MassMutual Fundamental Value R4 (MFUFX)

9.54 +0.18 (+1.92%) USD  |  May 17 2022

MFUFX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of May 17, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
MassMutual Fundamental Value R4
16.20%
31.24%
10.98%
-3.48%
13.12%
14.82%
-11.14%
22.86%
1.48%
27.98%
-2.15%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-13.74%
ClearBridge Large Cap Value R
15.99%
31.51%
11.06%
-3.82%
12.50%
13.66%
-9.42%
27.67%
5.29%
25.03%
-7.76%
Goldman Sachs Equity Income R
19.32%
32.17%
11.03%
-3.33%
12.95%
10.11%
-6.35%
24.61%
3.22%
21.52%
-3.88%
MassMutual Diversified Value R3
16.88%
33.35%
11.02%
-3.81%
12.62%
18.30%
-8.81%
25.56%
-1.29%
27.76%
-1.81%
Delaware Growth and Income R6
16.79%
37.41%
7.67%
-3.12%
9.88%
18.54%
-10.11%
25.61%
0.31%
21.91%
0.93%
As of May 17, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
MassMutual Fundamental Value R4
-2.25%
-1.75%
-0.79%
2.03%
12.34%
9.17%
11.04%
6.69%
7.43%
7.23%
S&P 500 Total Return
-6.80%
-6.32%
-12.17%
-0.38%
14.55%
13.66%
14.32%
9.05%
8.89%
10.11%
ClearBridge Large Cap Value R
-4.96%
-4.74%
-6.70%
-2.21%
10.65%
9.21%
10.89%
6.42%
6.97%
7.71%
Goldman Sachs Equity Income R
-2.51%
0.10%
-1.07%
4.32%
10.12%
9.05%
10.93%
5.24%
6.81%
7.16%
MassMutual Diversified Value R3
-3.18%
-2.12%
-0.63%
2.56%
11.47%
10.32%
11.74%
5.49%
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7.14%
Delaware Growth and Income R6
-1.92%
0.64%
3.62%
5.86%
11.28%
9.67%
11.18%
6.92%
7.36%
8.39%
As of May 17, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of April 30, 2022