It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
DEIGX: MASSMUTUAL PREMIER DISCIPLINED GROWTH FUND SERVICE CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (83%) |
| Start Date: | 01/25/2001 |
| Last Dividend Date: | 12/12/2024 |
| 12-Mo. Yield | 16.99% |
| Expenses | 0.68% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 09/22/2025)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 20.5 | 26.8 | 14.9 | 15.7 | 15.6 | 12.0 | 8.7 | 11.6 | 36.4 | 39.5 | -31.9 | 29.4 | 25.9 | 33.3 | -4.7 | 28.6 | 7.1 | 3.3 | 12.6 | 35.9 | 16.2 | 2.2 | 16.9 | 34.9 | -38.7 | 11.8 | 9.4 | 5.6 | 6.9 | 29.4 | -28.0 | -19.1 |
| Sharpe Ratio | NA | 0.75 | 1.11 | 0.34 | 0.47 | NA | NA | 0.3 | 0.53 | 1.84 | 2.28 | -1.06 | 0.43 | 0.71 | 2.22 | -0.31 | 3.42 | 0.5 | 0.21 | 1.01 | 3.18 | 1.23 | 0.09 | 0.96 | 1.46 | -1.04 | 0.56 | 0.54 | 0.32 | 0.49 | 1.61 | -1.06 | -0.79 |
| Draw Down(%) | NA | 23.3 | 23.3 | 57.1 | 57.1 | NA | NA | 57.1 | 23.3 | 12.5 | 9.5 | 33.5 | 38.2 | 31.0 | 8.3 | 22.9 | 2.5 | 11.5 | 11.3 | 8.1 | 6.3 | 9.6 | 18.7 | 15.3 | 21.7 | 48.9 | 10.1 | 9.5 | 6.8 | 11.2 | 12.2 | 36.3 | 39.3 |
| Standard Deviation(%) | NA | 23.3 | 21.1 | 37.1 | 29.9 | NA | NA | 24.6 | 25.5 | 17.8 | 15.9 | 31.6 | 68.5 | 36.0 | 14.3 | 20.0 | 8.2 | 13.7 | 15.5 | 12.4 | 11.3 | 13.3 | 23.6 | 17.5 | 23.8 | 38.1 | 15.6 | 11.0 | 10.5 | 12.1 | 17.8 | 27.5 | 29.3 |
| Treynor Ratio | NA | 0.19 | 0.26 | 0.14 | 0.16 | NA | NA | 0.08 | 0.15 | 0.36 | 0.44 | -0.41 | 0.23 | 0.28 | 0.49 | -0.07 | 0.31 | 0.08 | 0.03 | 0.14 | 0.4 | 0.19 | 0.02 | 0.19 | 0.37 | -0.39 | 0.09 | 0.07 | 0.04 | 0.07 | 0.32 | -0.34 | -0.27 |
| Alpha | NA | -0.01 | 0.0 | 0.03 | 0.01 | NA | NA | 0.01 | -0.02 | 0.02 | 0.01 | 0.01 | 0.13 | -0.08 | 0.01 | -0.02 | 0.0 | 0.03 | -0.02 | 0.0 | 0.01 | 0.0 | 0.01 | 0.02 | 0.01 | 0.0 | 0.01 | 0.03 | -0.02 | 0.0 | 0.02 | 0.02 | 0.06 |
| Beta | NA | 0.92 | 0.89 | 0.91 | 0.9 | NA | NA | 0.9 | 0.92 | 0.91 | 0.82 | 0.82 | 1.26 | 0.92 | 0.65 | 0.94 | 0.91 | 0.9 | 0.95 | 0.89 | 0.9 | 0.87 | 0.88 | 0.9 | 0.95 | 1.0 | 0.92 | 0.81 | 0.84 | 0.8 | 0.9 | 0.85 | 0.84 |
| RSquared | NA | 0.95 | 0.92 | 0.35 | 0.46 | NA | NA | 0.65 | 0.95 | 0.96 | 0.94 | 0.91 | 0.14 | 0.85 | 0.69 | 0.97 | 0.92 | 0.93 | 0.97 | 0.94 | 0.92 | 0.9 | 0.98 | 0.97 | 0.96 | 0.97 | 0.95 | 0.9 | 0.88 | 0.93 | 0.95 | 0.97 | 0.87 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 21.8 | 5.9 | 3.3 | 46.0 | 0.4 | 15.0 | 23.4 | 14.8 | 8.7 | 8.2 | 14.0 | 24.1 | 2.1 | 1.0 | 1.5 | 1.4 | 0.7 | 3.9 | 0.4 | 0.4 | 0.8 | 0.5 | 0.2 | 0.1 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 391.5 | 13.4 | -94.0 | 15310.0 | -97.1 | -53.6 | 80.2 | 71.3 | -0.5 | -42.1 | -38.0 | 1272.4 | 104.2 | -20.7 | 39.1 | 17.6 | -79.8 | 891.9 | 2.8 | -37.9 | 107.1 | 64.7 | 112.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/24/2001
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
- SEQUX (SEQUOIA FUND INC SEQUOIA FUND INC) (100%)
- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) (99%)
- VUG (Vanguard Growth ETF) (99%)
- IWF (iShares Russell 1000 Growth ETF) (99%)
- QQQQ (PowerShares QQQ) (97%)
- ONEQ (Fidelity Nasdaq Composite Index ETF) (97%)
- FPX (First Trust US Equity Opportunities ETF) (96%)
- FTC (First Trust Large Cap Growth AlphaDEX Fund) (96%)
- MGK (Vanguard Mega Cap Growth ETF) (96%)
- PWB (Invesco Large Cap Growth ETF) (96%)
- QQEW (First Trust NASDAQ-100 Equal Weighted Index Fund) (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) (97%)
- GAM (General American Investors Closed Fund) (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) (97%)
- FXBY (Foxby Corp) (63%)
- HEQ (John Hancock Hedged Equity & Income Fund) (22%)
