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MTSAX: MassMutual Select Strategic Balanced A (MUTUAL FUND)
Basic Info
Asset Class: | Moderate Allocation |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/30/2004 |
Last Dividend Date: | 12/15/2011 |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 02/07/2013)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 01/30/2004 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -4.0 | 4.5 | 1.7 | 2.9 | 0.0 | 2.0 | -2.1 | 11.8 | 28.5 | -26.5 | 2.1 | 11.5 | 3.3 | 4.6 |
Sharpe Ratio | NA | -0.66 | 0.37 | 0.09 | 0.14 | 0.0 | 0.29 | -0.14 | 0.97 | 1.84 | -1.11 | -0.1 | 1.26 | 0.19 | 0.54 |
Draw Down(%) | NA | 8.0 | 14.7 | 38.3 | 39.9 | 0.0 | 8.0 | 14.7 | 9.9 | 17.7 | 36.9 | 6.3 | 5.9 | 4.9 | 7.1 |
Standard Deviation(%) | NA | 6.1 | 12.0 | 16.1 | 13.0 | NA | 6.7 | 16.0 | 12.1 | 15.5 | 24.6 | 9.2 | 6.6 | 6.0 | 7.4 |
Treynor Ratio | NA | -0.08 | 0.04 | 0.02 | 0.02 | NA | 0.04 | -0.02 | 0.11 | 0.32 | -0.29 | -0.01 | 0.09 | 0.01 | 0.04 |
Alpha | NA | -0.04 | -0.03 | -0.03 | -0.01 | 0.0 | -0.02 | -0.03 | -0.01 | 0.03 | -0.03 | -0.02 | 0.0 | 0.0 | -0.01 |
Beta | NA | 0.5 | 1.03 | 0.96 | 0.96 | 0.0 | 0.56 | 1.15 | 1.1 | 0.9 | 0.93 | 0.98 | 0.95 | 0.88 | 0.97 |
RSquared | NA | 0.36 | 0.85 | 0.83 | 0.85 | 0.0 | 0.37 | 0.96 | 0.94 | 0.93 | 0.79 | 0.95 | 0.93 | 0.92 | 0.87 |
Yield(%) | N/A | 0.0 | 1.3 | 2.0 | N/A | 0.0 | 0.0 | 2.0 | 1.5 | 2.7 | 4.8 | 7.1 | 3.3 | 2.3 | 1.7 |
Dividend Growth(%) | N/A | -100.0 | -77.1 | N/A | N/A | N/A | -100.0 | 50.0 | -30.0 | -61.5 | -35.8 | 131.4 | 45.8 | 41.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/30/2004
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