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MPGLX: MASSMUTUAL PREMIER DISCIPLINED GROWTH FUND ADMINISTRATIVE CLASS (MUTUAL FUND)
Basic Info 11.52 0.01(0.09%) May 17
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (82%) |
Start Date: | 10/29/2004 |
Last Dividend Date: | 12/12/2023 |
12-Mo. Yield | 5.00% |
Expenses | 0.68% |
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Performance Analytics (As of 05/16/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 10/29/2004 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.6 | 16.6 | 41.0 | 11.4 | 16.7 | 14.3 | 16.2 | 11.4 | 39.4 | -31.9 | 31.2 | 31.0 | 33.2 | -4.9 | 28.4 | 5.9 | 4.4 | 12.3 | 35.8 | 16.0 | 2.1 | 16.5 | 34.9 | -38.9 | 11.5 | 9.2 | 5.4 | 7.5 |
Sharpe Ratio | NA | 2.66 | 2.41 | 0.19 | 0.38 | 0.45 | NA | 0.41 | 2.22 | -1.06 | 0.46 | 0.85 | 2.2 | -0.31 | 3.38 | 0.41 | 0.28 | 0.99 | 3.15 | 1.21 | 0.09 | 0.93 | 1.45 | -1.04 | 0.55 | 0.54 | 0.31 | 5.01 |
Draw Down(%) | NA | 6.6 | 9.5 | 56.8 | 56.8 | 56.8 | NA | 56.8 | 9.5 | 33.5 | 37.7 | 31.1 | 8.4 | 22.9 | 2.5 | 12.4 | 11.4 | 8.1 | 6.3 | 9.7 | 18.7 | 15.6 | 21.7 | 48.9 | 10.2 | 9.6 | 6.8 | 1.5 |
Standard Deviation(%) | NA | 16.1 | 15.1 | 44.3 | 38.6 | 29.2 | NA | 25.1 | 16.0 | 31.6 | 68.4 | 36.0 | 14.4 | 20.0 | 8.3 | 13.9 | 15.6 | 12.4 | 11.3 | 13.2 | 23.6 | 17.5 | 23.9 | 38.1 | 15.4 | 11.1 | 10.5 | 10.2 |
Treynor Ratio | NA | 0.51 | 0.44 | 0.09 | 0.16 | 0.14 | NA | 0.11 | 0.43 | -0.41 | 0.25 | 0.32 | 0.48 | -0.07 | 0.3 | 0.06 | 0.05 | 0.14 | 0.4 | 0.19 | 0.02 | 0.18 | 0.36 | -0.39 | 0.09 | 0.07 | 0.04 | 0.61 |
Alpha | NA | 0.06 | 0.03 | 0.05 | 0.03 | 0.01 | NA | 0.01 | 0.01 | 0.01 | 0.13 | -0.07 | 0.01 | -0.02 | 0.0 | 0.03 | -0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.02 | 0.01 | 0.0 | 0.01 | 0.03 | -0.02 | 0.01 |
Beta | NA | 0.83 | 0.82 | 0.93 | 0.93 | 0.91 | NA | 0.92 | 0.82 | 0.82 | 1.26 | 0.97 | 0.66 | 0.94 | 0.92 | 0.89 | 0.94 | 0.88 | 0.91 | 0.86 | 0.88 | 0.9 | 0.95 | 1.01 | 0.92 | 0.82 | 0.84 | 0.84 |
RSquared | NA | 0.94 | 0.94 | 0.27 | 0.39 | 0.45 | NA | 0.59 | 0.94 | 0.91 | 0.13 | 0.93 | 0.69 | 0.97 | 0.93 | 0.89 | 0.96 | 0.95 | 0.92 | 0.9 | 0.98 | 0.97 | 0.96 | 0.97 | 0.95 | 0.9 | 0.88 | 0.92 |
Yield(%) | N/A | 0.0 | 4.9 | 16.4 | 16.8 | 14.0 | 21.0 | N/A | 5.7 | 3.2 | 46.5 | 5.1 | 14.8 | 23.1 | 14.5 | 8.5 | 8.1 | 13.9 | 23.8 | 2.0 | 0.0 | 1.0 | 1.3 | 0.6 | 3.8 | 0.3 | 0.2 | 0.5 |
Dividend Growth(%) | N/A | -100.0 | 13.4 | 45.3 | 11.3 | N/A | N/A | N/A | 13.5 | -94.2 | 1010.5 | -58.7 | -53.4 | 81.6 | 71.6 | -1.0 | -42.2 | -38.1 | 1310.5 | N/A | -100.0 | 0.0 | 33.3 | -83.3 | 1100.0 | 50.0 | -50.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/29/2004
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