Singapore markets open in 2 hours 34 minutes

MassMutual Small Company Value R4 (MMVFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
7.91+0.09 (+1.15%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.76%
5-year average return7.04%
Number of years up6
Number of years down3
Best 1-yr total return (26 Jun 2024)35.88%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return35.88%
Worst 3-yr total return2.42%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMMVFXCategory
YTD1.78%26.79%
1-month4.70%-1.77%
3-month3.35%4.45%
1-year20.07%71.02%
3-year-1.79%9.35%
5-year8.60%12.17%
10-year6.04%9.95%
Last bull market25.13%28.07%
Last bear market-14.54%-24.24%

Annual total return (%) history

Year
MMVFXCategory
2024
N/AN/A
2023
9.92%N/A
2022
-16.30%N/A
2021
35.88%N/A
2020
4.41%4.02%
2019
21.72%21.43%
2018
-15.45%-15.46%
2017
10.05%8.54%
2016
25.06%25.99%
2015
-7.02%-6.71%
2014
N/A3.34%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.68%N/AN/AN/A
20230.39%1.44%-4.51%13.04%
2022-5.32%-14.54%-5.99%10.04%
202125.39%3.96%-1.35%5.67%
2020-37.16%20.62%2.57%34.29%
201911.54%1.78%-0.47%7.72%
2018-2.61%5.55%2.09%-19.43%
20170.59%0.33%5.99%2.87%
20160.31%3.51%7.08%12.49%
20151.01%-0.86%-8.49%1.45%
2014-8.19%7.35%N/AN/A

Rank in category (by total return)

YTD64
1-month41
3-month43
1-year77
3-year94
5-year84

Load adjusted returns

1-year20.07%
3-year-1.79%
5-year8.60%
10-year6.04%