MassMutual Fundamental Value R5 (MVUSX)

9.95 +0.16 (+1.63%) USD  |  Aug 12 2022

MVUSX 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 August 12, 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 R5
16.49%
31.57%
11.27%
-3.16%
13.54%
15.20%
-10.89%
23.26%
1.95%
28.39%
-1.68%
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%
-9.34%
Invesco Growth and Income R
14.29%
33.54%
9.86%
-3.39%
19.54%
13.91%
-13.71%
24.97%
2.07%
28.32%
-3.12%
AB Relative Value K
17.36%
34.56%
8.74%
1.34%
11.28%
18.65%
-5.84%
23.11%
2.82%
27.59%
-3.52%
MassMutual Diversified Value R5
17.79%
34.40%
11.82%
-3.26%
13.24%
19.00%
-8.26%
26.32%
-0.71%
28.62%
-1.02%
Putnam Large Cap Value R5
19.23%
32.18%
12.77%
-2.87%
13.91%
18.97%
-8.07%
30.26%
6.08%
27.17%
-0.96%
As of August 12, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
MassMutual Fundamental Value R5
9.34%
4.52%
-2.26%
2.52%
12.91%
9.20%
10.54%
7.35%
8.74%
7.47%
S&P 500 Total Return
12.23%
9.38%
-2.35%
-2.61%
15.98%
13.90%
13.98%
9.68%
10.25%
10.20%
Invesco Growth and Income R
12.13%
6.06%
-4.30%
1.10%
12.04%
8.37%
10.55%
7.07%
8.52%
7.98%
AB Relative Value K
9.19%
4.83%
-2.17%
-0.64%
12.18%
10.36%
11.54%
7.53%
8.68%
8.55%
MassMutual Diversified Value R5
9.41%
4.11%
-2.39%
3.09%
12.66%
10.23%
11.56%
6.75%
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7.83%
Putnam Large Cap Value R5
9.77%
5.47%
0.00%
2.76%
15.10%
12.15%
12.94%
9.25%
10.11%
10.44%
As of August 12, 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 July 31, 2022