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MassMutual Mid Cap Value R5 (MLUSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.970.00 (0.00%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.79%
5-year average return7.46%
Number of years up11
Number of years down6
Best 1-yr total return (30 June 2024)33.85%
Worst 1-yr total return (30 June 2024)N/A
Best 3-yr total return33.85%
Worst 3-yr total return4.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMLUSXCategory
YTD4.86%21.28%
1-month2.59%-1.96%
3-month2.59%4.90%
1-year18.50%55.83%
3-year4.03%11.08%
5-year9.48%11.93%
10-year7.29%10.64%
Last bull market21.60%25.54%
Last bear market-10.53%-22.08%

Annual total return (%) history

Year
MLUSXCategory
2024
N/AN/A
2023
8.37%N/A
2022
-5.68%N/A
2021
25.07%N/A
2020
0.66%2.63%
2019
29.11%25.18%
2018
-12.96%-12.86%
2017
12.12%13.22%
2016
21.07%18.06%
2015
-4.56%-5.41%
2014
6.59%9.31%
2013
33.85%35.14%
2012
16.35%16.60%
2011
-2.85%-3.96%
2010
23.43%21.92%
2009
30.02%35.41%
2008
-32.61%-36.77%
2007
-8.53%0.83%
2006
N/A15.87%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.00%-4.07%N/AN/A
20230.64%2.35%-4.07%9.67%
20221.02%-10.53%-6.63%11.75%
202112.06%4.50%-0.39%7.22%
2020-28.00%15.07%4.03%16.79%
201913.39%3.48%3.04%6.79%
2018-2.60%1.93%3.06%-14.93%
20172.29%0.14%3.52%5.74%
20162.77%3.65%4.51%8.76%
20152.16%-1.85%-9.46%5.13%
20142.31%4.52%-3.78%3.59%
201313.49%0.32%8.33%8.52%
201212.90%-5.12%6.25%2.23%
20117.14%0.09%-19.78%12.94%
20108.82%-10.10%12.24%12.42%
2009-9.80%15.00%18.59%5.70%
2008-12.00%-6.18%5.99%-22.99%
20073.42%6.35%-5.92%-11.60%
20068.95%N/AN/AN/A

Rank in category (by total return)

YTD63
1-month83
3-month73
1-year79
3-year67
5-year72

Load adjusted returns

1-year18.50%
3-year4.03%
5-year9.48%
10-year7.29%