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MassMutual Small Cap Val Eq I (MMQIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.11+0.13 (+1.45%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.15%
5-year average return10.43%
Number of years up6
Number of years down3
Best 1-yr total return (2 Oct 2024)26.53%
Worst 1-yr total return (2 Oct 2024)N/A
Best 3-yr total return26.53%
Worst 3-yr total return5.41%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMMQIXCategory
YTD8.39%20.19%
1-month0.77%0.02%
3-month7.63%4.36%
1-year20.46%60.18%
3-year7.16%11.32%
5-year10.23%13.88%
10-year8.88%11.19%
Last bull market25.05%27.98%
Last bear market-13.14%-24.08%

Annual total return (%) history

Year
MMQIXCategory
2024
N/AN/A
2023
16.27%N/A
2022
-9.97%N/A
2021
22.43%N/A
2020
7.07%10.99%
2019
26.53%23.75%
2018
-13.54%-12.72%
2017
9.45%12.28%
2016
24.20%20.78%
2015
-3.88%-5.38%
2014
N/A3.79%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.49%-3.62%7.63%N/A
20233.08%5.41%-3.71%11.13%
2022-2.94%-13.14%-5.44%12.93%
202114.10%1.90%-2.90%8.45%
2020-35.31%18.89%1.87%36.66%
201911.90%3.42%-0.09%9.42%
2018-2.16%6.58%4.44%-20.61%
20171.11%-1.33%5.80%3.69%
20163.37%1.73%5.75%11.70%
20154.51%-1.09%-10.24%3.61%
2014-5.82%10.15%N/AN/A

Rank in category (by total return)

YTD82
1-month46
3-month75
1-year87
3-year17
5-year50

Load adjusted returns

1-year20.46%
3-year7.16%
5-year10.23%
10-year8.88%