Find A Portfolio/Ticker
Comparison Box
MMQAX: MASSMUTUAL SELECT SMALL CAP VALUE EQUITY FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (26%) |
| Start Date: | 04/11/2006 |
| Last Dividend Date: | 01/24/2025 |
| 12-Mo. Yield | 112.46% |
| Expenses | 1.16% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 04/22/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/11/2006 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -11.3 | -13.0 | -11.5 | -0.9 | -2.0 | 60.0 | 44.5 | -4.1 | -1.0 | -23.6 | -7.0 | 3.2 | 25.9 | -14.8 | 9.0 | 23.5 | -4.4 | 5.8 | 39.3 | 18.8 | -4.3 | 28.5 | 21.1 | -33.3 | -12.4 | 12.2 |
| Sharpe Ratio | NA | -1.32 | -0.77 | -0.6 | -0.12 | -0.14 | NA | 0.03 | -0.48 | -0.23 | -0.81 | -0.2 | 0.06 | 1.49 | -0.95 | 0.65 | 1.33 | -0.28 | 0.41 | 2.7 | 1.09 | -0.13 | 1.2 | 0.54 | -0.71 | -0.69 | 0.77 |
| Draw Down(%) | NA | 15.8 | 30.8 | 36.5 | 53.9 | 53.9 | NA | 65.7 | 18.9 | 17.2 | 26.6 | 29.7 | 46.0 | 10.6 | 27.4 | 8.7 | 11.8 | 14.3 | 11.4 | 6.3 | 14.7 | 30.5 | 20.5 | 37.7 | 49.1 | 21.9 | 12.0 |
| Standard Deviation(%) | NA | 27.0 | 25.0 | 26.3 | 29.4 | 26.2 | NA | 26.9 | 22.5 | 23.4 | 30.8 | 35.1 | 46.7 | 16.5 | 16.9 | 12.9 | 17.6 | 15.4 | 14.3 | 14.5 | 17.4 | 32.6 | 23.8 | 38.7 | 47.9 | 22.3 | 18.1 |
| Treynor Ratio | NA | -9.05 | -0.39 | -0.2 | -0.04 | -0.04 | NA | 0.01 | -0.1 | -0.06 | -0.27 | -0.06 | 0.03 | 0.23 | -0.17 | 0.07 | 0.24 | -0.05 | 0.06 | 0.38 | 0.19 | -0.04 | 0.3 | 0.2 | -0.32 | -0.13 | 0.13 |
| Alpha | NA | -0.15 | -0.06 | -0.05 | -0.04 | -0.03 | NA | -0.02 | -0.07 | -0.06 | -0.03 | -0.09 | -0.06 | -0.01 | -0.03 | -0.04 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | -0.05 | 0.03 | -0.05 | 0.03 |
| Beta | NA | 0.04 | 0.5 | 0.8 | 0.94 | 0.98 | NA | 1.02 | 1.11 | 0.92 | 0.93 | 1.13 | 1.1 | 1.06 | 0.96 | 1.2 | 0.99 | 0.97 | 0.97 | 1.02 | 1.02 | 1.03 | 0.96 | 1.07 | 1.06 | 1.16 | 1.09 |
| RSquared | NA | 0.0 | 0.21 | 0.48 | 0.54 | 0.69 | NA | 0.83 | 0.72 | 0.55 | 0.7 | 0.44 | 0.92 | 0.88 | 0.93 | 0.89 | 0.89 | 0.94 | 0.93 | 0.92 | 0.91 | 0.98 | 0.93 | 0.98 | 0.97 | 0.93 | 0.97 |
| Yield(%) | N/A | 102.1 | 112.5 | 39.1 | 42.1 | 14.7 | 18.2 | N/A | 12.3 | 16.0 | 13.4 | 28.0 | 3.1 | 10.9 | 28.3 | 11.7 | 6.3 | 3.3 | 0.2 | 0.0 | 0.5 | 0.0 | 0.9 | 0.6 | 0.9 | 1.9 | 0.4 |
| Dividend Growth(%) | N/A | 695.7 | 581.2 | 153.9 | 62.5 | N/A | N/A | N/A | -24.0 | -9.5 | -54.4 | 801.4 | -67.1 | -77.8 | 135.6 | 125.1 | 75.6 | 1932.0 | 400.0 | -88.1 | N/A | -100.0 | 86.1 | -58.1 | -57.8 | 385.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/11/2006
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 SMALL BLEND Asset Class Trend Rankings |
Top Rated Funds in SMALL BLEND
Best Mutual Funds
- NAESX (VANGUARD SMALL-CAP INDEX FUND INVESTOR SHARES) (99%)
- DFSCX (U.S. MICRO CAP PORTFOLIO U.S. MICRO CAP PORTFOLIO - INSTITUTIONAL CLASS) (99%)
- IASCX (VOYA SMALL COMPANY PORTFOLIO CLASS ADV) (99%)
- RDVIX (ROYCE DIVIDEND VALUE FUND INVESTMENT CLASS) (96%)
- RMCFX (ROYCE MICRO-CAP FUND SERVICE CLASS) (96%)
- RSEFX (ROYCE SPECIAL EQUITY FUND SERVICE CLASS) (95%)
- RSEIX (ROYCE SPECIAL EQUITY FUND INSTITUTIONAL CLASS) (95%)
- RSQCX (ROYCE SPECIAL EQUITY FUND CONSULTANT CLASS) (95%)
- RTRIX (ROYCE TOTAL RETURN FUND INSTITUTIONAL CLASS) (94%)
- RYDVX (ROYCE DIVIDEND VALUE FUND SERVICE CLASS) (94%)
Best ETFs
- IWM (iShares Russell 2000 ETF) (99%)
- IWC (iShares Micro-Cap ETF) (98%)
- EES (WisdomTree U.S. SmallCap Fund) (98%)
- FDM (First Trust Dow Jones Select MicroCap Index Fund) (98%)
- FYX (First Trust Small Cap Core AlphaDEX Fund) (97%)
- IJR (iShares Core S&P Small Cap ETF) (97%)
- PRFZ (Invesco FTSE RAFI US 1500 Small-Mid ETF) (97%)
- RWJ (Invesco S&P SmallCap 600 Revenue ETF) (97%)
- VB (Vanguard Small-Cap ETF) (96%)
- SCHA (Schwab U.S. Small-Cap ETF) (23%)
Best Closed End Funds
* Day change on 04/22/2025.Latest Articles Related to MMQAX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
