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MOSAX: MASSMUTUAL SELECT OVERSEAS FUND CLASS A (MUTUAL FUND)
Basic Info 8.69 0.07(0.81%) May 03
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | (50%) |
Start Date: | 12/27/2002 |
Last Dividend Date: | 12/13/2023 |
12-Mo. Yield | 2.28% |
Expenses | 1.49% |
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Performance Analytics (As of 05/03/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/23/2003 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.5 | 1.9 | 5.7 | 2.0 | 6.2 | 4.3 | 7.7 | 5.6 | 6.8 | 18.3 | -15.4 | 12.6 | 8.5 | 26.0 | -16.8 | 26.4 | 2.1 | -2.7 | -6.8 | 21.9 | 22.5 | -13.6 | 11.0 | 41.2 | -39.8 | 1.7 | 27.4 | 10.5 | 14.6 | 30.1 | 1.5 |
Sharpe Ratio | NA | 0.18 | 0.15 | -0.02 | 0.22 | 0.18 | NA | NA | 0.29 | 1.02 | -0.69 | 0.97 | 0.25 | 2.06 | -1.27 | 3.28 | 0.1 | -0.17 | -0.59 | 1.67 | 1.26 | -0.47 | 0.51 | 1.43 | -1.01 | -0.08 | 1.97 | 0.87 | 1.05 | 2.11 | 101.0 |
Draw Down(%) | NA | 5.2 | 14.4 | 30.5 | 36.7 | 37.7 | NA | NA | 59.2 | 14.4 | 30.5 | 6.8 | 36.7 | 7.9 | 24.6 | 2.3 | 13.9 | 17.5 | 13.5 | 9.6 | 16.9 | 27.1 | 17.8 | 27.1 | 51.2 | 12.1 | 12.4 | 6.2 | 10.2 | 18.0 | 0.0 |
Standard Deviation(%) | NA | 10.9 | 12.3 | 17.6 | 20.8 | 17.8 | NA | NA | 19.8 | 13.8 | 24.4 | 12.9 | 33.0 | 12.0 | 14.3 | 7.9 | 19.1 | 16.1 | 11.5 | 13.1 | 18.0 | 28.8 | 21.5 | 28.9 | 40.2 | 16.3 | 12.3 | 9.7 | 12.9 | 13.9 | 5.2 |
Treynor Ratio | NA | 0.02 | 0.02 | 0.0 | 0.04 | 0.03 | NA | NA | 0.06 | 0.14 | -0.15 | 0.13 | 0.08 | 0.22 | -0.18 | 0.26 | 0.02 | -0.03 | -0.07 | 0.22 | 0.22 | -0.13 | 0.11 | 0.43 | -0.44 | -0.02 | 0.32 | 0.14 | 0.16 | 0.31 | -2.08 |
Alpha | NA | -0.03 | -0.02 | -0.01 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.02 | 0.0 | 0.01 | 0.04 | 0.0 | -0.03 | 0.03 | 0.01 | -0.01 | -0.01 | 2.94 |
Beta | NA | 0.96 | 0.98 | 1.05 | 1.04 | 1.04 | NA | NA | 0.98 | 1.02 | 1.09 | 0.96 | 1.04 | 1.09 | 1.03 | 1.01 | 1.07 | 1.02 | 1.0 | 0.98 | 1.01 | 1.04 | 0.98 | 0.96 | 0.93 | 0.86 | 0.77 | 0.58 | 0.87 | 0.94 | -2.52 |
RSquared | NA | 0.93 | 0.93 | 0.92 | 0.93 | 0.94 | NA | NA | 0.9 | 0.92 | 0.91 | 0.91 | 0.95 | 0.94 | 0.93 | 0.89 | 0.97 | 0.95 | 0.96 | 0.91 | 0.87 | 0.98 | 0.94 | 0.9 | 0.91 | 0.78 | 0.7 | 0.38 | 0.85 | 0.9 | 1.0 |
Yield(%) | N/A | 0.0 | 2.3 | 5.9 | 5.4 | 4.2 | 5.7 | 5.4 | N/A | 2.6 | 7.1 | 9.9 | 1.8 | 4.1 | 9.0 | 1.8 | 1.7 | 3.0 | 1.7 | 2.2 | 1.1 | 1.4 | 1.5 | 0.0 | 20.3 | 13.1 | 10.2 | 10.6 | 0.0 | 0.0 | 0.1 |
Dividend Growth(%) | N/A | -100.0 | -72.1 | 35.6 | 46.4 | -43.7 | N/A | N/A | N/A | -72.1 | -26.1 | 475.0 | -44.8 | -66.7 | 521.4 | 7.7 | -45.8 | 60.0 | -11.8 | 142.9 | -30.0 | 0.0 | N/A | -100.0 | 34.9 | 48.2 | -0.9 | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/23/2003
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