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MassMutual Mid Cap Value Fund (MLUNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.03+0.11 (+0.92%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.10%
5-year average return7.55%
Number of years up11
Number of years down6
Best 1-yr total return (7 May 2024)32.77%
Worst 1-yr total return (7 May 2024)N/A
Best 3-yr total return32.77%
Worst 3-yr total return3.59%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMLUNXCategory
YTD2.01%21.28%
1-month-4.50%-1.96%
3-month2.64%4.90%
1-year9.07%55.83%
3-year3.22%11.08%
5-year6.74%11.93%
10-year6.55%10.64%
Last bull market21.28%25.54%
Last bear market-10.69%-22.08%

Annual total return (%) history

Year
MLUNXCategory
2024
N/AN/A
2023
7.72%N/A
2022
-6.25%N/A
2021
24.35%N/A
2020
0.03%2.63%
2019
28.38%25.18%
2018
-13.44%-12.86%
2017
11.49%13.22%
2016
20.40%18.06%
2015
-5.21%-5.41%
2014
5.99%9.31%
2013
32.77%35.14%
2012
15.46%16.60%
2011
-3.67%-3.96%
2010
22.49%21.92%
2009
29.06%35.41%
2008
-33.23%-36.77%
2007
-9.13%0.83%
2006
N/A15.87%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.81%N/AN/AN/A
20230.47%2.23%-4.17%9.46%
20220.88%-10.69%-6.70%11.51%
202111.83%4.38%-0.53%7.10%
2020-28.13%14.95%3.84%16.61%
201913.24%3.29%2.93%6.64%
2018-2.71%1.73%3.04%-15.12%
20172.17%0.00%3.36%5.57%
20162.63%3.53%4.33%8.61%
20152.04%-2.06%-9.55%4.87%
20142.12%4.41%-4.00%3.54%
201313.28%0.16%8.08%8.27%
201212.72%-5.23%5.99%1.98%
20116.85%-0.09%-19.91%12.67%
20108.59%-10.24%12.05%12.17%
2009-9.95%14.85%18.35%5.45%
2008-12.21%-6.31%5.76%-23.25%
20073.51%6.10%-6.25%-11.73%
20068.68%N/AN/AN/A

Rank in category (by total return)

YTD59
1-month30
3-month74
1-year80
3-year73
5-year79

Load adjusted returns

1-year9.07%
3-year3.22%
5-year6.74%
10-year6.55%