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MCAYX: MassMutual Premier Cap Appreciation Y (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/07/2005 |
| Last Dividend Date: | 05/14/2014 |
| 12-Mo. Yield | 82.07% |
| Expenses | 0.82% |
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Performance Analytics (As of 11/20/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 01/07/2005 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 6.5 | 14.4 | 11.0 | 5.1 | 0.3 | 29.9 | 13.9 | -1.3 | 9.7 | 43.7 | -45.8 | 13.8 | 7.7 | 7.1 |
| Sharpe Ratio | NA | 0.64 | 1.1 | 0.66 | 0.19 | 0.04 | 2.43 | 0.98 | -0.05 | 0.52 | 1.69 | -1.08 | 0.65 | 0.35 | 0.49 |
| Draw Down(%) | NA | 8.2 | 10.2 | 19.6 | 57.8 | 8.2 | 6.9 | 10.2 | 19.6 | 17.2 | 18.8 | 55.2 | 10.4 | 11.7 | 6.1 |
| Standard Deviation(%) | NA | 10.2 | 13.0 | 16.7 | 21.2 | 10.2 | 12.3 | 14.2 | 24.4 | 18.4 | 25.9 | 43.1 | 16.4 | 12.2 | 10.1 |
| Treynor Ratio | NA | 0.12 | 0.18 | 0.12 | 0.04 | 0.01 | 0.3 | 0.16 | -0.01 | 0.1 | 0.42 | -0.41 | 0.11 | 0.05 | 0.06 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | -0.03 | -0.02 | -0.01 | 0.0 | 0.0 | 0.02 | -0.02 | 0.01 | 0.02 | -0.02 |
| Beta | NA | 0.56 | 0.82 | 0.88 | 1.0 | 0.53 | 1.0 | 0.88 | 0.91 | 0.95 | 1.04 | 1.14 | 0.97 | 0.92 | 0.81 |
| RSquared | NA | 0.52 | 0.78 | 0.9 | 0.93 | 0.5 | 0.95 | 0.8 | 0.98 | 0.97 | 0.97 | 0.98 | 0.94 | 0.95 | 0.88 |
| Yield(%) | N/A | 82.1 | 39.2 | 25.9 | N/A | 77.1 | 5.3 | 1.2 | 0.5 | 0.6 | 0.2 | 0.0 | 2.4 | 0.0 | 0.4 |
| Dividend Growth(%) | N/A | 9334.4 | 17761.2 | N/A | N/A | 1634.1 | 414.4 | 155.1 | -10.9 | 358.3 | N/A | -100.0 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/07/2005
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
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Best Closed End Funds
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- FXBY (Foxby Corp) (63%)
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