Massmutual Select Blue Chip Growth Fund Administrative Class: (MF: MBCLX)
(NASDAQ Mutual Funds) As of Oct 17, 2024 08:00 PM ET
$20.91 USD
+0.02 (0.10%)
Latest Performance as of Sep 30, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 25.57 | 7 |
3 months | 3.58 | 76 |
6 months | 10.73 | 9 |
1 Year | 43.15 | 7 |
3 Year | 9.22 | 37 |
5 Year | 16.27 | 18 |
10 Year | 14.94 | 7 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 84.32 |
Bear Market (10/07 - 2/09) | -50.07 |
Bull Market (2/09 - 3/21) | 1,195.26 |
Load Adjusted Returns as of Sep 30, 2024
1 Year | 43.15 |
5 Year | 16.27 |
10 Year | 14.93 |
Since Inception | 9.14 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 13.39 | 6.90 | 3.58 | NA |
2023 | 18.64 | 14.89 | -3.31 | 13.99 |
2022 | -10.55 | -24.25 | -4.52 | 1.79 |
2021 | 1.44 | 11.23 | -0.88 | 4.86 |
2020 | -12.39 | 25.94 | 11.42 | 8.38 |
2019 | 16.05 | 4.41 | -1.60 | 9.46 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 25.57 | 50.25 | -34.15 | 17.28 | 33.25 | 30.51 | 0.17 | 34.72 | 2.09 | 10.63 | 9.03 |
% Total Return Rel to Index | 3.46 | 24.00 | -15.95 | -11.40 | 14.85 | -0.97 | 4.56 | 12.92 | -9.84 | 9.24 | -4.60 |
% Total Return Rel to Peer | 8.60 | 27.25 | -14.45 | -4.77 | 13.34 | 2.09 | 7.03 | 14.04 | -5.72 | 12.23 | 0.83 |
% Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 4.00 | 2.00 | 3.00 | 1.00 | 1.00 | 5.00 | 1.00 | 3.00 |
% Dividends | 0.00 | 0.00 | 0.02 | 0.00 | 0.00 | 0.02 | 0.03 | 0.05 | 0.05 | 0.04 | 0.00 |
% Yield | 0.00 | 0.00 | 0.12 | 0.00 | 0.00 | 0.10 | 0.18 | 0.25 | 0.29 | 0.22 | 0.00 |
Capital Gains ($) | 2.65 | 4.55 | 2.92 | 6.31 | 1.38 | 1.26 | 1.19 | 0.81 | 0.66 | 3.02 | 1.25 |
Expense Ratio | 0.95 | 0.95 | 0.94 | 0.93 | 0.94 | 0.94 | 0.94 | 0.95 | 0.96 | 0.97 | 0.96 |
* 1 = Top 20%, 5 = Bottom 20%