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MGRFX: MASSMUTUAL SELECT MID CAP GROWTH EQUITY II FUND CLASS R5 (MUTUAL FUND)
Basic Info 20.74 0.27(1.32%) May 15
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (84%) |
Start Date: | 06/20/2000 |
Last Dividend Date: | 12/13/2023 |
12-Mo. Yield | 5.90% |
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 06/21/2000 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.8 | 7.2 | 20.6 | 2.8 | 9.5 | 10.7 | 14.2 | 10.9 | 9.3 | 19.6 | -24.3 | 14.4 | 26.1 | 32.1 | -3.4 | 24.7 | 6.1 | 5.9 | 12.9 | 36.3 | 14.5 | -1.9 | 28.0 | 45.0 | -41.0 | 16.3 | 7.5 | 12.9 | 18.2 | 38.3 | -21.0 | -1.0 | -2.3 |
Sharpe Ratio | NA | 0.86 | 1.06 | -0.04 | 0.27 | 0.45 | NA | NA | 0.37 | 0.99 | -0.9 | 0.44 | 0.74 | 2.29 | -0.29 | 2.97 | 0.4 | 0.41 | 0.98 | 1.95 | 0.98 | -0.07 | 1.41 | 1.55 | -1.03 | 0.85 | 0.32 | 0.93 | 1.28 | 2.24 | -0.85 | -0.13 | -0.35 |
Draw Down(%) | NA | 7.6 | 15.1 | 42.0 | 42.0 | 42.0 | NA | NA | 55.8 | 15.1 | 30.6 | 20.3 | 36.8 | 6.9 | 19.9 | 3.3 | 14.2 | 10.7 | 9.5 | 9.0 | 10.3 | 23.4 | 14.6 | 21.5 | 54.2 | 10.0 | 13.2 | 6.9 | 11.3 | 12.3 | 34.3 | 26.0 | 14.5 |
Standard Deviation(%) | NA | 13.5 | 14.2 | 26.3 | 26.6 | 21.1 | NA | NA | 21.8 | 15.7 | 28.6 | 33.0 | 34.9 | 13.4 | 16.5 | 8.1 | 14.9 | 14.3 | 13.2 | 18.6 | 14.8 | 26.4 | 19.9 | 29.0 | 40.7 | 15.8 | 13.3 | 11.6 | 13.4 | 16.8 | 26.1 | 25.8 | 24.5 |
Treynor Ratio | NA | 0.13 | 0.16 | -0.01 | 0.08 | 0.11 | NA | NA | 0.09 | 0.17 | -0.3 | 0.2 | 0.27 | 0.32 | -0.05 | 0.25 | 0.06 | 0.07 | 0.14 | 0.39 | 0.16 | -0.02 | 0.31 | 0.47 | -0.49 | 0.15 | 0.05 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.01 | -0.01 | 0.0 | 0.0 | 0.01 | NA | NA | 0.01 | -0.01 | 0.01 | 0.02 | -0.02 | 0.0 | 0.01 | 0.01 | 0.0 | 0.03 | 0.0 | 0.02 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.91 | 0.94 | 0.85 | 0.89 | 0.9 | NA | NA | 0.9 | 0.91 | 0.87 | 0.71 | 0.95 | 0.95 | 0.9 | 0.95 | 0.91 | 0.89 | 0.95 | 0.94 | 0.9 | 0.93 | 0.89 | 0.96 | 0.86 | 0.9 | 0.93 | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.92 | 0.94 | 0.54 | 0.7 | 0.75 | NA | NA | 0.67 | 0.96 | 0.96 | 0.15 | 0.93 | 0.96 | 0.97 | 0.93 | 0.94 | 0.97 | 0.97 | 0.44 | 0.95 | 0.99 | 0.98 | 0.99 | 0.97 | 0.97 | 0.21 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 5.9 | 11.1 | 11.3 | 11.1 | 17.8 | 12.7 | N/A | 6.3 | 10.2 | 21.7 | 6.7 | 6.8 | 8.9 | 7.7 | 4.9 | 8.8 | 11.4 | 13.0 | 9.2 | 7.4 | 0.0 | 0.0 | 4.1 | 10.8 | 7.6 | 4.4 | 0.4 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -59.4 | 102.1 | 57.7 | 143.6 | N/A | N/A | N/A | -59.3 | -55.8 | 274.2 | 26.2 | -34.4 | 35.2 | 63.2 | -47.0 | -21.2 | 4.5 | 51.9 | 11.0 | N/A | N/A | -100.0 | -60.9 | 39.3 | 93.1 | 1350.0 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/2000
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