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MFVSX: MASSMUTUAL SELECT FOCUSED VALUE FUND CLASS R5 (MUTUAL FUND)
Basic Info 16.33 0.02(0.12%) April 25
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (84%) |
| Start Date: | 05/18/2000 |
| Last Dividend Date: | 12/13/2024 |
| 12-Mo. Yield | 1.14% |
| Expenses | 1.04% |
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Performance Analytics (As of 04/25/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/18/2000 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.3 | -3.1 | -7.6 | -4.6 | 2.6 | 4.8 | 8.0 | 7.9 | 8.7 | -1.4 | 7.2 | -17.0 | 10.8 | 3.2 | 29.3 | -1.6 | 22.0 | 18.2 | -8.7 | 12.3 | 38.4 | 21.3 | -0.2 | 21.8 | 63.2 | -42.8 | 1.2 | 20.3 | 3.5 | 6.8 | 42.5 | -10.5 | 28.0 | 3.3 |
| Sharpe Ratio | NA | -0.57 | -0.76 | -0.5 | 0.0 | 0.17 | NA | NA | 0.34 | -0.56 | 0.27 | -0.77 | 0.69 | 0.08 | 2.75 | -0.2 | 2.88 | 1.02 | -0.52 | 1.02 | 2.12 | 1.32 | -0.01 | 0.99 | 1.61 | -0.87 | -0.11 | 1.54 | 0.13 | 0.51 | 2.25 | -0.44 | 1.3 | 0.07 |
| Draw Down(%) | NA | 13.3 | 23.2 | 23.2 | 27.4 | 35.2 | NA | NA | 61.4 | 15.1 | 8.7 | 19.3 | 11.8 | 35.2 | 4.6 | 15.7 | 3.7 | 14.8 | 18.7 | 9.5 | 8.3 | 12.3 | 23.8 | 20.5 | 28.9 | 55.2 | 15.4 | 9.0 | 6.4 | 9.7 | 12.0 | 32.2 | 18.0 | 13.5 |
| Standard Deviation(%) | NA | 22.0 | 18.3 | 17.9 | 17.8 | 18.4 | NA | NA | 21.8 | 14.3 | 10.8 | 23.8 | 15.6 | 34.6 | 10.1 | 14.5 | 7.5 | 17.6 | 16.8 | 12.1 | 18.1 | 16.2 | 28.4 | 22.0 | 39.2 | 50.1 | 16.0 | 11.1 | 10.0 | 11.5 | 18.6 | 26.7 | 20.1 | 18.4 |
| Treynor Ratio | NA | -0.18 | -0.22 | -0.13 | 0.0 | 0.04 | NA | NA | 0.07 | -0.15 | 0.04 | -0.25 | 0.14 | 0.03 | 0.37 | -0.04 | 0.22 | 0.15 | -0.09 | 0.12 | 0.34 | 0.18 | 0.0 | 0.18 | 0.45 | -0.37 | -0.02 | 0.17 | 0.01 | 0.07 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.01 | -0.06 | -0.05 | -0.03 | -0.02 | NA | NA | 0.0 | -0.06 | -0.04 | -0.01 | -0.03 | -0.05 | 0.02 | 0.01 | 0.0 | 0.02 | -0.04 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.07 | 0.01 | -0.02 | 0.02 | -0.01 | 0.0 | NA | NA | NA | NA |
| Beta | NA | 0.68 | 0.64 | 0.69 | 0.72 | 0.84 | NA | NA | 1.03 | 0.53 | 0.68 | 0.73 | 0.77 | 0.91 | 0.76 | 0.82 | 0.96 | 1.22 | 1.02 | 0.99 | 1.13 | 1.17 | 1.18 | 1.18 | 1.39 | 1.17 | 0.97 | 0.99 | 0.87 | 0.84 | NA | NA | NA | NA |
| RSquared | NA | 0.82 | 0.48 | 0.56 | 0.57 | 0.74 | NA | NA | 0.7 | 0.24 | 0.7 | 0.6 | 0.46 | 0.83 | 0.88 | 0.93 | 0.75 | 0.84 | 0.89 | 0.9 | 0.47 | 0.87 | 0.96 | 0.95 | 0.93 | 0.92 | 0.92 | 0.83 | 0.8 | 0.61 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 1.1 | 1.1 | 1.4 | 6.7 | 9.3 | 8.7 | N/A | 1.2 | 1.3 | 1.1 | 1.3 | 1.2 | 10.8 | 10.0 | 35.5 | 3.6 | 15.5 | 14.7 | 13.6 | 9.8 | 3.1 | 0.7 | 0.0 | 4.6 | 11.8 | 11.5 | 9.4 | 1.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -1.9 | -69.3 | -92.5 | 3.7 | N/A | N/A | N/A | -1.9 | -8.4 | -2.2 | 5.0 | -86.4 | -4.3 | -75.9 | 1056.9 | -82.7 | 2.8 | 30.4 | 57.1 | 199.1 | 403.6 | N/A | -100.0 | -66.4 | 11.6 | 16.8 | 926.7 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/18/2000
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