Find A Portfolio/Ticker
Comparison Box
MSVYX: MASSMUTUAL PREMIER SMALL CAP OPPORTUNITIES FUND SERVICE CLASS (MUTUAL FUND)
Basic Info 17.25 0.03(0.17%) May 30
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (67%) |
| Start Date: | 11/19/2001 |
| Last Dividend Date: | 12/12/2024 |
| 12-Mo. Yield | 0.38% |
| Expenses | 0.75% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 05/30/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/19/2001 |
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(%) | 1.3 | -1.9 | -1.3 | 3.2 | 6.6 | 5.2 | 9.0 | 3.2 | 3.8 | 4.2 | 12.4 | -16.3 | 10.9 | 11.6 | 26.1 | -10.9 | 14.3 | 18.2 | -5.9 | 12.5 | 41.0 | 18.2 | -2.2 | 23.8 | 36.9 | -38.1 | -20.2 | -25.8 | -8.2 | 30.6 | 31.7 | -19.5 | -3.0 |
| Sharpe Ratio | NA | -0.27 | -0.18 | 0.0 | 0.19 | 0.16 | NA | NA | 0.1 | -0.12 | 0.43 | -0.68 | 0.47 | 0.26 | 1.61 | -0.7 | 1.23 | 1.07 | -0.37 | 0.81 | 3.02 | 1.16 | -0.07 | 1.08 | 0.95 | -0.86 | -0.86 | -0.72 | -0.6 | 1.25 | 1.94 | -0.87 | -0.83 |
| Draw Down(%) | NA | 22.4 | 30.3 | 30.3 | 34.7 | 42.3 | NA | NA | 78.2 | 15.4 | 17.0 | 24.6 | 19.1 | 42.3 | 8.3 | 27.2 | 5.8 | 13.3 | 16.1 | 10.7 | 5.2 | 13.3 | 27.6 | 17.8 | 36.6 | 54.1 | 31.2 | 34.1 | 11.9 | 11.5 | 12.5 | 29.2 | 8.1 |
| Standard Deviation(%) | NA | 28.9 | 25.4 | 22.5 | 23.6 | 23.2 | NA | NA | 25.4 | 20.4 | 19.2 | 26.1 | 23.0 | 44.0 | 15.3 | 17.5 | 11.2 | 16.8 | 16.0 | 15.4 | 13.5 | 15.7 | 30.1 | 21.9 | 38.7 | 45.3 | 27.0 | 40.4 | 17.1 | 23.7 | 16.0 | 23.6 | 30.3 |
| Treynor Ratio | NA | -0.08 | -0.04 | 0.0 | 0.05 | 0.04 | NA | NA | 0.03 | -0.02 | 0.08 | -0.19 | 0.1 | 0.11 | 0.24 | -0.12 | 0.13 | 0.18 | -0.06 | 0.12 | 0.43 | 0.2 | -0.02 | 0.26 | 0.34 | -0.38 | -0.25 | -0.34 | -0.11 | 0.32 | 0.36 | -0.24 | -0.32 |
| Alpha | NA | 0.03 | -0.02 | -0.01 | -0.02 | -0.01 | NA | NA | -0.02 | -0.04 | -0.02 | 0.0 | -0.03 | -0.02 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | 0.02 | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | -0.09 | -0.15 | -0.06 | 0.05 | -0.02 | -0.01 | -0.28 |
| Beta | NA | 1.0 | 1.04 | 1.0 | 1.02 | 1.02 | NA | NA | 0.99 | 1.07 | 0.99 | 0.95 | 1.07 | 1.05 | 1.01 | 1.01 | 1.03 | 0.97 | 1.02 | 1.04 | 0.95 | 0.93 | 0.95 | 0.91 | 1.08 | 1.01 | 0.94 | 0.87 | 0.97 | 0.93 | 0.87 | 0.86 | 0.79 |
| RSquared | NA | 0.98 | 0.88 | 0.92 | 0.88 | 0.92 | NA | NA | 0.82 | 0.82 | 0.92 | 0.98 | 0.79 | 0.95 | 0.93 | 0.96 | 0.87 | 0.95 | 0.96 | 0.94 | 0.92 | 0.91 | 0.99 | 0.99 | 0.98 | 0.99 | 0.45 | 0.15 | 0.69 | 0.36 | 0.93 | 0.83 | 0.26 |
| Yield(%) | N/A | 0.0 | 0.4 | 0.4 | 0.4 | 3.7 | 6.9 | 2.6 | N/A | 0.4 | 0.2 | 0.6 | 0.0 | 0.5 | 0.8 | 9.5 | 13.5 | 4.0 | 9.9 | 15.9 | 1.2 | 1.3 | 0.5 | 0.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 100.0 | 19.9 | -94.7 | 100.5 | N/A | N/A | N/A | 100.0 | -70.5 | N/A | -100.0 | -18.6 | -93.1 | -29.1 | 298.6 | -66.7 | -40.2 | 1663.8 | 11.0 | 144.2 | -14.8 | N/A | N/A | 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 11/19/2001
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See SMALL BLEND Asset Class Trend Rankings |
Top Rated Funds in SMALL BLEND
Best Mutual Funds
- NAESX (VANGUARD SMALL-CAP INDEX FUND INVESTOR SHARES) 0.34% (99%)
- DFSCX (U.S. MICRO CAP PORTFOLIO U.S. MICRO CAP PORTFOLIO - INSTITUTIONAL CLASS) 0.33% (99%)
- IASCX (VOYA SMALL COMPANY PORTFOLIO CLASS ADV) 0.44% (99%)
- RDVIX (ROYCE DIVIDEND VALUE FUND INVESTMENT CLASS) 0.52% (96%)
- RMCFX (ROYCE MICRO-CAP FUND SERVICE CLASS) 0.91% (96%)
- RSEFX (ROYCE SPECIAL EQUITY FUND SERVICE CLASS) 0.64% (95%)
- RSEIX (ROYCE SPECIAL EQUITY FUND INSTITUTIONAL CLASS) 0.65% (95%)
- RSQCX (ROYCE SPECIAL EQUITY FUND CONSULTANT CLASS) 0.63% (95%)
- RTRIX (ROYCE TOTAL RETURN FUND INSTITUTIONAL CLASS) 0.43% (94%)
- RYDVX (ROYCE DIVIDEND VALUE FUND SERVICE CLASS) 0.33% (94%)
Best ETFs
- IWM (iShares Russell 2000 ETF) 0.51% (99%)
- IWC (iShares Micro-Cap ETF) 0.29% (98%)
- EES (WisdomTree U.S. SmallCap Fund) 0.48% (98%)
- FDM (First Trust Dow Jones Select MicroCap Index Fund) 0.52% (98%)
- FYX (First Trust Small Cap Core AlphaDEX Fund) 0.64% (97%)
- IJR (iShares Core S&P Small Cap ETF) 0.44% (97%)
- PRFZ (Invesco FTSE RAFI US 1500 Small-Mid ETF) 0.33% (97%)
- RWJ (Invesco S&P SmallCap 600 Revenue ETF) 0.77% (97%)
- VB (Vanguard Small-Cap ETF) 0.36% (96%)
- SCHA (Schwab U.S. Small-Cap ETF) 0.58% (23%)
Best Closed End Funds
* Day change on 05/30/2025.Latest Articles Related to MSVYX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
