MEFZX: MASSMUTUAL SELECT MID CAP GROWTH EQUITY II FUND CLASS I (MUTUAL FUND)
Basic Info 20.57 0.18(0.88%) May 03
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (3%) |
Start Date: | 11/16/2010 |
Last Dividend Date: | 12/13/2023 |
12-Mo. Yield | 5.48% |
Expenses | 0.76% |
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Performance Analytics (As of 05/03/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 11/16/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.1 | 3.9 | 18.4 | 0.1 | 8.4 | 10.5 | 12.1 | 19.7 | -24.1 | 14.6 | 26.2 | 32.3 | -3.3 | 24.8 | 6.2 | 6.0 | 13.0 | 36.4 | 14.7 | -1.7 | 9.1 |
Sharpe Ratio | NA | 0.62 | 1.12 | -0.14 | 0.29 | 0.51 | 0.59 | 1.0 | -0.89 | 0.9 | 0.75 | 2.29 | -0.28 | 2.98 | 0.4 | 0.42 | 0.98 | 1.96 | 1.0 | -0.07 | 9.07 |
Draw Down(%) | NA | 7.6 | 15.1 | 33.8 | 36.8 | 36.8 | 36.8 | 15.1 | 30.6 | 9.1 | 36.8 | 6.8 | 19.9 | 3.2 | 14.2 | 10.7 | 9.5 | 9.0 | 10.4 | 23.4 | 1.2 |
Standard Deviation(%) | NA | 13.6 | 14.3 | 20.5 | 23.2 | 19.0 | 19.2 | 15.7 | 28.6 | 16.2 | 34.3 | 13.5 | 16.5 | 8.1 | 14.9 | 14.3 | 13.2 | 18.6 | 14.8 | 26.4 | 11.4 |
Treynor Ratio | NA | 0.09 | 0.17 | -0.03 | 0.07 | 0.11 | 0.12 | 0.17 | -0.29 | 0.17 | 0.27 | 0.33 | -0.05 | 0.25 | 0.07 | 0.07 | 0.14 | 0.39 | 0.16 | -0.02 | 1.16 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.01 | -0.01 | -0.02 | 0.0 | 0.01 | 0.01 | 0.0 | 0.03 | 0.0 | 0.02 | 0.0 | 0.01 | 0.01 |
Beta | NA | 0.91 | 0.94 | 0.88 | 0.91 | 0.91 | 0.92 | 0.91 | 0.88 | 0.85 | 0.95 | 0.95 | 0.89 | 0.95 | 0.91 | 0.89 | 0.95 | 0.94 | 0.9 | 0.93 | 0.89 |
RSquared | NA | 0.92 | 0.94 | 0.96 | 0.97 | 0.97 | 0.93 | 0.96 | 0.98 | 0.92 | 0.98 | 0.96 | 0.97 | 0.93 | 0.95 | 0.97 | 0.97 | 0.45 | 0.95 | 0.99 | 0.96 |
Yield(%) | N/A | 0.0 | 5.8 | 10.6 | 10.9 | 10.9 | N/A | 6.1 | 10.0 | 21.4 | 6.7 | 6.7 | 8.9 | 7.7 | 5.0 | 8.8 | 11.4 | 12.9 | 9.3 | 7.4 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -59.3 | 101.5 | 57.2 | N/A | N/A | -59.3 | -55.8 | 274.2 | 25.2 | -34.2 | 35.9 | 59.6 | -45.7 | -21.2 | 4.5 | 49.6 | 12.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/16/2010
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