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MassMutual Equity Opports I (MFVZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.06+0.01 (+0.06%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.31%
5-year average return9.90%
Number of years up9
Number of years down4
Best 1-yr total return (2 Jul 2024)38.45%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return38.45%
Worst 3-yr total return6.63%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMFVZXCategory
YTD5.25%5.31%
1-month-0.55%-4.19%
3-month-0.61%3.90%
1-year11.43%20.31%
3-year7.18%6.48%
5-year10.26%11.78%
10-year10.27%10.96%
Last bull market16.94%25.56%
Last bear market-9.15%-15.11%

Annual total return (%) history

Year
MFVZXCategory
2024
N/AN/A
2023
10.84%22.32%
2022
-4.48%-16.96%
2021
23.42%26.07%
2020
9.35%15.83%
2019
29.39%28.78%
2018
-1.30%-6.27%
2017
21.68%20.44%
2016
18.26%10.37%
2015
-8.92%-1.07%
2014
12.54%10.96%
2013
38.45%31.50%
2012
21.28%14.96%
2011
-0.12%-1.27%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.89%-0.61%N/AN/A
20230.74%3.92%-4.19%10.50%
2022-1.01%-9.15%-6.25%13.30%
20215.21%6.17%0.15%10.33%
2020-19.56%12.51%7.56%12.34%
201912.51%6.12%2.69%5.53%
2018-0.95%3.47%6.54%-9.61%
20176.21%3.74%3.74%6.45%
2016-0.53%-1.17%9.26%10.10%
2015-1.81%1.30%-13.39%5.72%
2014-0.77%7.43%-0.37%5.97%
201311.56%7.13%6.19%9.09%
201214.96%-6.05%7.14%4.81%
20116.29%-1.01%-18.05%15.84%

Rank in category (by total return)

YTD93
1-month96
3-month86
1-year93
3-year69
5-year89

Load adjusted returns

1-year11.43%
3-year7.18%
5-year10.26%
10-year10.27%