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MEFZX: MASSMUTUAL SELECT MID CAP GROWTH EQUITY II FUND CLASS I (MUTUAL FUND)
Basic Info 19.77 0.12(0.61%) July 03
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (3%) |
Start Date: | 11/16/2010 |
Last Dividend Date: | 12/13/2024 |
12-Mo. Yield | 0.70% |
Expenses | 0.76% |
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Performance Analytics (As of 07/03/2025)
Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 11/16/2010 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.9 | 2.3 | -3.5 | 0.8 | -3.4 | 3.3 | 7.5 | -1.8 | 13.3 | -33.6 | -6.8 | 19.2 | 32.3 | -3.3 | 24.8 | 6.2 | 6.0 | 13.0 | 36.4 | 14.7 | -1.7 | 9.1 |
Sharpe Ratio | NA | 0.06 | -0.27 | -0.11 | -0.23 | 0.09 | 0.31 | -0.43 | 0.58 | -1.1 | -0.24 | 0.54 | 2.29 | -0.28 | 2.98 | 0.4 | 0.42 | 0.98 | 1.96 | 1.0 | -0.07 | 9.07 |
Draw Down(%) | NA | 22.9 | 33.6 | 33.6 | 53.0 | 53.0 | 53.0 | 18.0 | 15.1 | 34.8 | 25.2 | 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 | 25.5 | 24.9 | 22.2 | 24.2 | 22.0 | 20.8 | 19.3 | 15.9 | 31.9 | 27.9 | 34.8 | 13.5 | 16.5 | 8.1 | 14.9 | 14.3 | 13.2 | 18.6 | 14.8 | 26.4 | 11.4 |
Treynor Ratio | NA | 0.02 | -0.07 | -0.03 | -0.06 | 0.02 | 0.07 | -0.09 | 0.1 | -0.39 | -0.07 | 0.2 | 0.33 | -0.05 | 0.25 | 0.07 | 0.07 | 0.14 | 0.39 | 0.16 | -0.02 | 1.16 |
Alpha | NA | -0.08 | -0.1 | -0.06 | -0.05 | -0.02 | -0.01 | -0.06 | -0.02 | -0.04 | -0.09 | -0.04 | 0.0 | 0.01 | 0.01 | 0.0 | 0.03 | 0.0 | 0.02 | 0.0 | 0.01 | 0.01 |
Beta | NA | 0.94 | 0.94 | 0.91 | 0.91 | 0.92 | 0.92 | 0.93 | 0.87 | 0.89 | 0.97 | 0.95 | 0.95 | 0.89 | 0.95 | 0.91 | 0.89 | 0.95 | 0.94 | 0.9 | 0.93 | 0.89 |
RSquared | NA | 0.96 | 0.73 | 0.74 | 0.72 | 0.82 | 0.83 | 0.56 | 0.86 | 0.83 | 0.46 | 0.95 | 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 | 0.7 | 0.2 | 0.1 | 3.6 | N/A | 0.7 | 0.0 | 0.0 | 0.0 | 0.0 | 6.8 | 8.9 | 7.7 | 5.0 | 8.8 | 11.4 | 13.0 | 9.3 | 7.4 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | N/A | -88.6 | -98.0 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -34.1 | 36.2 | 59.8 | -46.0 | -21.0 | 4.5 | 49.8 | 13.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/16/2010
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