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MassMutual Transitions Select Variable Annuity
MassMutual Transitions Select Variable Annuity Asset Allocation Composite Moderate
MassMutual Transitions Select Variable Annuity Asset Allocation Composite Moderate
live (public) 0.54% August 28
Delayed
Holdings (As of 06/30/2020)
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| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| General Bond | MSBAX (MASSMUTUAL SELECT STRATEGIC BOND FUND CLASS A) | 0.28% | MML Babson Managed Bond (Service Class) | 78.71% |
| US Equity | TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) | 1.31% | MML T. Rowe Price Blue Chip Growth (Service Class) | 15.80% |
| Real Estate | IGLIX (VOYA GLOBAL REAL ESTATE FUND CLASS I) | ING Global Real Estate(d) | 3.09% | |
| International Equity | OIGYX (Oppenheimer International Growth Y) | 0.05% | Oppenheimer International Growth (Service) | 1.19% |
| International Equity | NBIIX (NEUBERGER BERMAN INTERNATIONAL EQUITY FUND INSTITUTIONAL CLASS) | 0.08% | MML Neuberger Berman Global (Service Class I)(h) | 1.21% |
* Day change on 05/29/2020.
Previous
Beta
Performance (As of 08/28/2020)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| MassMutual Transitions Select Variable Annuity Asset Allocation Composite Moderate | -10.2% | -7.4% | 0.3% | 1.9% | 5.7% | 6.3% |
| VFINX (Vanguard (S&P 500) Index) | 1.2% | 13.8% | 16.5% | 16.7% | 12.7% | 14.0% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | -0.4% | 4.4% | 6.8% | 6.6% | 6.7% | 8.3% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 15 Yr | 20 Yr | Since 01/02/2001 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.0 | -7.4 | 0.3 | 1.9 | 5.7 | 6.3 | 6.0 | 0.0 | 7.2 | -4.3 | 11.8 | -6.9 | 14.2 | 8.3 | -2.3 | 4.0 | 12.3 | 14.7 | -2.1 | 17.2 | 28.1 | -14.2 | 7.5 | 9.6 | 4.1 | 11.2 | 33.1 | 5.4 | -0.3 |
| Sharpe Ratio | NA | -0.31 | 0.03 | 0.37 | 0.56 | NA | NA | NA | 0.69 | -0.26 | 1.25 | -0.9 | 2.85 | 1.2 | -0.36 | 0.62 | 1.55 | 1.82 | -0.15 | 1.64 | 2.81 | -1.31 | 0.4 | 0.82 | 0.28 | 1.3 | 4.29 | 1.04 | -0.53 |
| Draw Down(%) | NA | 26.4 | 26.4 | 26.4 | 26.4 | NA | NA | NA | 26.4 | 24.6 | 4.8 | 13.7 | 2.2 | 4.3 | 7.4 | 6.0 | 8.3 | 7.3 | 14.4 | 9.2 | 6.8 | 20.4 | 8.6 | 9.4 | 6.0 | 7.5 | 3.1 | 4.8 | 5.6 |
| Standard Deviation(%) | NA | 15.0 | 10.8 | 9.2 | 9.3 | NA | NA | NA | 9.0 | 17.1 | 8.3 | 9.2 | 4.7 | 6.7 | 6.6 | 6.5 | 7.9 | 8.1 | 14.7 | 10.4 | 9.9 | 11.5 | 11.0 | 7.8 | 6.7 | 7.9 | 7.6 | 4.1 | 4.8 |
| Treynor Ratio | NA | -0.13 | 0.01 | 0.09 | 0.12 | NA | NA | NA | 0.24 | -0.12 | 0.22 | -0.16 | 0.25 | 0.26 | -0.09 | 0.08 | 0.19 | 0.25 | -0.04 | 0.41 | 2.27 | 23.73 | 0.07 | 0.09 | 0.04 | 0.18 | 1.49 | -1.84 | -0.72 |
| Alpha | NA | -0.05 | -0.02 | 0.0 | 0.0 | NA | NA | NA | 0.02 | -0.05 | -0.01 | -0.02 | 0.01 | 0.02 | -0.01 | -0.01 | -0.02 | 0.02 | -0.01 | 0.04 | 0.09 | -0.06 | 0.01 | 0.0 | 0.01 | 0.02 | 0.09 | 0.01 | -0.01 |
| Beta | NA | 0.37 | 0.41 | 0.38 | 0.45 | NA | NA | NA | 0.26 | 0.37 | 0.48 | 0.51 | 0.55 | 0.32 | 0.27 | 0.52 | 0.64 | 0.6 | 0.6 | 0.42 | 0.12 | -0.01 | 0.63 | 0.67 | 0.55 | 0.58 | 0.22 | -0.02 | 0.04 |
| RSquared | NA | 0.68 | 0.73 | 0.64 | 0.71 | NA | NA | NA | 0.32 | 0.77 | 0.53 | 0.88 | 0.6 | 0.38 | 0.4 | 0.85 | 0.81 | 0.88 | 0.92 | 0.52 | 0.11 | 0.0 | 0.85 | 0.75 | 0.7 | 0.66 | 0.24 | 0.02 | 0.02 |
| Sortino Ratio | NA | -0.36 | 0.04 | 0.46 | 0.73 | NA | NA | NA | 0.94 | -0.31 | 1.57 | -1.15 | 4.75 | 1.61 | -0.46 | 0.87 | 2.13 | 2.75 | -0.19 | 2.33 | 4.34 | -1.72 | 0.54 | 1.17 | 0.4 | 1.81 | 7.06 | 1.65 | -0.77 |
| Yield(%) | N/A | 0.9 | 3.5 | 3.7 | 5.6 | 7.9 | 7.9 | 10.6 | 5.2 | 0.5 | 0.8 | 5.4 | 5.2 | 2.1 | 5.2 | 6.7 | 5.5 | 3.5 | 3.9 | 5.5 | 2.2 | 10.8 | 5.6 | 6.5 | 5.7 | 3.7 | 4.5 | 6.9 | 8.9 |
| Dividend Growth(%) | N/A | -79.7 | -16.8 | -15.0 | N/A | N/A | N/A | N/A | N/A | -37.7 | -85.7 | 18.4 | 171.3 | -60.9 | -18.5 | 35.1 | 79.8 | -11.1 | -18.7 | 230.5 | -82.8 | 106.2 | -6.2 | 21.9 | 69.4 | 9.0 | -31.2 | -22.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2000
Portfolio Description
The risk profile of this portfolio is 40%. The total allocation of the fixed income asset should be at least 40%.
The portfolio’s stock (risk asset) allocation can be dynamically reduced when stock or risk asset markets are in a downtrend.
This portfolio belongs to MassMutual Transitions Select Variable Annuity
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