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MLUZX: MASSMUTUAL SELECT MID-CAP VALUE FUND CLASS I (MUTUAL FUND)
Basic Info
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: | (2%) |
| Start Date: | 12/09/2011 |
| Last Dividend Date: | 01/24/2025 |
| 12-Mo. Yield | 110.92% |
| Expenses | 1.06% |
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Performance Analytics (As of 04/21/2025)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/09/2011 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 79540.6 | 810.9 | 299.6 | 101.2 | 75.7 | 73047.4 | 10.9 | 8.5 | -11.8 | -2.5 | 0.7 | 29.3 | -13.0 | 12.4 | 21.2 | -4.2 | 6.8 | 34.0 | 16.5 | -1.2 |
| Sharpe Ratio | NA | 120.63 | 2.12 | 1.01 | 0.48 | 0.41 | NA | 0.63 | 0.35 | -0.59 | -0.09 | 0.01 | 2.3 | -0.99 | 1.36 | 1.29 | -0.27 | 0.51 | 2.54 | 1.11 | -0.85 |
| Draw Down(%) | NA | 7.7 | 19.3 | 35.1 | 39.6 | 39.6 | 1.9 | 7.6 | 13.3 | 18.8 | 25.3 | 39.6 | 7.1 | 21.7 | 4.6 | 12.3 | 13.9 | 11.9 | 7.3 | 12.0 | 5.9 |
| Standard Deviation(%) | NA | 659.3 | 380.7 | 294.9 | 208.9 | 180.9 | 1211.8 | 11.4 | 14.0 | 22.4 | 28.8 | 37.7 | 12.1 | 14.6 | 8.6 | 16.2 | 15.8 | 13.1 | 13.4 | 15.0 | 23.3 |
| Treynor Ratio | NA | 91.62 | 2.35 | 11.95 | 0.89 | 0.81 | NA | 0.08 | 0.05 | -0.14 | -0.03 | 0.01 | 0.29 | -0.15 | 0.12 | 0.2 | -0.04 | 0.06 | 0.32 | 0.16 | -0.2 |
| Alpha | NA | 284.05 | 94.55 | 56.6 | 28.24 | 21.15 | 966.09 | -0.01 | 0.0 | -0.02 | -0.09 | -0.01 | 0.01 | -0.01 | -0.02 | 0.02 | -0.01 | -0.03 | -0.02 | 0.0 | -0.15 |
| Beta | NA | 8.68 | 3.44 | 0.25 | 1.12 | 0.93 | 60.89 | 0.95 | 0.93 | 0.98 | 0.9 | 0.93 | 0.96 | 0.95 | 1.01 | 1.04 | 1.03 | 1.11 | 1.06 | 1.03 | 1.02 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.95 | 0.98 | 0.9 | 0.28 | 0.98 | 0.96 | 0.96 | 0.9 | 0.96 | 0.97 | 0.96 | 0.94 | 0.92 | 0.94 |
| Yield(%) | N/A | 110.9 | 35.2 | 28.5 | 13.4 | N/A | 102.8 | 13.4 | 1.7 | 2.0 | 1.2 | 1.4 | 2.2 | 12.6 | 16.1 | 3.9 | 15.4 | 2.8 | 1.6 | 2.0 | 0.0 |
| Dividend Growth(%) | N/A | 6916.7 | 2282.0 | 95.5 | N/A | N/A | 648.7 | 726.7 | -23.7 | 58.1 | -15.3 | -20.8 | -86.7 | -25.3 | 390.3 | -79.9 | 480.5 | 127.5 | -5.8 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/09/2011
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP VALUE Asset Class Trend Rankings |
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