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MIPSX: MassMutual Premier Infl-Prot and Inc S (MUTUAL FUND)
Basic Info 9.4 0.01(0.11%) December 08
| Asset Class: | Inflation-Protected Bond |
| MyPlanIQ Rating: | (88%) |
| Start Date: | 01/29/2004 |
| Last Dividend Date: | 12/13/2022 |
| 12-Mo. Yield | 3.76% |
| Expenses | 0.57% |
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Performance Analytics (As of 12/08/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.2 | 3.2 | 1.3 | -1.3 | 2.7 | 2.2 | 3.4 | 3.4 | -13.4 | 6.3 | 11.3 | 8.1 | -1.3 | 3.3 | 5.2 | -1.5 | 3.5 | -8.8 | 6.8 | 13.4 | 6.3 | 10.0 | -1.9 | 10.9 | 0.2 | 2.4 | 7.4 |
| SR | NA | -0.14 | -0.34 | -0.3 | 0.14 | 0.19 | NA | 0.34 | -1.41 | 0.58 | 1.03 | 1.9 | -0.87 | 0.76 | 1.14 | -0.27 | 0.8 | -1.51 | 0.93 | 2.05 | 0.87 | 1.28 | -0.26 | 1.37 | -0.72 | 0.04 | 1.06 |
| DD(%) | NA | 5.3 | 5.9 | 19.5 | 19.5 | 19.5 | NA | 19.5 | 14.7 | 6.7 | 11.3 | 2.3 | 3.2 | 2.0 | 4.5 | 5.2 | 3.6 | 10.7 | 3.8 | 3.1 | 5.3 | 3.9 | 14.8 | 3.4 | 3.7 | 3.4 | 6.4 |
| SD(%) | NA | 6.5 | 8.6 | 10.4 | 8.9 | 7.0 | NA | 6.9 | 10.5 | 10.8 | 10.7 | 3.5 | 3.1 | 3.5 | 4.4 | 5.6 | 4.3 | 5.8 | 7.4 | 6.5 | 7.2 | 7.8 | 10.6 | 5.8 | 4.3 | 5.2 | 6.6 |
| TR | NA | -0.01 | -0.03 | -0.03 | 0.01 | 0.01 | NA | 0.03 | -0.15 | 0.07 | 0.12 | 0.1 | -0.03 | 0.03 | 0.06 | -0.02 | 0.04 | -0.1 | 0.07 | 0.15 | 0.06 | 0.1 | -0.03 | 0.08 | -0.03 | 0.0 | 0.07 |
| Alpha | NA | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | -0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 0.91 | 0.95 | 0.94 | 0.92 | 0.92 | NA | 0.94 | 0.97 | 0.86 | 0.92 | 0.7 | 0.89 | 0.91 | 0.88 | 0.96 | 0.91 | 0.91 | 0.93 | 0.89 | 1.02 | 0.97 | 0.95 | 1.01 | 0.94 | 1.0 | 0.99 |
| RS | NA | 0.9 | 0.54 | 0.39 | 0.44 | 0.52 | NA | 0.66 | 0.66 | 0.13 | 0.37 | 0.6 | 0.78 | 0.85 | 0.8 | 0.89 | 0.86 | 0.84 | 0.33 | 0.88 | 0.66 | 0.92 | 0.86 | 0.96 | 0.96 | 0.9 | 0.82 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/30/2004
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See Inflation-Protected Bond Asset Class Trend Rankings |
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- TIKPX (TIAA-CREF Inflation Link Bd Premier) 1.15% (78%)
Best ETFs
- TIP (iShares TIPS Bond) 0.12% (97%)
- SCHP (Schwab US TIPS ETF) 0.10% (42%)
- STPZ (PIMCO 1-5 Year U.S. TIPS ETF) 0.14% (40%)
- TIPZ (PIMCO Broad U.S. TIPS ETF) 0.06% (39%)
- STIP (iShares 0-5 Year TIPS Bond) 0.08% (38%)
- TDTF (FlexShares iBoxx 5Yr Target Dur TIPS ETF) 0.13% (37%)
- TDTT (FlexShares iBoxx 3Yr Target Dur TIPS ETF) 0.17% (36%)
- VTIP (Vanguard Short-Term Infl-Prot Secs ETF) 0.15% (4%)
Best Closed End Funds
- WIW (Western/Claymore Infl-Lnk Opps Common) 0.81% (100%)
- WIA (Western/Claymore Infl-Lnkd Sec Common) 0.13% (99%)
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