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MMAZX: MASSMUTUAL SELECT GROWTH OPPORTUNITIES FUND CLASS I (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (5%) |
| Start Date: | 12/09/2011 |
| Last Dividend Date: | 09/18/2024 |
| 12-Mo. Yield | 21.87% |
| Expenses | 0.86% |
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Performance Analytics (As of 11/22/2024)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/09/2011 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 24.8 | -3.1 | 10.9 | 10.6 | 13.3 | 16.5 | 47.7 | -44.1 | 5.4 | 58.1 | 30.8 | 1.4 | 32.0 | -6.4 | 4.3 | 10.7 | 38.5 | 20.1 | -0.5 |
| Sharpe Ratio | NA | 1.1 | -0.25 | 0.3 | 0.38 | 0.55 | 0.68 | 2.28 | -1.13 | 0.23 | 1.64 | 1.84 | 0.0 | 3.15 | -0.38 | 0.25 | 0.68 | 2.41 | 1.35 | -0.45 |
| Draw Down(%) | NA | 13.5 | 50.0 | 52.8 | 52.8 | 52.8 | 13.5 | 14.3 | 47.2 | 15.7 | 29.0 | 8.7 | 23.0 | 3.4 | 18.0 | 15.0 | 9.9 | 7.2 | 11.8 | 4.3 |
| Standard Deviation(%) | NA | 16.5 | 28.1 | 28.5 | 23.6 | 22.0 | 17.0 | 19.2 | 40.6 | 23.1 | 35.1 | 16.0 | 23.3 | 10.0 | 17.3 | 17.0 | 15.8 | 15.9 | 15.0 | 20.3 |
| Treynor Ratio | NA | 0.22 | -0.07 | 0.09 | 0.09 | 0.12 | 0.14 | 0.44 | -0.42 | 0.07 | 0.6 | 0.4 | 0.0 | 0.28 | -0.06 | 0.04 | 0.09 | 0.36 | 0.21 | -0.1 |
| Alpha | NA | -0.02 | -0.01 | 0.0 | -0.01 | -0.01 | -0.03 | 0.01 | -0.01 | 0.03 | 0.02 | -0.01 | 0.0 | -0.01 | -0.02 | -0.02 | -0.01 | 0.0 | 0.01 | 0.07 |
| Beta | NA | 0.81 | 0.97 | 0.97 | 0.98 | 0.99 | 0.8 | 0.99 | 1.08 | 0.82 | 0.96 | 0.74 | 1.1 | 1.12 | 1.15 | 1.04 | 1.13 | 1.07 | 0.98 | 0.93 |
| RSquared | NA | 0.83 | 0.88 | 0.91 | 0.91 | 0.9 | 0.82 | 0.94 | 0.96 | 0.7 | 0.97 | 0.71 | 0.98 | 0.93 | 0.96 | 0.96 | 0.95 | 0.66 | 0.9 | 0.99 |
| Yield(%) | N/A | 21.9 | 12.4 | 17.8 | 13.1 | N/A | 20.9 | 0.0 | 6.4 | 24.5 | 25.5 | 37.2 | 24.1 | 16.2 | 7.4 | 12.6 | 6.5 | 9.2 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 137.4 | -45.5 | 33.0 | N/A | N/A | N/A | -100.0 | -78.7 | 22.7 | -35.7 | 18.2 | 71.5 | 99.1 | -48.1 | 104.3 | -12.3 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/09/2011
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