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MassMutual Equity Opports R3 (MFVNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.45-0.09 (-0.66%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.62%
5-year average return9.72%
Number of years up16
Number of years down5
Best 1-yr total return (26 June 2024)61.91%
Worst 1-yr total return (26 June 2024)N/A
Best 3-yr total return61.91%
Worst 3-yr total return5.87%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMFVNXCategory
YTD5.54%5.31%
1-month3.05%-4.19%
3-month2.11%3.90%
1-year17.79%20.31%
3-year6.39%6.48%
5-year10.76%11.78%
10-year10.07%10.96%
Last bull market16.71%25.56%
Last bear market-9.34%-15.11%

Annual total return (%) history

Year
MFVNXCategory
2024
N/AN/A
2023
10.07%22.32%
2022
-5.16%-16.96%
2021
22.57%26.07%
2020
8.57%15.83%
2019
28.45%28.78%
2018
-1.91%-6.27%
2017
20.74%20.44%
2016
17.47%10.37%
2015
-9.53%-1.07%
2014
11.67%10.96%
2013
37.19%31.50%
2012
20.13%14.96%
2011
-1.02%-1.27%
2010
20.90%14.01%
2009
61.91%28.17%
2008
-43.29%-37.79%
2007
1.21%6.16%
2006
19.35%14.17%
2005
2.61%5.88%
2004
11.05%10.02%
2003
44.70%27.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.77%N/AN/AN/A
20230.57%3.80%-4.36%10.25%
2022-1.15%-9.34%-6.47%13.15%
20215.02%6.01%-0.06%10.16%
2020-19.74%12.38%7.32%12.16%
201912.25%5.99%2.46%5.37%
2018-1.03%3.20%6.41%-9.75%
20176.00%3.58%3.55%6.21%
2016-0.65%-1.36%9.03%9.95%
2015-1.96%1.17%-13.58%5.54%
2014-0.96%7.18%-0.49%5.72%
201311.35%6.86%5.93%8.85%
201214.66%-6.23%6.87%4.56%
20116.08%-1.25%-18.29%15.62%
20109.76%-14.60%14.30%12.85%
2009-2.48%24.43%27.21%4.89%
2008-10.59%-6.45%-6.98%-27.11%
20071.35%9.10%-1.09%-7.45%
20064.19%-2.10%6.78%9.58%
2005-1.59%2.65%1.09%0.48%
20043.39%0.63%-3.72%10.85%
20030.42%23.01%0.82%16.18%

Rank in category (by total return)

YTD88
1-month82
3-month78
1-year90
3-year77
5-year93

Load adjusted returns

1-year17.79%
3-year6.39%
5-year10.76%
10-year10.07%