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
MLUNX (MASSMUTUAL SELECT MID-CAP VALUE FUND CLASS R3) NA 136,568.94% 985.61% 337.68% 111.02% 70.73% NA
Data as of 04/17/2025, Common starting date is 08/31/2006
More Performance Analytics Comparison
Name Start Date End Date
MLUNX (MASSMUTUAL SELECT MID-CAP VALUE FUND CLASS R3) 08/31/2006 04/17/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006
Annualized Return (%) 0.00 136,568.94 985.61 337.68 111.02 70.73 NA 124,945.77 9.96 7.75 -12.46 -3.27 0.02 28.40 -13.67 11.68 20.41 -4.98 5.99 32.77 15.46 -3.66 22.74 29.06 -33.23 -9.13 12.53
Sharpe Ratio NA 191.91 2.39 1.05 0.49 NA NA 2,669,213,624.34 0.56 0.30 -0.62 -0.11 -0.01 2.22 -1.03 1.28 1.24 -0.32 0.46 2.45 1.03 -0.13 1.05 1.00 -0.88 -0.80 3.94
Standard Deviation(%) NA 711.63 410.87 318.75 225.68 NA NA 1,319.45 11.42 13.94 22.36 28.81 37.67 12.14 14.65 8.66 16.28 15.86 13.10 13.37 15.03 28.61 21.53 28.94 38.95 15.43 10.03
Draw Down(%) NA 7.67 21.23 36.09 39.66 NA NA 1.83 7.63 13.84 18.99 25.41 39.66 7.17 22.27 4.77 12.34 14.28 12.03 7.40 12.23 25.63 17.12 29.15 47.31 19.22 1.67
Yield(%) 0.00 112.37 34.97 26.33 12.94 14.79 10.48 102.79 12.62 1.00 1.33 0.00 0.71 1.51 11.97 15.57 3.19 14.76 2.04 0.49 0.97 0.29 0.92 0.43 0.85 5.53 0.12
Data as of 04/17/2025, Common starting date is 08/31/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MLUNX (MASSMUTUAL SELECT MID-CAP VALUE FUND CLASS R3) -11.37%
Jun 2007 – Jun 2010
-2.49%
May 2007 – May 2012
2.30%
Oct 2013 – Oct 2023
3.53%
Sep 2007 – Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MLUNX (MASSMUTUAL SELECT MID-CAP VALUE FUND CLASS R3) 997.05%
Feb 2022 – Feb 2025
345.05%
Mar 2020 – Mar 2025
111.87%
Jan 2015 – Jan 2025
72.39%
Jan 2010 – Jan 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return