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MSVYX: MASSMUTUAL PREMIER SMALL CAP OPPORTUNITIES FUND SERVICE CLASS (MUTUAL FUND)
Basic Info 17.5 0.07(0.40%) May 03
Asset Class: | SMALL BLEND |
MyPlanIQ Rating: | (59%) |
Start Date: | 11/19/2001 |
Last Dividend Date: | 12/12/2023 |
12-Mo. Yield | 4.79% |
Expenses | 0.75% |
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Performance Analytics (As of 05/03/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/20/2001 |
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(%) | 1.1 | 3.4 | 21.7 | 1.8 | 8.3 | 8.3 | 12.4 | 5.2 | 4.8 | 17.9 | -15.9 | 22.6 | 11.6 | 26.1 | -10.9 | 14.3 | 18.2 | -5.9 | 12.5 | 41.0 | 18.2 | -2.2 | 23.8 | 36.9 | -38.1 | -20.2 | -25.8 | -8.2 | 30.6 | 31.7 | -19.5 | -3.0 |
Sharpe Ratio | NA | 0.39 | 1.01 | -0.02 | 0.25 | 0.33 | NA | NA | 0.14 | 0.74 | -0.66 | 0.93 | 0.26 | 1.61 | -0.7 | 1.23 | 1.07 | -0.37 | 0.81 | 3.02 | 1.16 | -0.07 | 1.08 | 0.95 | -0.86 | -0.86 | -0.72 | -0.6 | 1.25 | 1.94 | -0.87 | -0.83 |
Draw Down(%) | NA | 7.2 | 17.0 | 28.1 | 42.3 | 42.3 | NA | NA | 78.2 | 17.0 | 24.6 | 10.9 | 42.3 | 8.3 | 27.2 | 5.8 | 13.3 | 16.1 | 10.7 | 5.2 | 13.3 | 27.6 | 17.8 | 36.6 | 54.1 | 31.2 | 34.1 | 11.9 | 11.5 | 12.5 | 29.2 | 8.1 |
Standard Deviation(%) | NA | 16.8 | 17.6 | 22.6 | 27.6 | 22.3 | NA | NA | 25.5 | 18.6 | 26.3 | 24.2 | 43.9 | 15.3 | 17.5 | 11.2 | 16.8 | 16.0 | 15.4 | 13.5 | 15.7 | 30.1 | 21.9 | 38.7 | 45.3 | 27.0 | 40.4 | 17.1 | 23.7 | 16.0 | 23.6 | 30.3 |
Treynor Ratio | NA | 0.06 | 0.18 | 0.0 | 0.07 | 0.07 | NA | NA | 0.04 | 0.14 | -0.18 | 0.22 | 0.11 | 0.24 | -0.12 | 0.13 | 0.18 | -0.06 | 0.12 | 0.43 | 0.2 | -0.02 | 0.26 | 0.34 | -0.38 | -0.25 | -0.34 | -0.11 | 0.32 | 0.36 | -0.24 | -0.32 |
Alpha | NA | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | NA | NA | -0.01 | 0.0 | 0.0 | 0.02 | -0.02 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | 0.02 | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | -0.09 | -0.15 | -0.06 | 0.05 | -0.02 | -0.01 | -0.28 |
Beta | NA | 1.01 | 1.01 | 0.97 | 1.02 | 1.01 | NA | NA | 0.99 | 0.99 | 0.95 | 1.04 | 1.05 | 1.01 | 1.01 | 1.03 | 0.97 | 1.02 | 1.04 | 0.95 | 0.93 | 0.95 | 0.91 | 1.08 | 1.01 | 0.94 | 0.87 | 0.97 | 0.93 | 0.87 | 0.86 | 0.79 |
RSquared | NA | 0.95 | 0.96 | 0.85 | 0.9 | 0.91 | NA | NA | 0.81 | 0.96 | 0.96 | 0.65 | 0.95 | 0.93 | 0.96 | 0.87 | 0.95 | 0.96 | 0.94 | 0.92 | 0.91 | 0.99 | 0.99 | 0.98 | 0.99 | 0.45 | 0.15 | 0.69 | 0.36 | 0.93 | 0.83 | 0.26 |
Yield(%) | N/A | 0.0 | 5.3 | 4.8 | 4.3 | 6.8 | 11.2 | 4.2 | N/A | 5.3 | 1.0 | 11.4 | 0.5 | 0.8 | 9.5 | 13.5 | 4.0 | 9.9 | 15.9 | 1.2 | 1.3 | 0.5 | 0.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 344.4 | 78.5 | -61.8 | 2757.9 | N/A | N/A | N/A | 344.4 | -90.2 | 2200.0 | -20.0 | -92.9 | -29.3 | 296.0 | -66.4 | -40.2 | 1678.6 | 7.7 | 160.0 | -16.7 | 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 11/20/2001
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