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MOTAX: MASSMUTUAL SELECT FUNDAMENTAL GROWTH FUND CLASS A (MUTUAL FUND)
Basic Info 2.23 0(0.0%) May 02
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (19%) |
Start Date: | 11/26/2001 |
Last Dividend Date: | 04/17/2024 |
12-Mo. Yield | 0.00% |
Expenses | 1.73% |
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Performance Analytics (As of 05/02/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/26/2001 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 3.1 | 24.1 | -1.9 | 8.1 | 10.5 | 13.3 | 9.6 | 7.7 | 26.7 | -29.5 | 8.4 | 33.6 | 32.6 | -0.6 | 27.0 | 3.1 | 5.8 | 10.9 | 31.3 | 12.8 | 2.6 | 19.8 | 52.9 | -42.4 | 17.8 | 6.3 | 0.7 | 9.4 | 47.8 | -38.0 | -2.9 |
Sharpe Ratio | NA | 0.42 | 1.35 | -0.09 | 0.11 | 0.22 | NA | NA | 0.2 | 1.31 | -0.93 | 0.12 | 0.33 | 2.2 | -0.1 | 3.18 | 0.23 | 0.36 | 0.86 | 2.42 | 0.93 | 0.11 | 1.01 | 2.0 | -1.02 | 0.79 | 0.19 | -0.1 | 0.45 | 1.84 | -0.9 | -0.7 |
Draw Down(%) | NA | 5.7 | 14.2 | 58.2 | 62.8 | 62.8 | NA | NA | 62.8 | 14.2 | 34.6 | 39.6 | 48.5 | 8.3 | 21.1 | 2.5 | 10.6 | 10.6 | 8.6 | 5.6 | 11.9 | 15.9 | 15.5 | 18.5 | 50.6 | 11.5 | 17.7 | 13.4 | 16.5 | 13.2 | 52.3 | 9.6 |
Standard Deviation(%) | NA | 14.0 | 15.1 | 45.4 | 57.9 | 42.2 | NA | NA | 33.7 | 17.3 | 33.4 | 69.9 | 101.4 | 14.1 | 19.8 | 8.3 | 12.8 | 16.1 | 12.7 | 12.9 | 13.9 | 23.8 | 19.6 | 26.4 | 42.4 | 18.9 | 15.8 | 14.1 | 18.5 | 25.6 | 43.4 | 38.9 |
Treynor Ratio | NA | 0.1 | 0.3 | -0.06 | 0.08 | 0.12 | NA | NA | 0.07 | 0.29 | -0.36 | 0.27 | 0.36 | 0.48 | -0.02 | 0.29 | 0.04 | 0.06 | 0.12 | 0.34 | 0.14 | 0.03 | 0.2 | 0.51 | -0.39 | 0.14 | 0.03 | -0.01 | 0.07 | 0.38 | -0.31 | -0.17 |
Alpha | NA | -0.02 | 0.0 | 0.02 | 0.05 | 0.02 | NA | NA | 0.01 | -0.03 | 0.03 | 0.11 | 0.14 | 0.01 | -0.01 | -0.01 | 0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.01 | 0.03 | 0.05 | -0.01 | 0.03 | 0.02 | -0.04 | 0.01 | 0.05 | 0.04 | 0.07 |
Beta | NA | 0.58 | 0.67 | 0.72 | 0.8 | 0.81 | NA | NA | 0.96 | 0.78 | 0.86 | 0.31 | 0.92 | 0.65 | 0.93 | 0.92 | 0.83 | 0.98 | 0.9 | 0.92 | 0.89 | 0.88 | 0.99 | 1.03 | 1.1 | 1.09 | 1.15 | 1.1 | 1.19 | 1.23 | 1.24 | 1.63 |
RSquared | NA | 0.61 | 0.63 | 0.16 | 0.12 | 0.16 | NA | NA | 0.34 | 0.73 | 0.91 | 0.01 | 0.08 | 0.7 | 0.97 | 0.9 | 0.91 | 0.97 | 0.94 | 0.74 | 0.87 | 0.96 | 0.93 | 0.92 | 0.94 | 0.89 | 0.89 | 0.84 | 0.87 | 0.86 | 0.83 | 0.85 |
Yield(%) | N/A | 19.5 | 23.1 | 16.3 | 21.8 | 16.5 | 25.4 | 18.5 | N/A | 0.0 | 0.0 | 40.5 | 62.5 | 23.0 | 22.8 | 8.9 | 13.9 | 12.0 | 13.1 | 5.6 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | -68.8 | 45.6 | 3391.9 | N/A | N/A | N/A | N/A | -100.0 | -57.5 | 201.5 | -22.9 | 201.7 | -40.8 | 6.5 | -10.7 | 186.1 | 3500.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/26/2001
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