Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MEPAX (MASSMUTUAL PREMIER DISCIPLINED VALUE FUND CLASS A) | NA | 21,091.19% | 494.67% | 208.15% | 77.09% | 52.06% | 36.78% | … | … |
Data as of 04/17/2025, Common starting date is 12/27/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MEPAX (MASSMUTUAL PREMIER DISCIPLINED VALUE FUND CLASS A) | 12/27/2004 | 04/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 21,091.19 | 494.67 | 208.15 | 77.09 | 52.06 | 36.78 | … | … | 18,929.50 | 15.44 | 10.13 | -15.64 | 10.35 | -2.01 | 22.14 | -11.00 | 14.08 | 15.32 | -4.23 | 11.37 | 32.76 | 16.08 | 0.08 | 13.89 | 16.44 | -36.21 | -1.85 | 21.01 | -1.70 | 0.02 |
| Sharpe Ratio | NA | 40.47 | 1.63 | 0.88 | 0.46 | NA | NA | … | … | 5,988,602.77 | 1.08 | 0.50 | -0.75 | 0.49 | -0.06 | 1.65 | -0.78 | 1.69 | 1.05 | -0.28 | 1.01 | 2.80 | 1.22 | 0.00 | 0.70 | 0.53 | -0.85 | -0.30 | 1.80 | -0.28 | 0.03 |
| Standard Deviation(%) | NA | 521.14 | 301.06 | 233.63 | 165.66 | NA | NA | … | … | 966.16 | 10.99 | 13.10 | 22.88 | 21.08 | 36.28 | 12.55 | 15.84 | 7.99 | 14.37 | 15.37 | 11.27 | 11.68 | 13.19 | 24.62 | 19.71 | 31.06 | 43.67 | 16.78 | 9.84 | 14.15 | 2.09 |
| Draw Down(%) | NA | 7.41 | 17.97 | 30.12 | 38.24 | NA | NA | … | … | 1.26 | 7.41 | 10.53 | 18.47 | 17.35 | 38.24 | 7.81 | 21.06 | 4.64 | 11.42 | 12.95 | 8.34 | 5.58 | 10.27 | 21.15 | 17.29 | 32.99 | 48.79 | 13.60 | 7.34 | 10.11 | 0.17 |
| Yield(%) | 0.00 | 115.56 | 37.69 | 29.80 | 14.67 | 16.71 | 11.31 | … | … | 103.81 | 17.01 | 7.27 | 0.60 | 0.94 | 1.51 | 7.71 | 15.33 | 12.72 | 6.90 | 3.20 | 1.38 | 1.70 | 2.13 | 1.41 | 1.45 | 1.78 | 1.91 | 5.44 | 5.42 | 0.00 | 0.36 |
Data as of 04/17/2025, Common starting date is 12/27/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEPAX (MASSMUTUAL PREMIER DISCIPLINED VALUE FUND CLASS A) |
-18.01%
Feb 2006 – Feb 2009 |
-4.59%
Aug 2005 – Aug 2010 |
3.73%
Sep 2005 – Sep 2015 |
3.48%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEPAX (MASSMUTUAL PREMIER DISCIPLINED VALUE FUND CLASS A) |
498.50%
Feb 2022 – Feb 2025 |
213.90%
Mar 2020 – Mar 2025 |
77.74%
Jan 2015 – Jan 2025 |
53.34%
Jan 2010 – Jan 2025 |
Annualized Rolling Returns Comparison Chart