UK markets closed

MassMutual Select Fundamental Value Adm (MFULX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
9.41+0.02 (+0.21%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.16%
5-year average return10.61%
Number of years up16
Number of years down6
Best 1-yr total return (2 Jul 2024)31.35%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return31.35%
Worst 3-yr total return3.65%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMFULXCategory
YTD8.93%4.44%
1-month-0.42%-4.04%
3-month-0.95%4.09%
1-year18.36%14.37%
3-year7.81%6.04%
5-year10.85%9.20%
10-year8.25%8.57%
Last bull market23.47%22.97%
Last bear market-10.44%-11.27%

Annual total return (%) history

Year
MFULXCategory
2024
N/AN/A
2023
11.34%11.63%
2022
-2.93%-5.90%
2021
28.08%26.22%
2020
1.65%2.91%
2019
23.16%25.04%
2018
-11.06%-8.53%
2017
14.92%15.94%
2016
13.38%14.81%
2015
-3.44%-4.05%
2014
11.14%10.21%
2013
31.35%31.21%
2012
16.16%14.57%
2011
-2.39%-0.75%
2010
13.71%13.66%
2009
23.81%24.13%
2008
-34.04%-37.09%
2007
8.21%1.42%
2006
20.90%18.15%
2005
7.28%5.95%
2004
9.65%12.97%
2003
29.56%28.44%
2002
-21.40%-18.69%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.98%-0.95%N/AN/A
2023-1.77%4.32%-0.58%9.28%
20220.79%-10.44%-5.77%14.13%
202113.97%5.59%-1.67%8.24%
2020-30.01%16.48%4.40%19.44%
20199.71%2.82%1.86%7.18%
2018-2.91%1.06%4.53%-13.28%
20173.75%2.01%2.91%5.51%
20160.69%3.25%3.15%5.73%
20151.00%-0.21%-9.02%5.30%
20141.68%4.47%-0.05%4.67%
201311.32%4.26%4.23%8.58%
201212.59%-4.23%6.36%1.28%
20115.55%-1.27%-17.45%13.47%
20106.34%-13.03%10.37%11.41%
2009-11.44%15.92%15.29%4.61%
2008-8.46%-1.29%-9.42%-19.41%
20071.78%6.61%1.83%-2.07%
20065.91%1.18%6.02%6.41%
2005-0.46%1.03%4.98%1.63%
20041.10%1.28%-1.95%9.22%
2003-4.74%17.20%1.38%14.47%
20021.60%-9.55%-20.02%6.94%

Rank in category (by total return)

YTD27
1-month43
3-month36
1-year23
3-year28
5-year32

Load adjusted returns

1-year18.36%
3-year7.81%
5-year10.85%
10-year8.25%