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
MMQIX (MASSMUTUAL SELECT SMALL CAP VALUE EQUITY FUND CLASS I) NA 33,470.62% 613.72% 266.92% 89.93% NA NA
Data as of 04/17/2025, Common starting date is 04/02/2014
More Performance Analytics Comparison
Name Start Date End Date
MMQIX (MASSMUTUAL SELECT SMALL CAP VALUE EQUITY FUND CLASS I) 04/02/2014 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
Annualized Return (%) 0.00 33,470.62 613.72 266.92 89.93 NA NA 29,864.71 8.06 16.83 -10.07 22.05 7.06 26.55 -14.24 9.65 24.20 -3.88 3.28
Sharpe Ratio NA 58.82 1.86 1.04 0.49 NA NA 25,747,422.52 0.23 0.66 -0.44 1.04 0.15 1.53 -0.92 0.70 1.36 -0.25 0.31
Standard Deviation(%) NA 569.01 328.84 255.43 181.23 NA NA 1,054.70 19.34 20.03 26.04 21.09 46.61 16.42 16.98 12.83 17.68 15.51 14.03
Draw Down(%) NA 10.76 18.02 21.99 46.45 NA NA 3.09 9.66 16.72 21.92 11.46 45.93 10.39 27.30 8.47 11.74 14.13 11.37
Yield(%) 0.00 114.67 39.42 41.74 15.38 10.91 8.19 102.30 11.60 15.27 12.93 27.41 3.10 11.10 28.45 12.20 6.78 3.77 0.70
Data as of 04/17/2025, Common starting date is 04/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MMQIX (MASSMUTUAL SELECT SMALL CAP VALUE EQUITY FUND CLASS I) -8.69%
Mar 2017 – Mar 2020
-2.54%
Mar 2015 – Mar 2020
7.38%
Jun 2014 – Jun 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MMQIX (MASSMUTUAL SELECT SMALL CAP VALUE EQUITY FUND CLASS I) 611.17%
Jan 2022 – Jan 2025
269.33%
Mar 2020 – Mar 2025
91.02%
Jan 2015 – Jan 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return