Find A Portfolio/Ticker
Comparison Box
MMILX: MassMutual Select Indexed Equity L (MUTUAL FUND)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/14/2000 |
Last Dividend Date: | 12/16/2013 |
12-Mo. Yield | 2.18% |
Expenses | 0.40% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 11/20/2014)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/14/2000 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 4.9 | 11.8 | 10.0 | 4.9 | 1.8 | 1.4 | 31.7 | 1.0 | 1.7 | 14.7 | 26.1 | -37.4 | 5.1 | 15.3 | 4.4 | 10.8 | 26.5 | -23.3 | -13.1 | -12.4 |
Sharpe Ratio | NA | 0.7 | 0.85 | 0.59 | 0.19 | 0.03 | 0.25 | 2.83 | 0.05 | 0.07 | 0.81 | 0.95 | -0.93 | 0.13 | 1.21 | 0.22 | 0.88 | 1.51 | -0.94 | -0.73 | -1.78 |
Draw Down(%) | NA | 5.7 | 21.0 | 21.0 | 55.6 | 55.6 | 5.7 | 5.6 | 21.0 | 18.8 | 15.7 | 27.2 | 48.0 | 10.0 | 7.5 | 7.0 | 7.7 | 13.9 | 33.3 | 29.4 | 14.5 |
Standard Deviation(%) | NA | 6.9 | 13.9 | 16.8 | 20.8 | 20.6 | 6.0 | 11.2 | 18.9 | 23.5 | 18.1 | 27.2 | 41.1 | 16.1 | 10.0 | 10.3 | 11.2 | 17.1 | 25.9 | 21.5 | 22.8 |
Treynor Ratio | NA | 0.14 | 0.15 | 0.11 | 0.04 | 0.01 | 0.05 | 0.34 | 0.01 | 0.02 | 0.15 | 0.26 | -0.38 | 0.02 | 0.12 | 0.02 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.0 | -0.02 | -0.02 | -0.01 | -0.01 | -0.01 | 0.01 | -0.05 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | NA | NA | NA | NA |
Beta | NA | 0.35 | 0.8 | 0.92 | 0.98 | 0.98 | 0.29 | 0.94 | 0.95 | 0.99 | 0.99 | 1.0 | 1.01 | 1.02 | 0.98 | 1.0 | 0.98 | NA | NA | NA | NA |
RSquared | NA | 0.31 | 0.53 | 0.8 | 0.93 | 0.68 | 0.3 | 0.86 | 0.45 | 1.0 | 0.98 | 1.0 | 1.0 | 0.99 | 0.99 | 0.99 | 0.88 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 2.2 | 2.4 | 2.2 | 1.8 | N/A | 0.0 | 2.7 | 2.4 | 1.6 | 1.7 | 1.4 | 2.0 | 1.5 | 1.6 | 1.4 | 1.8 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | 51.0 | 43.9 | 39.9 | N/A | N/A | -100.0 | 29.5 | 45.6 | 10.3 | 50.9 | -56.2 | 31.8 | 7.5 | 21.4 | -16.8 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/14/2000
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
Top Rated Funds in LARGE BLEND
Best Mutual Funds
- LLPFX (LONGLEAF PARTNERS FUND LONGLEAF PARTNERS FUND) (100%)
- LMVTX (CLEARBRIDGE VALUE TRUST CLASS C) (100%)
- MPGFX (MAIRS & POWER GROWTH FUND INVESTOR CLASS) (100%)
- YACKX (AMG YACKTMAN FUND CLASS I) (99%)
- FMIHX (LARGE CAP FUND LARGE CAP FUND INVESTOR CLASS) (99%)
- FDGFX (FIDELITY DIVIDEND GROWTH FUND FIDELITY DIVIDEND GROWTH FUND) (99%)
- THPGX (THOMPSON LARGECAP FUND THOMPSON LARGECAP FUND) (99%)
- WVALX (VALUE FUND VALUE FUND - INVESTOR CLASS) (99%)
- OAKMX (OAKMARK FUND INVESTOR CLASS) (99%)
- SWANX (SCHWAB CORE EQUITY FUND INVESTOR SHARES) (99%)
Best ETFs
- SPY (SPDR S&P 500 ETF Trust) (100%)
- XLG (Invesco S&P 500® Top 50 ETF) (100%)
- IWB (iShares Russell 1000 ETF) (97%)
- IYY (iShares Dow Jones U.S. ETF) (96%)
- VTI (Vanguard Total Stock Market Index Fund ETF Shares) (96%)
- IWV (iShares Russell 3000 ETF) (96%)
- RSP (Invesco S&P 500® Equal Weight ETF) (96%)
- XLP (Consumer Staples Select Sector SPDR® Fund) (94%)
- DSI (iShares MSCI KLD 400 Social ETF) (93%)
- EPS (WisdomTree U.S. Earnings 500 Fund) (93%)
Best Closed End Funds
- ADX (Adams Diversified Equity Closed Fund) (95%)
- CLM (Cornerstone Strategic Value Fund Inc) (95%)
- CRF (Cornerstone Strategic Return Fund) (95%)
- ETB (Eaton Vance Tax Managed Buy Write Income Closed Fund) (95%)
- ETY (Eaton Vance Tax Managed Diversified Equity Income Closed Fund) (95%)
- FFA (First Trust Enhanced Equity Income Closed Fund) (94%)
- GAB (Gabelli Equity Trust Closed Fund) (94%)
- GGT (Gabelli MultiMedia Mutual Fund) (94%)
- USA (Liberty All Star Equity Closed Fund) (94%)
- GRF (Eagle Capital Growth Fund Inc) (94%)