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MSPGX: MASSMUTUAL SELECT TOTAL RETURN BOND FUND CLASS R4 (MUTUAL FUND)
Basic Info
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (17%) |
| Start Date: | 08/05/2010 |
| Last Dividend Date: | 09/05/2025 |
| 12-Mo. Yield | 3.72% |
| Expenses | 0.64% |
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Performance Analytics (As of 10/10/2025)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 4.2 | 4.8 | -1.6 | 1.2 | 1.5 | 1.7 | 6.4 | 0.3 | 5.3 | -14.6 | -1.7 | 4.8 | 8.6 | -0.3 | 3.0 | 2.5 | -0.0 | 3.9 | -1.9 | 9.2 | 2.0 | 1.1 |
| Sharpe Ratio | NA | 0.21 | 0.19 | -0.57 | -0.06 | NA | 0.15 | 0.98 | -0.51 | 0.21 | -1.99 | -0.52 | 0.75 | 2.15 | -0.61 | 0.9 | 0.83 | -0.02 | 1.53 | -0.52 | 1.76 | 0.5 | 0.48 |
| Draw Down(%) | NA | 3.9 | 8.9 | 22.6 | 22.6 | NA | 22.6 | 3.0 | 5.2 | 8.9 | 18.7 | 3.4 | 7.7 | 2.0 | 2.9 | 1.4 | 3.8 | 2.4 | 1.0 | 6.0 | 3.2 | 4.3 | 4.6 |
| Standard Deviation(%) | NA | 5.6 | 7.0 | 6.7 | 5.3 | NA | 4.9 | 5.5 | 6.5 | 8.1 | 8.1 | 3.2 | 6.1 | 3.3 | 2.8 | 2.6 | 2.8 | 3.3 | 2.5 | 3.8 | 5.2 | 4.0 | 5.3 |
| Treynor Ratio | NA | 0.01 | 0.01 | -0.04 | 0.0 | NA | 0.01 | 0.06 | -0.03 | 0.02 | -0.18 | -0.02 | 0.06 | 0.08 | -0.02 | 0.03 | 0.04 | 0.0 | 0.06 | -0.02 | 0.14 | 0.05 | 0.03 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | NA | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 |
| Beta | NA | 0.98 | 1.02 | 0.96 | 0.91 | NA | 0.85 | 0.97 | 1.12 | 0.99 | 0.9 | 0.75 | 0.79 | 0.89 | 0.86 | 0.8 | 0.64 | 0.71 | 0.67 | 0.87 | 0.67 | 0.38 | 0.83 |
| RSquared | NA | 0.87 | 0.89 | 0.83 | 0.8 | NA | 0.7 | 0.86 | 0.91 | 0.89 | 0.89 | 0.8 | 0.45 | 0.78 | 0.65 | 0.73 | 0.7 | 0.82 | 0.64 | 0.74 | 0.16 | 0.21 | 0.83 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.9 | 3.5 | 3.5 | 1.8 | 1.1 | 1.8 | 2.7 | 2.5 | 2.3 | 4.3 | 2.0 | 4.1 | 2.0 | 3.5 | 3.0 | 1.9 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -17.0 | -1.3 | 61.4 | 58.1 | -36.4 | -29.0 | 5.2 | 10.9 | -48.0 | 106.3 | -49.9 | 91.2 | -38.8 | 16.1 | 55.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/06/2010
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