It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
MSVSX: MASSMUTUAL SELECT SMALL COMPANY VALUE FUND CLASS R5 (MUTUAL FUND)
Basic Info
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (86%) |
| Start Date: | 02/06/2002 |
| Last Dividend Date: | 09/10/2025 |
| 12-Mo. Yield | 3.86% |
| Expenses | 0.96% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 09/17/2025)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/06/2002 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 45.4 | 7.2 | 2.7 | 6.5 | 4.5 | 6.9 | 5.6 | 6.7 | 4.6 | 9.8 | 5.1 | -26.1 | 18.5 | 4.7 | 22.2 | -15.5 | 10.8 | 25.5 | -6.2 | 3.9 | 32.4 | 14.8 | -2.5 | 23.3 | 27.4 | -27.5 | -1.8 | 15.0 | 5.0 | 22.0 | 38.6 | -12.5 |
| Sharpe Ratio | NA | 0.07 | -0.02 | 0.13 | 0.1 | NA | NA | 0.21 | 0.05 | 0.31 | 0.07 | -0.95 | 0.67 | 0.09 | 1.37 | -1.03 | 0.84 | 1.5 | -0.4 | 0.27 | 1.57 | 0.88 | -0.08 | 0.97 | 0.77 | -0.63 | -0.26 | 0.74 | 0.19 | 1.38 | 2.34 | -0.65 |
| Draw Down(%) | NA | 33.4 | 33.4 | 48.4 | 48.4 | NA | NA | 56.0 | 30.3 | 9.4 | 20.7 | 28.9 | 21.0 | 46.3 | 11.2 | 26.0 | 6.3 | 13.2 | 13.2 | 13.4 | 9.5 | 12.1 | 27.9 | 20.2 | 33.8 | 47.6 | 13.8 | 13.5 | 10.3 | 9.4 | 14.9 | 33.6 |
| Standard Deviation(%) | NA | 55.3 | 37.1 | 33.6 | 29.4 | NA | NA | 26.3 | 64.6 | 19.6 | 20.3 | 29.0 | 27.6 | 48.1 | 15.2 | 16.5 | 12.2 | 16.9 | 15.5 | 14.1 | 20.6 | 16.9 | 31.6 | 23.9 | 35.4 | 45.3 | 19.3 | 15.6 | 14.8 | 15.3 | 16.2 | 22.8 |
| Treynor Ratio | NA | 0.04 | -0.01 | 0.04 | 0.03 | NA | NA | 0.05 | 0.03 | 0.06 | 0.01 | -0.3 | 0.16 | 0.04 | 0.21 | -0.18 | 0.09 | 0.26 | -0.06 | 0.04 | 0.3 | 0.15 | -0.03 | 0.23 | 0.28 | -0.29 | -0.05 | 0.11 | 0.03 | 0.23 | 0.42 | -0.17 |
| Alpha | NA | 0.04 | -0.02 | -0.01 | -0.01 | NA | NA | -0.01 | 0.06 | -0.02 | -0.05 | -0.05 | 0.0 | -0.05 | -0.01 | -0.03 | -0.03 | 0.03 | -0.01 | -0.01 | -0.02 | -0.01 | 0.0 | -0.01 | -0.02 | 0.05 | -0.01 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 |
| Beta | NA | 1.06 | 1.04 | 1.04 | 1.05 | NA | NA | 1.01 | 1.05 | 1.1 | 1.03 | 0.92 | 1.15 | 1.13 | 0.98 | 0.94 | 1.14 | 0.98 | 0.99 | 0.97 | 1.07 | 0.98 | 1.0 | 1.0 | 0.99 | 0.98 | 1.04 | 1.01 | 1.0 | 0.93 | 0.89 | 0.87 |
| RSquared | NA | 0.16 | 0.31 | 0.42 | 0.59 | NA | NA | 0.75 | 0.13 | 0.9 | 0.88 | 0.76 | 0.65 | 0.91 | 0.9 | 0.95 | 0.9 | 0.96 | 0.96 | 0.95 | 0.49 | 0.88 | 0.99 | 0.99 | 0.99 | 0.93 | 0.98 | 0.98 | 0.97 | 0.96 | 0.96 | 0.96 |
| Yield(%) | N/A | 3.9 | 1.7 | 1.5 | 6.1 | 8.2 | 6.4 | N/A | 2.5 | 1.4 | 0.8 | 0.5 | 0.2 | 0.6 | 5.9 | 13.8 | 18.9 | 1.9 | 22.8 | 15.5 | 14.4 | 4.9 | 4.0 | 0.9 | 0.8 | 3.4 | 15.8 | 6.9 | 4.6 | 2.3 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 472.8 | -12.3 | -92.5 | -21.7 | N/A | N/A | N/A | 96.2 | 93.4 | 6.2 | 154.2 | -60.0 | -87.6 | -69.8 | -33.2 | 1139.4 | -94.1 | 30.2 | 20.9 | 231.4 | 11.5 | 474.5 | 36.1 | -83.3 | -82.5 | 142.1 | 55.7 | 133.7 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/06/2002
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See SMALL BLEND Asset Class Trend Rankings |
Top Rated Funds in SMALL BLEND
Best Mutual Funds
- NAESX (VANGUARD SMALL-CAP INDEX FUND INVESTOR SHARES) (99%)
- DFSCX (U.S. MICRO CAP PORTFOLIO U.S. MICRO CAP PORTFOLIO - INSTITUTIONAL CLASS) (99%)
- IASCX (VOYA SMALL COMPANY PORTFOLIO CLASS ADV) (99%)
- RDVIX (ROYCE DIVIDEND VALUE FUND INVESTMENT CLASS) (96%)
- RMCFX (ROYCE MICRO-CAP FUND SERVICE CLASS) (96%)
- RSEFX (ROYCE SPECIAL EQUITY FUND SERVICE CLASS) (95%)
- RSEIX (ROYCE SPECIAL EQUITY FUND INSTITUTIONAL CLASS) (95%)
- RSQCX (ROYCE SPECIAL EQUITY FUND CONSULTANT CLASS) (95%)
- RTRIX (ROYCE TOTAL RETURN FUND INSTITUTIONAL CLASS) (94%)
- RYDVX (ROYCE DIVIDEND VALUE FUND SERVICE CLASS) (94%)
Best ETFs
- IWM (iShares Russell 2000 ETF) (99%)
- IWC (iShares Micro-Cap ETF) (98%)
- EES (WisdomTree U.S. SmallCap Fund) (98%)
- FDM (First Trust Dow Jones Select MicroCap Index Fund) (98%)
- FYX (First Trust Small Cap Core AlphaDEX Fund) (97%)
- IJR (iShares Core S&P Small Cap ETF) (97%)
- PRFZ (Invesco FTSE RAFI US 1500 Small-Mid ETF) (97%)
- RWJ (Invesco S&P SmallCap 600 Revenue ETF) (97%)
- VB (Vanguard Small-Cap ETF) (96%)
- SCHA (Schwab U.S. Small-Cap ETF) (23%)
Best Closed End Funds
* Day change on 09/17/2025.Latest Articles Related to MSVSX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
