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MPHZX: MASSMUTUAL PREMIER HIGH YIELD FUND CLASS I (MUTUAL FUND)
Basic Info 7.81 0.01(0.13%) April 24
Asset Class: | High Yield Bond |
MyPlanIQ Rating: | (4%) |
Start Date: | 03/02/2011 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 2.08% |
Expenses | 0.65% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 03/02/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.5 | 0.7 | 9.4 | 2.0 | 3.7 | 4.3 | 5.9 | 7.6 | -10.9 | 7.5 | 4.9 | 13.5 | -2.8 | 7.7 | 15.2 | -0.7 | 2.2 | 11.2 | 17.0 | 1.9 |
Sharpe Ratio | NA | -0.84 | 1.12 | -0.08 | 0.26 | 0.54 | 0.81 | 0.65 | -1.6 | 2.79 | 0.33 | 4.29 | -1.39 | 3.29 | 3.69 | -0.21 | 0.74 | 4.1 | 1.61 | 0.45 |
Draw Down(%) | NA | 1.8 | 3.2 | 15.0 | 22.3 | 22.3 | 22.3 | 4.9 | 15.0 | 2.0 | 22.3 | 1.4 | 6.0 | 1.8 | 4.1 | 6.6 | 6.7 | 4.2 | 7.0 | 8.3 |
Standard Deviation(%) | NA | 3.5 | 4.6 | 5.8 | 7.9 | 6.0 | 6.2 | 5.3 | 7.7 | 2.7 | 14.2 | 2.8 | 3.0 | 2.2 | 4.1 | 3.3 | 3.0 | 2.7 | 10.6 | 5.1 |
Treynor Ratio | NA | -0.03 | 0.06 | 0.0 | 0.02 | 0.04 | 0.06 | 0.04 | -0.13 | 0.11 | 0.04 | 0.19 | -0.06 | 0.15 | 0.22 | -0.01 | 0.04 | 0.19 | 0.28 | 0.03 |
Alpha | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | -0.01 | 0.02 | 0.0 | 0.01 | -0.01 | 0.02 | 0.03 | 0.0 | 0.0 | 0.03 | 0.03 | 0.0 |
Beta | NA | 0.89 | 0.9 | 0.93 | 1.0 | 0.91 | 0.88 | 0.81 | 0.95 | 0.67 | 1.09 | 0.63 | 0.66 | 0.48 | 0.67 | 0.66 | 0.62 | 0.6 | 0.62 | 0.76 |
RSquared | NA | 0.84 | 0.86 | 0.83 | 0.7 | 0.67 | 0.52 | 0.76 | 0.85 | 0.35 | 0.66 | 0.58 | 0.66 | 0.4 | 0.68 | 0.63 | 0.51 | 0.5 | 0.03 | 0.74 |
Yield(%) | N/A | 1.8 | 6.7 | 6.1 | 6.0 | 5.9 | N/A | 6.6 | 5.4 | 6.2 | 5.4 | 6.8 | 5.8 | 6.7 | 6.9 | 6.6 | 9.6 | 9.0 | 8.2 | 6.4 |
Dividend Growth(%) | N/A | -71.4 | 6.2 | 5.8 | -16.2 | N/A | N/A | 2.1 | -11.1 | 12.5 | -14.3 | 7.7 | -13.3 | 5.3 | -3.4 | -36.6 | 9.4 | 19.7 | 22.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/02/2011
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