New Zealand markets closed

MassMutual Diversified Value Fund (MDDIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
12.37-0.01 (-0.08%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.03%
5-year average return9.92%
Number of years up5
Number of years down4
Best 1-yr total return (2 Jul 2024)28.65%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return28.65%
Worst 3-yr total return4.91%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMDDIXCategory
YTD8.12%4.44%
1-month-1.04%-4.04%
3-month-2.29%4.09%
1-year16.42%14.37%
3-year7.49%6.04%
5-year10.23%9.20%
10-year8.97%8.57%
Last bull market24.83%22.97%
Last bear market-10.50%-11.27%

Annual total return (%) history

Year
MDDIXCategory
2024
N/AN/A
2023
9.43%11.63%
2022
-2.10%-5.90%
2021
28.65%26.22%
2020
-0.53%2.91%
2019
26.33%25.04%
2018
-8.10%-8.53%
2017
19.07%15.94%
2016
13.39%14.81%
2015
-3.16%-4.05%
2014
N/A10.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.66%-2.29%N/AN/A
2023-0.54%2.19%-1.52%9.33%
20221.57%-10.50%-6.21%14.83%
202113.78%5.47%-0.15%7.36%
2020-27.42%13.59%3.57%16.50%
201911.19%3.48%1.50%8.17%
2018-2.12%1.52%6.31%-13.01%
20174.32%2.48%3.73%7.37%
2016-0.50%2.35%3.54%7.53%
2015-0.61%1.02%-8.29%5.16%
20140.50%4.38%N/AN/A

Rank in category (by total return)

YTD37
1-month71
3-month68
1-year35
3-year34
5-year43

Load adjusted returns

1-year16.42%
3-year7.49%
5-year10.23%
10-year8.97%