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MIPSX: MASSMUTUAL PREMIER INFLATION-PROTECTED AND INCOME FUND CLASS R5 (MUTUAL FUND)
Basic Info 9.1 0(0.0%) April 23
Asset Class: | Inflation-Protected Bond |
MyPlanIQ Rating: | (88%) |
Start Date: | 01/29/2004 |
Last Dividend Date: | 12/12/2023 |
12-Mo. Yield | 2.98% |
Expenses | 0.61% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/30/2004 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.2 | -2.5 | -0.6 | -1.8 | 2.1 | 1.9 | 3.0 | 3.4 | 3.3 | 5.5 | -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 |
Sharpe Ratio | NA | -2.26 | -0.68 | -0.42 | 0.06 | 0.12 | NA | NA | 0.33 | 0.19 | -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 |
Draw Down(%) | NA | 3.2 | 5.1 | 19.5 | 19.5 | 19.5 | NA | NA | 19.5 | 5.3 | 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 |
Standard Deviation(%) | NA | 5.1 | 6.0 | 9.5 | 9.0 | 7.0 | NA | NA | 6.9 | 6.6 | 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 |
Treynor Ratio | NA | -0.12 | -0.04 | -0.04 | 0.01 | 0.01 | NA | NA | 0.02 | 0.01 | -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 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.01 | -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 | 0.94 | 0.92 | 0.94 | 0.92 | 0.92 | NA | NA | 0.94 | 0.92 | 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 |
RSquared | NA | 0.9 | 0.89 | 0.47 | 0.45 | 0.52 | NA | NA | 0.66 | 0.9 | 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 |
Yield(%) | N/A | 0.0 | 3.0 | 4.3 | 4.4 | 3.3 | 3.7 | 4.0 | N/A | 3.1 | 3.2 | 7.2 | 5.7 | 2.1 | 3.0 | 2.8 | 2.8 | 1.1 | 2.4 | 5.1 | 4.3 | 4.6 | 3.5 | 0.5 | 7.4 | 5.9 | 3.7 | 5.4 | 3.1 |
Dividend Growth(%) | N/A | -100.0 | -20.0 | 27.7 | 82.1 | -24.6 | N/A | N/A | N/A | -20.0 | -56.2 | 33.3 | 185.7 | -32.3 | 6.9 | 3.6 | 154.5 | -54.2 | -60.0 | 22.4 | 0.0 | 36.1 | 620.0 | -93.5 | 32.8 | 52.6 | -33.3 | 83.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/30/2004
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