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MSGSX: MASSMUTUAL SELECT SMALL CAP GROWTH EQUITY FUND CLASS R5 (MUTUAL FUND)
Basic Info 15.17 0.19(1.27%) May 24
Asset Class: | Small Growth |
MyPlanIQ Rating: | (83%) |
Start Date: | 05/21/1999 |
Last Dividend Date: | 12/16/2021 |
12-Mo. Yield | 0.00% |
Expenses | 1.42% |
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Performance Analytics (As of 05/24/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/24/1999 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.1 | 6.5 | 21.5 | -0.8 | 9.8 | 10.1 | 13.4 | 9.8 | 8.6 | 16.9 | -26.0 | 9.6 | 40.5 | 35.0 | -4.9 | 24.8 | 7.9 | -3.4 | 6.0 | 48.0 | 13.5 | -5.4 | 23.1 | 39.3 | -39.7 | 8.5 | 9.5 | 11.2 | 13.8 | 44.1 | -25.3 | -11.4 | -15.4 | 53.8 |
Sharpe Ratio | NA | 0.78 | 1.01 | -0.14 | 0.31 | 0.4 | NA | NA | 0.31 | 0.69 | -0.92 | 0.43 | 1.04 | 2.02 | -0.3 | 2.05 | 0.41 | -0.2 | 0.35 | 3.36 | 0.8 | -0.17 | 1.05 | 1.27 | -0.99 | 0.3 | 0.43 | 0.7 | 0.82 | 2.67 | -1.13 | -0.52 | -0.51 | 5.59 |
Draw Down(%) | NA | 7.7 | 16.3 | 37.6 | 38.6 | 38.6 | NA | NA | 63.3 | 16.3 | 32.3 | 13.7 | 38.6 | 8.9 | 27.8 | 5.9 | 19.2 | 16.3 | 12.6 | 4.4 | 12.7 | 30.7 | 17.3 | 26.5 | 53.4 | 12.0 | 14.1 | 8.0 | 16.0 | 11.2 | 35.5 | 33.7 | 42.1 | 11.8 |
Standard Deviation(%) | NA | 17.3 | 17.5 | 22.9 | 26.4 | 22.3 | NA | NA | 23.6 | 18.4 | 29.9 | 22.4 | 38.6 | 16.7 | 20.6 | 11.8 | 18.7 | 16.6 | 17.3 | 14.3 | 17.0 | 32.2 | 22.0 | 30.8 | 40.9 | 18.3 | 14.4 | 13.0 | 15.7 | 16.3 | 23.2 | 26.8 | 38.2 | 17.5 |
Treynor Ratio | NA | 0.14 | 0.19 | -0.03 | 0.08 | 0.09 | NA | NA | 0.08 | 0.14 | -0.31 | 0.09 | 0.4 | 0.32 | -0.06 | 0.22 | 0.07 | -0.03 | 0.06 | 0.5 | 0.14 | -0.05 | 0.25 | 0.42 | -0.43 | 0.06 | 0.07 | 0.11 | 0.15 | 0.55 | -0.29 | -0.14 | -0.2 | 0.97 |
Alpha | NA | 0.02 | 0.01 | 0.0 | 0.01 | 0.01 | NA | NA | 0.0 | -0.02 | 0.0 | 0.02 | 0.02 | 0.0 | 0.01 | 0.0 | -0.01 | 0.0 | 0.01 | 0.03 | -0.01 | -0.02 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.03 | -0.06 | -0.04 | -0.05 | 0.16 |
Beta | NA | 0.94 | 0.93 | 0.92 | 0.96 | 0.99 | NA | NA | 0.95 | 0.92 | 0.89 | 1.04 | 1.01 | 1.05 | 1.06 | 1.12 | 1.05 | 1.02 | 1.08 | 0.97 | 0.96 | 0.99 | 0.91 | 0.93 | 0.94 | 0.98 | 0.84 | 0.85 | 0.83 | 0.8 | 0.89 | 0.99 | 0.97 | 1.01 |
RSquared | NA | 0.95 | 0.96 | 0.93 | 0.96 | 0.96 | NA | NA | 0.94 | 0.95 | 0.94 | 0.93 | 0.99 | 0.97 | 0.98 | 0.94 | 0.96 | 0.96 | 0.97 | 0.95 | 0.93 | 0.99 | 0.98 | 0.98 | 0.99 | 0.96 | 0.96 | 0.94 | 0.94 | 0.91 | 0.92 | 0.87 | 0.82 | 0.71 |
Yield(%) | N/A | 0.0 | 0.0 | 7.5 | 10.5 | 9.9 | 15.1 | 11.0 | N/A | 0.0 | 0.0 | 23.8 | 9.5 | 14.8 | 17.3 | 6.5 | 0.0 | 21.1 | 19.5 | 20.9 | 6.4 | 11.8 | 1.0 | 0.0 | 0.0 | 7.3 | 6.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | -24.4 | -27.9 | 110.8 | N/A | N/A | N/A | N/A | -100.0 | 220.8 | -22.6 | -33.8 | 214.0 | N/A | -100.0 | -6.5 | 12.8 | 259.9 | -56.7 | 1352.4 | N/A | N/A | -100.0 | 6.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/24/1999
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