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MMGEX: MASSMUTUAL SELECT SMALL CAP GROWTH EQUITY FUND CLASS A (MUTUAL FUND)
Basic Info 9.26 0.1(1.09%) July 03
Asset Class: | Small Growth |
MyPlanIQ Rating: | (43%) |
Start Date: | 09/14/2000 |
Last Dividend Date: | 12/13/2024 |
12-Mo. Yield | 9.00% |
Expenses | 1.57% |
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Performance Analytics (As of 06/20/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2024 | 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(%) | 1.6 | 0.8 | 9.4 | 11.8 | 8.8 | 8.5 | 11.7 | 8.7 | 6.2 | 5.9 | 16.4 | -26.2 | -25.2 | 26.4 | 34.4 | -5.4 | 24.3 | 7.4 | -3.7 | 5.4 | 47.3 | 12.9 | -5.9 | 22.5 | 38.7 | -40.0 | 7.8 | 8.9 | 10.5 | 13.2 | 43.4 | -25.7 | -11.8 | -19.4 |
Sharpe Ratio | NA | -0.38 | 0.07 | 0.37 | 0.24 | 0.28 | NA | NA | 0.21 | -0.03 | 0.67 | -0.92 | -0.54 | 0.65 | 1.98 | -0.33 | 2.02 | 0.38 | -0.22 | 0.31 | 3.32 | 0.76 | -0.18 | 1.02 | 1.25 | -1.0 | 0.27 | 0.39 | 0.65 | 0.78 | 2.6 | -1.15 | -0.54 | -1.45 |
Draw Down(%) | NA | 25.3 | 27.8 | 27.8 | 38.1 | 38.6 | NA | NA | 57.5 | 15.8 | 16.5 | 32.4 | 40.9 | 38.6 | 9.0 | 28.1 | 5.9 | 19.2 | 16.4 | 12.8 | 4.4 | 12.8 | 30.9 | 17.4 | 26.6 | 53.7 | 12.1 | 14.3 | 8.2 | 16.2 | 11.3 | 35.7 | 33.9 | 26.4 |
Standard Deviation(%) | NA | 28.7 | 24.7 | 22.0 | 23.3 | 23.1 | NA | NA | 23.2 | 21.0 | 18.3 | 30.0 | 47.0 | 39.7 | 16.7 | 20.7 | 11.8 | 18.8 | 16.7 | 17.3 | 14.3 | 17.0 | 32.3 | 21.9 | 30.8 | 41.0 | 18.3 | 14.5 | 13.0 | 15.7 | 16.4 | 23.2 | 26.8 | 38.8 |
Treynor Ratio | NA | -0.11 | 0.02 | 0.09 | 0.06 | 0.07 | NA | NA | 0.05 | -0.01 | 0.13 | -0.31 | -0.21 | 0.26 | 0.32 | -0.06 | 0.21 | 0.07 | -0.04 | 0.05 | 0.49 | 0.14 | -0.06 | 0.25 | 0.42 | -0.43 | 0.05 | 0.07 | 0.1 | 0.15 | 0.53 | -0.3 | -0.14 | -0.6 |
Alpha | NA | 0.0 | -0.02 | 0.0 | 0.0 | 0.0 | NA | NA | -0.01 | -0.04 | -0.01 | 0.0 | -0.11 | -0.02 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.03 | -0.01 | -0.02 | -0.02 | 0.0 | -0.01 | -0.01 | -0.01 | 0.01 | 0.0 | 0.03 | -0.06 | -0.05 | -0.08 |
Beta | NA | 0.95 | 0.98 | 0.93 | 0.95 | 0.99 | NA | NA | 0.95 | 1.01 | 0.92 | 0.9 | 1.22 | 1.0 | 1.04 | 1.06 | 1.11 | 1.06 | 1.02 | 1.08 | 0.96 | 0.95 | 0.99 | 0.91 | 0.93 | 0.94 | 0.98 | 0.84 | 0.85 | 0.83 | 0.8 | 0.89 | 0.99 | 0.93 |
RSquared | NA | 0.98 | 0.97 | 0.96 | 0.96 | 0.97 | NA | NA | 0.95 | 0.82 | 0.95 | 0.97 | 0.4 | 0.93 | 0.97 | 0.98 | 0.94 | 0.97 | 0.96 | 0.97 | 0.95 | 0.92 | 0.99 | 0.98 | 0.98 | 0.99 | 0.96 | 0.96 | 0.94 | 0.94 | 0.9 | 0.92 | 0.87 | 0.8 |
Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 9.6 | 0.0 | 0.0 | 33.8 | 13.0 | 19.0 | 21.5 | 8.0 | 0.0 | 24.4 | 21.8 | 22.8 | 6.9 | 12.6 | 1.1 | 0.0 | 0.0 | 7.0 | 7.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 220.8 | -20.3 | -35.7 | 214.0 | N/A | -100.0 | -6.5 | 12.8 | 259.9 | -56.7 | 1275.5 | N/A | N/A | -100.0 | -1.8 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/13/2000
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