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MassMutual Small Company Val I (MSVZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.76-0.11 (-1.24%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.11%
5-year average return7.33%
Number of years up9
Number of years down4
Best 1-yr total return (2 Jul 2024)36.62%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return36.62%
Worst 3-yr total return2.87%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMSVZXCategory
YTD0.68%26.79%
1-month-1.32%-1.77%
3-month-3.04%4.45%
1-year8.94%71.02%
3-year-0.76%9.35%
5-year7.52%12.17%
10-year5.94%9.95%
Last bull market25.47%28.07%
Last bear market-14.45%-24.24%

Annual total return (%) history

Year
MSVZXCategory
2024
N/AN/A
2023
10.49%N/A
2022
-15.99%N/A
2021
36.62%N/A
2020
4.89%4.02%
2019
22.24%21.43%
2018
-15.09%-15.46%
2017
10.51%8.54%
2016
25.58%25.99%
2015
-6.51%-6.71%
2014
4.10%3.34%
2013
32.46%36.22%
2012
15.04%16.00%
2011
-2.34%-4.45%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.83%-3.04%N/AN/A
20230.59%1.52%-4.37%13.15%
2022-5.25%-14.45%-5.84%10.08%
202125.53%4.05%-1.17%5.83%
2020-37.08%20.88%2.51%34.53%
201911.69%1.98%-0.43%7.79%
2018-2.54%5.66%2.29%-19.39%
20170.72%0.40%6.16%2.96%
20160.39%3.63%7.11%12.69%
20151.18%-0.76%-8.38%1.61%
20142.44%2.92%-8.06%7.39%
201312.19%1.27%6.77%9.20%
201210.49%-4.60%5.15%3.80%
20118.31%-2.56%-20.51%16.42%

Rank in category (by total return)

YTD51
1-month13
3-month30
1-year68
3-year90
5-year71

Load adjusted returns

1-year8.94%
3-year-0.76%
5-year7.52%
10-year5.94%