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MassMutual Small Cap Opps R5 (MSCDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.38-0.08 (-0.46%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.71%
5-year average return10.25%
Number of years up13
Number of years down6
Best 1-yr total return (2 Jul 2024)41.16%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return41.16%
Worst 3-yr total return6.48%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMSCDXCategory
YTD2.88%20.19%
1-month-1.52%0.02%
3-month-3.74%4.36%
1-year10.97%60.18%
3-year2.06%11.32%
5-year10.37%13.88%
10-year8.74%11.19%
Last bull market30.94%27.98%
Last bear market-15.21%-24.08%

Annual total return (%) history

Year
MSCDXCategory
2024
N/AN/A
2023
17.90%N/A
2022
-15.80%N/A
2021
22.28%N/A
2020
20.25%10.99%
2019
26.27%23.75%
2018
-10.63%-12.72%
2017
14.18%12.28%
2016
18.29%20.78%
2015
-5.69%-5.38%
2014
12.15%3.79%
2013
41.16%37.39%
2012
18.27%15.46%
2011
-2.05%-4.07%
2010
23.73%25.61%
2009
37.94%31.80%
2008
-37.98%-36.56%
2007
-1.30%-1.10%
2006
9.73%15.03%
2005
0.09%6.75%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.88%-3.74%N/AN/A
20233.63%5.48%-4.65%13.12%
2022-5.82%-15.21%-2.82%8.49%
202113.09%3.88%-0.67%4.79%
2020-30.87%28.50%6.17%27.50%
201911.96%3.41%0.29%8.75%
2018-0.75%8.63%3.66%-20.03%
20173.97%2.90%4.80%1.85%
2016-0.08%3.13%4.63%9.70%
20153.17%0.45%-11.92%3.31%
20144.25%0.49%-4.60%12.22%
201315.23%3.84%10.44%6.82%
201214.39%-3.89%3.86%3.58%
20117.14%0.75%-21.44%15.49%
20108.65%-9.10%10.01%13.88%
2009-14.07%31.56%16.64%4.61%
2008-10.55%1.64%-6.21%-27.26%
20074.09%5.45%-5.02%-5.33%
20069.93%-6.55%-1.75%8.72%
2005-4.85%0.24%4.72%0.21%

Rank in category (by total return)

YTD37
1-month49
3-month69
1-year39
3-year35
5-year15

Load adjusted returns

1-year10.97%
3-year2.06%
5-year10.37%
10-year8.74%