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MassMutual Disciplined Value Adm (MPILX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.11+0.03 (+0.21%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.83%
5-year average return8.78%
Number of years up13
Number of years down6
Best 1-yr total return (26 Jun 2024)33.13%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return33.13%
Worst 3-yr total return2.47%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMPILXCategory
YTD8.12%4.44%
1-month3.41%-4.04%
3-month3.71%4.09%
1-year21.78%14.37%
3-year6.13%6.04%
5-year10.41%9.20%
10-year7.64%8.57%
Last bull market23.26%22.97%
Last bear market-10.42%-11.27%

Annual total return (%) history

Year
MPILXCategory
2024
N/AN/A
2023
10.44%11.63%
2022
-7.49%-5.90%
2021
30.49%26.22%
2020
-1.86%2.91%
2019
22.60%25.04%
2018
-10.59%-8.53%
2017
14.25%15.94%
2016
15.60%14.81%
2015
-3.98%-4.05%
2014
11.65%10.21%
2013
33.13%31.21%
2012
16.33%14.57%
2011
0.50%-0.75%
2010
14.16%13.66%
2009
16.82%24.13%
2008
-36.10%-37.09%
2007
-1.61%1.42%
2006
21.26%18.15%
2005
7.84%5.95%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.86%N/AN/AN/A
20231.48%3.46%-2.45%7.83%
2022-2.23%-10.42%-5.85%12.19%
202111.02%8.10%0.12%8.60%
2020-27.55%13.32%4.60%14.29%
201910.59%2.76%0.28%7.57%
2018-2.28%0.67%5.11%-13.54%
20173.40%1.23%3.59%5.36%
20160.79%2.69%3.45%7.97%
2015-0.98%-0.56%-7.58%5.51%
20142.96%4.77%-0.87%4.42%
201312.95%2.89%3.79%10.37%
201210.14%-2.46%6.54%1.64%
20116.56%-0.76%-15.65%12.67%
20106.80%-11.68%10.10%9.92%
2009-17.82%16.30%17.55%3.98%
2008-9.24%-4.60%-5.47%-21.93%
20070.45%4.38%-0.71%-5.50%
20065.86%0.41%6.33%7.30%
20050.68%1.69%4.57%0.72%

Rank in category (by total return)

YTD44
1-month34
3-month52
1-year57
3-year53
5-year71

Load adjusted returns

1-year21.78%
3-year6.13%
5-year10.41%
10-year7.64%