Advertisement
U.S. Markets close in 4 hrs 37 mins

MassMutual Small Cap Gr Eq I (MSGZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
16.93-0.11 (-0.65%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return16.39%
5-Year Average Return11.21%
Number of Years Up9
Number of Years Down4
Best 1 Yr Total Return (Oct 20, 2024)47.86%
Worst 1 Yr Total Return (Oct 20, 2024)N/A
Best 3-Yr Total Return47.86%
Worst 3-Yr Total Return-1.39%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMSGZXCategory
YTD15.71%12.40%
1-Month1.80%3.37%
3-Month8.31%4.88%
1-Year29.81%55.69%
3-Year1.28%19.34%
5-Year11.35%20.72%
10-Year11.00%13.98%
Last Bull Market31.08%27.85%
Last Bear Market-20.25%-24.06%

Annual Total Return (%) History

Year
MSGZXCategory
2024
N/AN/A
2023
16.93%N/A
2022
-25.85%N/A
2021
10.60%N/A
2020
40.66%38.62%
2019
34.99%27.68%
2018
-4.09%-5.76%
2017
24.86%21.50%
2016
8.01%11.20%
2015
-3.61%-2.41%
2014
6.16%2.44%
2013
47.86%40.91%
2012
13.53%13.15%
2011
-5.41%-3.55%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.61%-1.64%8.31%N/A
20234.47%6.27%-6.12%12.18%
2022-11.43%-20.25%0.25%4.72%
20214.45%3.92%-1.60%3.56%
2020-23.96%32.57%9.03%27.98%
201919.47%6.06%-2.86%9.67%
20183.36%7.60%8.66%-20.63%
20176.89%4.84%5.21%5.90%
2016-5.34%3.93%7.24%2.38%
20156.29%1.09%-12.44%2.46%
20141.10%2.03%-4.79%8.09%
201313.52%6.22%11.83%9.65%
201214.55%-5.24%5.07%-0.46%
201110.66%-1.31%-23.01%12.50%

Rank In Category (By Total Return)

YTD24
1-Month28
3-Month38
1-Year24
3-Year32
5-Year31

Load Adjusted Returns

1-Year29.81%
3-Year1.28%
5-Year11.35%
10-Year11.00%