%3.24%2.97%5.61%
20150.87%-0.22%-9.11%5.18%
20141.56%4.32%-0.12%4.54%
201311.20%4.08%4.07%8.48%
201212.53%-4.40%6.22%1.12%
20115.46%-1.39%-17.62%13.27%
20106.13%-13.11%10.19%11.17%
2009-11.47%15.70%15.02%4.58%
2008-8.58%-1.41%-9.57%-19.55%
20071.72%6.45%1.70%-2.22%
20065.78%0.85%5.94%6.26%
2005-0.56%0.85%4.85%1.53%
20041.01%1.20%-2.07%8.99%
2003-4.77%17.05%1.28%14.29%

Rank in category (by total return)

YTD24
1-month41
3-month30
1-year20
3-year40
5-year39

Load adjusted returns

1-year26.77%
3-year6.92%
5-year11.96%
10-year8.13%