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MOSSX: MASSMUTUAL SELECT OVERSEAS FUND CLASS R5 (MUTUAL FUND)
Basic Info 9.86 0.11(1.13%) July 08
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | (77%) |
Start Date: | 05/25/2001 |
Last Dividend Date: | 12/13/2024 |
12-Mo. Yield | 5.88% |
Expenses | 0.89% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/25/2001 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.4 | 19.5 | 15.8 | 14.6 | 11.6 | 6.6 | 7.4 | 6.3 | 5.7 | 0.5 | 18.8 | -15.0 | 13.1 | 9.0 | 26.5 | -16.3 | 27.0 | 2.5 | -2.3 | -6.4 | 22.4 | 22.7 | -13.1 | 11.0 | 41.8 | -39.7 | 2.2 | 27.8 | 11.7 | 14.7 | 30.4 | -12.5 | -14.0 |
Sharpe Ratio | NA | 2.28 | 0.86 | 0.7 | 0.54 | 0.28 | NA | NA | 0.24 | -0.49 | 1.07 | -0.68 | 1.01 | 0.26 | 2.13 | -1.24 | 3.32 | 0.12 | -0.14 | -0.57 | 1.71 | 1.28 | -0.46 | 0.51 | 1.43 | -1.01 | -0.05 | 2.0 | 0.99 | 1.05 | 2.12 | -0.79 | -1.56 |
Draw Down(%) | NA | 14.3 | 14.3 | 16.5 | 30.3 | 37.1 | NA | NA | 59.0 | 9.4 | 14.3 | 30.3 | 6.7 | 36.8 | 7.8 | 24.3 | 2.4 | 13.8 | 17.4 | 13.3 | 9.6 | 16.9 | 27.0 | 18.0 | 27.2 | 51.2 | 11.9 | 12.5 | 6.1 | 10.2 | 18.1 | 28.7 | 25.9 |
Standard Deviation(%) | NA | 17.6 | 15.8 | 16.1 | 17.0 | 18.1 | NA | NA | 19.4 | 12.5 | 13.7 | 24.2 | 13.0 | 33.2 | 11.8 | 14.3 | 8.0 | 19.0 | 16.2 | 11.3 | 13.1 | 17.9 | 28.9 | 21.5 | 29.1 | 40.1 | 16.3 | 12.3 | 9.7 | 13.0 | 14.0 | 17.2 | 15.8 |
Treynor Ratio | NA | 0.43 | 0.15 | 0.11 | 0.09 | 0.05 | NA | NA | 0.05 | -0.06 | 0.14 | -0.15 | 0.14 | 0.1 | 0.23 | -0.17 | 0.26 | 0.02 | -0.02 | -0.07 | 0.23 | 0.23 | -0.13 | 0.11 | 0.43 | -0.43 | -0.01 | 0.32 | 0.16 | 0.16 | 0.31 | -0.16 | -0.3 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | -0.02 | 0.0 | 0.0 | 0.0 | 0.02 | 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 | 0.0 | -0.02 |
Beta | NA | 0.92 | 0.93 | 0.99 | 1.04 | 0.99 | NA | NA | 0.95 | 0.96 | 1.02 | 1.1 | 0.97 | 0.88 | 1.08 | 1.03 | 1.02 | 1.06 | 1.02 | 0.98 | 0.97 | 1.01 | 1.05 | 0.98 | 0.96 | 0.93 | 0.86 | 0.77 | 0.59 | 0.88 | 0.95 | 0.82 | 0.83 |
RSquared | NA | 0.91 | 0.91 | 0.93 | 0.92 | 0.79 | NA | NA | 0.85 | 0.91 | 0.93 | 0.95 | 0.91 | 0.52 | 0.94 | 0.93 | 0.9 | 0.97 | 0.95 | 0.95 | 0.89 | 0.87 | 0.98 | 0.94 | 0.91 | 0.91 | 0.78 | 0.7 | 0.38 | 0.85 | 0.91 | 0.89 | 0.84 |
Yield(%) | N/A | 0.0 | 5.9 | 6.3 | 6.8 | 5.4 | 5.6 | 5.3 | N/A | 6.1 | 3.0 | 7.4 | 10.3 | 2.2 | 4.6 | 9.4 | 2.3 | 2.2 | 3.8 | 2.0 | 2.5 | 1.4 | 1.6 | 1.4 | 0.0 | 20.5 | 13.4 | 10.5 | 11.5 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 129.8 | -1.8 | 38.6 | -36.6 | N/A | N/A | N/A | 129.8 | -68.3 | -25.6 | 388.5 | -40.5 | -63.6 | 405.2 | 8.3 | -46.0 | 72.8 | -7.2 | 115.6 | -25.0 | 22.4 | N/A | -100.0 | 32.4 | 48.7 | -7.0 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/25/2001
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