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MSCDX: MASSMUTUAL PREMIER SMALL CAP OPPORTUNITIES FUND CLASS R5 (MUTUAL FUND)
Basic Info 19.31 0.46(2.33%) June 05
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (68%) |
| Start Date: | 06/20/1996 |
| Last Dividend Date: | 12/12/2025 |
| 12-Mo. Yield | 10.00% |
| Expenses | 0.75% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 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 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.4 | 10.5 | 20.7 | 15.7 | 4.7 | 9.2 | 10.0 | 6.1 | 7.6 | 8.5 | 12.7 | 17.9 | -16.2 | 11.0 | 11.8 | 26.3 | -10.8 | 14.4 | 18.3 | -5.8 | 12.6 | 41.2 | 18.3 | -2.1 | 23.7 | 37.9 | -38.0 | -1.0 | -25.6 | 0.1 | 36.4 | 32.0 | -12.8 | 3.8 | 14.6 | 0.2 | -9.1 | 36.5 | 13.6 |
| Sharpe Ratio | NA | 1.22 | 1.03 | 0.63 | 0.1 | 0.33 | NA | NA | 0.26 | 0.26 | 0.5 | 0.78 | -0.68 | 0.48 | 0.26 | 1.62 | -0.7 | 1.22 | 1.08 | -0.37 | 0.82 | 3.03 | 1.17 | -0.07 | 1.08 | 0.98 | -0.85 | -0.21 | -0.72 | -0.14 | 1.55 | 1.96 | -0.63 | 0.06 | 0.55 | -0.31 | -0.7 | 3.13 | 2.96 |
| Draw Down(%) | NA | 12.3 | 12.3 | 24.7 | 34.7 | 42.3 | NA | NA | 72.6 | 22.3 | 8.7 | 17.0 | 24.6 | 19.1 | 42.3 | 8.2 | 27.2 | 5.8 | 13.3 | 16.0 | 10.7 | 5.2 | 13.2 | 27.6 | 17.7 | 36.6 | 54.1 | 16.1 | 34.0 | 11.1 | 11.4 | 12.6 | 29.1 | 23.5 | 12.6 | 13.0 | 34.2 | 6.3 | 7.0 |
| Standard Deviation(%) | NA | 19.4 | 17.5 | 19.7 | 21.6 | 23.0 | NA | NA | 23.2 | 22.1 | 18.4 | 18.6 | 26.1 | 23.0 | 44.1 | 15.3 | 17.4 | 11.3 | 16.8 | 16.0 | 15.4 | 13.6 | 15.7 | 30.1 | 21.9 | 38.8 | 45.5 | 19.5 | 40.2 | 15.2 | 22.8 | 16.0 | 22.2 | 22.0 | 18.8 | 10.1 | 18.0 | 10.4 | 7.9 |
| Treynor Ratio | NA | 0.22 | 0.18 | 0.12 | 0.02 | 0.07 | NA | NA | 0.06 | 0.06 | 0.09 | 0.15 | -0.19 | 0.1 | 0.11 | 0.25 | -0.12 | 0.13 | 0.19 | -0.06 | 0.12 | 0.43 | 0.2 | -0.02 | 0.26 | 0.35 | -0.38 | -0.04 | -0.34 | -0.02 | 0.38 | 0.36 | -0.16 | 0.02 | 0.2 | -0.09 | -0.17 | 0.55 | 0.75 |
| Alpha | NA | -0.02 | -0.02 | 0.0 | -0.01 | -0.01 | NA | NA | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.03 | -0.02 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | 0.02 | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.14 | -0.03 | 0.06 | -0.02 | 0.02 | 0.0 | 0.05 | -0.02 | -0.01 | 0.08 | 0.09 |
| Beta | NA | 1.06 | 1.02 | 1.02 | 1.0 | 1.01 | NA | NA | 0.93 | 1.0 | 1.06 | 0.98 | 0.95 | 1.08 | 1.05 | 1.01 | 1.01 | 1.03 | 0.98 | 1.02 | 1.04 | 0.96 | 0.93 | 0.95 | 0.91 | 1.08 | 1.02 | 1.03 | 0.87 | 1.0 | 0.93 | 0.87 | 0.85 | 0.88 | 0.52 | 0.35 | 0.75 | 0.59 | 0.31 |
| RSquared | NA | 0.92 | 0.92 | 0.96 | 0.93 | 0.91 | NA | NA | 0.82 | 0.96 | 0.95 | 0.97 | 0.98 | 0.79 | 0.95 | 0.93 | 0.96 | 0.87 | 0.95 | 0.96 | 0.94 | 0.92 | 0.91 | 0.99 | 0.99 | 0.98 | 0.99 | 0.96 | 0.15 | 0.91 | 0.39 | 0.92 | 0.93 | 0.87 | 0.69 | 0.32 | 0.82 | 0.67 | 0.35 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 9.8 | 9.7 | 5.4 | 0.7 | 0.0 | 0.6 | 1.0 | 9.6 | 13.6 | 4.0 | 9.9 | 15.9 | 1.3 | 1.4 | 0.7 | 0.8 | 0.8 | 0.4 | 19.0 | 0.0 | 8.3 | 4.8 | 0.3 | 6.6 | 9.3 | 15.5 | 3.6 | 6.1 | 12.6 | 5.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6.4 | 102.4 | 534.6 | N/A | -100.0 | -19.1 | -91.9 | -28.8 | 292.1 | -65.9 | -40.2 | 1528.1 | 14.2 | 83.6 | 5.8 | 46.8 | 38.2 | -98.5 | N/A | -100.0 | 119.4 | 1719.4 | -95.7 | -31.3 | -40.8 | 303.9 | -49.9 | -39.4 | 170.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/06/1994
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