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MassMutual Growth Opportunities Fund (MMAAX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US57629S3076

Issuer

MassMutual

Inception Date

Apr 28, 2000

Min. Investment

$0

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

MMAAX has a high expense ratio of 1.30%, indicating higher-than-average management fees.


Expense ratio chart for MMAAX: current value at 1.30% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.30%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in MassMutual Growth Opportunities Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-6.00%-4.00%-2.00%0.00%2.00%Fri 23Aug 25Tue 27Thu 29Sat 31Mon 02Wed 04Fri 06Sep 08Tue 10Thu 12Sat 14Mon 16Wed 18Fri 20Sep 22
0.69%
1.74%
MMAAX (MassMutual Growth Opportunities Fund)
Benchmark (^GSPC)

Returns By Period


MMAAX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

4.22%

1M

2.22%

6M

9.51%

1Y

22.46%

5Y*

12.74%

10Y*

11.29%

*Annualized

Monthly Returns

The table below presents the monthly returns of MMAAX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20242.82%8.84%2.24%-6.57%2.05%6.03%-4.33%2.83%15.52%
202312.50%-2.05%5.46%-0.00%5.57%7.17%4.58%-3.37%-6.62%-2.24%14.50%6.33%47.69%
2022-13.86%-4.15%-0.51%-17.39%-5.88%-8.23%10.40%-4.54%-11.91%5.02%3.68%-6.60%-44.66%
2021-2.30%4.13%-4.25%6.80%-3.46%7.32%2.14%2.62%-3.06%5.13%-6.88%-2.66%4.36%
20203.48%-5.21%-9.40%15.07%10.55%5.54%7.29%8.43%-3.26%-1.69%12.52%5.66%56.93%
201911.23%3.54%1.40%5.11%-5.70%6.80%1.06%-2.10%-1.79%1.69%3.58%2.97%30.29%
20189.75%-1.66%-2.08%1.01%5.01%1.24%1.89%4.63%0.00%-11.06%3.28%-33.91%-26.55%
20175.66%2.96%1.55%3.05%2.64%0.82%4.60%2.05%0.67%2.28%0.74%-13.84%12.39%
2016-8.73%-2.59%3.23%-0.56%3.49%-3.81%7.12%0.21%1.58%-3.01%-2.35%-9.08%-14.68%
2015-3.49%6.67%-1.43%0.45%1.00%-0.89%3.33%-9.77%-3.67%10.13%0.55%-11.77%-10.47%
2014-1.99%6.67%-4.25%-3.12%3.22%3.03%-0.18%2.21%-1.44%3.20%2.56%-6.13%3.03%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of MMAAX is 1, meaning it’s performing worse than 99% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of MMAAX is 11
Overall Rank
The Sharpe Ratio Rank of MMAAX is 11
Sharpe Ratio Rank
The Sortino Ratio Rank of MMAAX is 11
Sortino Ratio Rank
The Omega Ratio Rank of MMAAX is 11
Omega Ratio Rank
The Calmar Ratio Rank of MMAAX is 11
Calmar Ratio Rank
The Martin Ratio Rank of MMAAX is 11
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for MassMutual Growth Opportunities Fund (MMAAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
No data
MMAAX
^GSPC

There is not enough data available to calculate the Sharpe ratio for MassMutual Growth Opportunities Fund. We calculate this metric based on the past 12 months of trading data. Please check back later for updated information.


Rolling 12-month Sharpe Ratio1.001.502.002.50Fri 23Aug 25Tue 27Thu 29Sat 31Mon 02Wed 04Fri 06Sep 08Tue 10Thu 12Sat 14Mon 16Wed 18Fri 20Sep 22
2.07
2.54
MMAAX (MassMutual Growth Opportunities Fund)
Benchmark (^GSPC)

Dividends

Dividend History

MassMutual Growth Opportunities Fund provided a 52.06% dividend yield over the last twelve months, with an annual payout of $1.26 per share.


0.00%10.00%20.00%30.00%40.00%50.00%$0.00$0.50$1.00$1.50$2.00$2.50$3.00$3.5020192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019
Dividend$1.26$0.00$0.51$2.48$2.02$3.10

Dividend yield

52.06%0.00%23.58%52.13%29.14%53.84%

Monthly Dividends

The table displays the monthly dividend distributions for MassMutual Growth Opportunities Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.26$1.26
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.51$0.51
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.48$2.48
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.02$2.02
2019$3.10$3.10

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-20.00%-15.00%-10.00%-5.00%0.00%Fri 23Aug 25Tue 27Thu 29Sat 31Mon 02Wed 04Fri 06Sep 08Tue 10Thu 12Sat 14Mon 16Wed 18Fri 20Sep 22
-16.10%
0
MMAAX (MassMutual Growth Opportunities Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the MassMutual Growth Opportunities Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the MassMutual Growth Opportunities Fund was 66.70%, occurring on Nov 20, 2008. Recovery took 1122 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-66.7%Oct 23, 20002026Nov 20, 20081122May 10, 20133148
-53.14%Nov 17, 2021229Oct 14, 2022
-46.05%Jul 21, 2015865Dec 24, 2018406Aug 5, 20201271
-15.79%Feb 16, 202162May 13, 202148Jul 22, 2021110
-10.43%Nov 28, 201433Jan 15, 2015126Jul 17, 2015159

Volatility

Volatility Chart

The current MassMutual Growth Opportunities Fund volatility is 5.64%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


4.00%5.00%6.00%7.00%8.00%Fri 23Aug 25Tue 27Thu 29Sat 31Mon 02Wed 04Fri 06Sep 08Tue 10Thu 12Sat 14Mon 16Wed 18Fri 20Sep 22
5.64%
4.19%
MMAAX (MassMutual Growth Opportunities Fund)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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