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MEFAX: MASSMUTUAL SELECT MID CAP GROWTH EQUITY II FUND CLASS A (MUTUAL FUND)
Basic Info 14.82 0.11(0.75%) May 14
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (54%) |
Start Date: | 10/19/2001 |
Last Dividend Date: | 12/13/2023 |
12-Mo. Yield | 7.95% |
Expenses | 0.76% |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/19/2001 |
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(%) | 0.8 | 5.7 | 19.6 | 2.1 | 9.0 | 10.0 | 13.5 | 10.3 | 10.1 | 19.1 | -24.6 | 13.7 | 25.5 | 31.6 | -3.9 | 24.1 | 5.6 | 5.5 | 12.4 | 35.5 | 14.0 | -2.4 | 27.7 | 44.2 | -41.3 | 15.7 | 7.0 | 12.3 | 17.2 | 37.6 | -21.4 | 14.0 |
Sharpe Ratio | NA | 0.83 | 1.02 | -0.07 | 0.29 | 0.48 | NA | NA | 0.44 | 0.95 | -0.91 | 0.84 | 0.74 | 2.24 | -0.31 | 2.92 | 0.36 | 0.38 | 0.94 | 1.82 | 0.95 | -0.09 | 1.39 | 1.53 | -1.03 | 0.81 | 0.28 | 0.88 | 1.21 | 2.19 | -0.86 | 5.39 |
Draw Down(%) | NA | 7.7 | 15.2 | 34.2 | 36.9 | 36.9 | NA | NA | 56.0 | 15.2 | 30.8 | 9.3 | 36.9 | 6.9 | 20.0 | 3.3 | 14.2 | 10.8 | 9.5 | 9.8 | 10.4 | 23.6 | 14.5 | 21.6 | 54.3 | 10.0 | 13.3 | 7.0 | 11.3 | 12.4 | 34.4 | 4.2 |
Standard Deviation(%) | NA | 13.5 | 14.3 | 20.5 | 23.1 | 19.0 | NA | NA | 20.7 | 15.7 | 28.6 | 16.3 | 34.2 | 13.5 | 16.6 | 8.1 | 14.9 | 14.3 | 13.2 | 19.5 | 14.9 | 26.4 | 19.9 | 28.9 | 40.7 | 15.7 | 13.3 | 11.6 | 13.4 | 16.9 | 26.0 | 17.6 |
Treynor Ratio | NA | 0.12 | 0.16 | -0.02 | 0.07 | 0.1 | NA | NA | 0.1 | 0.16 | -0.3 | 0.16 | 0.26 | 0.32 | -0.06 | 0.25 | 0.06 | 0.06 | 0.13 | 0.38 | 0.16 | -0.03 | 0.31 | 0.46 | -0.49 | 0.14 | 0.04 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.01 | -0.01 | -0.01 | -0.01 | 0.0 | NA | NA | 0.01 | -0.01 | 0.01 | -0.01 | -0.02 | 0.0 | 0.0 | 0.01 | 0.0 | 0.02 | 0.0 | 0.02 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | NA | NA | NA | NA | NA |
Beta | NA | 0.9 | 0.94 | 0.89 | 0.91 | 0.91 | NA | NA | 0.9 | 0.91 | 0.88 | 0.86 | 0.95 | 0.95 | 0.9 | 0.95 | 0.91 | 0.89 | 0.95 | 0.94 | 0.9 | 0.93 | 0.9 | 0.96 | 0.86 | 0.9 | 0.92 | NA | NA | NA | NA | NA |
RSquared | NA | 0.92 | 0.94 | 0.97 | 0.97 | 0.97 | NA | NA | 0.8 | 0.96 | 0.98 | 0.93 | 0.98 | 0.96 | 0.97 | 0.93 | 0.95 | 0.97 | 0.97 | 0.4 | 0.95 | 0.99 | 0.98 | 0.99 | 0.97 | 0.97 | 0.21 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 7.9 | 13.4 | 13.4 | 12.0 | 18.5 | 12.8 | N/A | 8.4 | 13.1 | 26.2 | 8.0 | 7.9 | 10.3 | 8.8 | 5.5 | 9.8 | 12.5 | 13.9 | 9.7 | 7.8 | 0.3 | 0.0 | 4.2 | 10.5 | 7.4 | 4.5 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -59.4 | 102.1 | 57.9 | 148.3 | N/A | N/A | N/A | -59.3 | -55.8 | 274.2 | 26.2 | -34.4 | 35.2 | 65.1 | -47.6 | -21.2 | 4.5 | 53.1 | 10.2 | 3833.3 | N/A | -100.0 | -58.8 | 41.0 | 81.0 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/19/2001
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