Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MFUZX (MASSMUTUAL SELECT FUNDAMENTAL VALUE FUND CLASS I) NA 23.33% 8.89% 26.14% 15.85% NA NA
Data as of 11/22/2024, Common starting date is 11/16/2010
More Performance Analytics Comparison
Name Start Date End Date
MFUZX (MASSMUTUAL SELECT FUNDAMENTAL VALUE FUND CLASS I) 11/16/2010 11/22/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Annualized Return (%) 0.00 23.33 8.89 26.14 15.85 NA NA 15.88 11.79 -2.65 28.43 92.10 23.68 -11.07 15.46 13.76 -2.97 11.40 31.93 16.72 -2.04 8.38
Sharpe Ratio NA 1.68 0.32 0.67 0.53 NA NA 1.11 0.60 -0.20 1.84 1.25 1.82 -0.80 1.91 0.90 -0.19 1.00 1.79 1.24 -0.08 8.17
Standard Deviation(%) NA 9.92 15.23 35.43 26.87 NA NA 9.72 12.75 20.27 15.45 73.25 12.22 15.46 7.78 15.07 16.12 11.42 17.86 13.55 24.96 11.28
Draw Down(%) NA 5.85 17.65 41.28 41.28 NA NA 5.85 9.90 17.65 6.73 41.28 7.05 20.94 3.65 11.45 13.93 8.70 8.94 11.32 22.91 1.73
Yield(%) 0.00 24.85 14.81 21.07 12.74 14.58 10.94 15.76 10.14 14.34 14.99 47.60 24.88 12.11 17.60 10.55 14.32 8.51 11.39 3.56 1.98 0.00
Data as of 11/22/2024, Common starting date is 11/16/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MFUZX (MASSMUTUAL SELECT FUNDAMENTAL VALUE FUND CLASS I) -5.01%
Mar 2017 – Mar 2020
-0.58%
Mar 2015 – Mar 2020
14.70%
Oct 2013 – Oct 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MFUZX (MASSMUTUAL SELECT FUNDAMENTAL VALUE FUND CLASS I) 49.95%
Mar 2020 – Mar 2023
28.04%
Aug 2019 – Aug 2024
20.05%
Sep 2011 – Sep 2021
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return