- ISIN
- US57629S7374
- Issuer
- MassMutual
- Inception Date
- May 31, 2001
- Category
- Large Cap Growth Equities
- Min. Investment
- $0
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
MBCSX Performance Chart
MassMutual Blue Chip Growth Fund (MBCSX) is down 0.7% since the beginning of the year. MBCSX is currently trading at $19 per share. Investors who bought $1,000 worth of MBCSX shares 5 years ago would now be looking at an investment worth $1,655.
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Returns By Period
MassMutual Blue Chip Growth Fund (MBCSX) has returned -0.74% so far this year and 13.29% over the past 12 months. Looking at the last ten years, MBCSX has achieved an annualized return of 16.96%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.
MassMutual Blue Chip Growth Fund
- 1D
- 1.40%
- 1M
- -2.34%
- YTD
- -0.74%
- 6M
- -1.31%
- 1Y
- 13.29%
- 3Y*
- 20.24%
- 5Y*
- 10.60%
- 10Y*
- 16.96%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
MBCSX Monthly Returns History
Based on dividend-adjusted daily data since May 31, 2001, MBCSX's average daily return is +0.05%, while the average monthly return is +0.90%. At this rate, an investment would double in approximately 6.4 years.
Historically, 61% of months were positive and 39% were negative. The best month was Apr 2020 with a return of +13.6%, while the worst month was Oct 2008 at -18.7%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 5 months.
On a daily basis, MBCSX closed higher 52% of trading days. The best single day was Dec 13, 2023 with a return of +25.2%, while the worst single day was Dec 17, 2021 at -20.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.69% | -4.56% | -5.68% | 11.63% | 4.97% | -4.27% | -0.74% | ||||||
| 2025 | 3.30% | -4.07% | -8.43% | 1.46% | 9.96% | 6.39% | 2.79% | 0.62% | 3.73% | 2.45% | -1.96% | 0.52% | 16.68% |
| 2024 | 3.19% | 7.56% | 2.10% | -4.70% | 5.68% | 6.35% | -1.59% | 2.04% | 3.17% | 0.14% | 7.10% | 0.13% | 35.05% |
| 2023 | 11.62% | -1.94% | 8.47% | 1.56% | 6.51% | 6.30% | 3.89% | -1.13% | -5.82% | -1.54% | 11.26% | 4.36% | 51.00% |
| 2022 | -8.89% | -4.61% | 2.96% | -11.10% | -7.16% | -8.18% | 11.88% | -5.17% | -9.99% | 4.13% | 5.51% | -7.39% | -34.11% |
| 2021 | -1.84% | 2.14% | 1.23% | 6.61% | -0.62% | 5.03% | 2.30% | 3.18% | -6.05% | 5.63% | -1.50% | 0.42% | 17.05% |
Benchmark Metrics
MassMutual Blue Chip Growth Fund has an annualized alpha of 2.43%, beta of 1.06, and R2 of 0.79 versus S&P 500 Index. Calculated based on daily prices since May 31, 2001.
- This fund captured 112.68% of S&P 500 Index gains and 101.48% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- This fund generated an annualized alpha of 2.43% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 1.06 and R2 of 0.79, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 2.43%
- Beta
- 1.06
- R²
- 0.79
- Upside Capture
- 112.68%
- Downside Capture
- 101.48%
Expense Ratio
MBCSX has an expense ratio of 0.73%, placing it in the medium range.
Return for Risk
Risk / Return Rank
MBCSX ranks 9 for risk / return — in the bottom 9% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for MassMutual Blue Chip Growth Fund (MBCSX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MBCSX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.27 | ||
| Sortino ratioReturn per unit of downside risk | -1.63 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.37 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | 0.73 | 2.78 | -2.06 |
| Martin ratioReturn relative to average drawdown | 2.31 | 12.44 | -10.13 |
Dividends
Dividend History
MassMutual Blue Chip Growth Fund provided a 43.61% dividend yield over the last twelve months, with an annual payout of $8.20 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $8.20 | $8.20 | $3.06 | $4.55 | $2.98 | $6.32 | $1.38 | $2.60 | $1.27 | $0.81 | $0.74 | $3.01 |
Dividend yield | 43.61% | 43.29% | 13.12% | 23.06% | 18.44% | 21.93% | 4.59% | 11.06% | 6.70% | 4.00% | 4.77% | 18.85% |
Monthly Dividends
The table displays the monthly dividend distributions for MassMutual Blue Chip Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $8.20 | $8.20 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.65 | $0.00 | $0.00 | $0.41 | $3.06 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.55 | $4.55 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.98 | $2.98 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.32 | $6.32 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the MassMutual Blue Chip Growth 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 Blue Chip Growth Fund was 54.66%, occurring on Nov 20, 2008. Recovery took 660 trading sessions.
The current MassMutual Blue Chip Growth Fund drawdown is 4.71%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -54.66%Nov 2008 | 1y 1mo | 2y 7mo | 3y 8moOct 2007 - Jul 2011 |
Bear market2022 | -48.37%Oct 2022 | 10mo 1d | 1y 8mo | 2y 6moDec 2021 - Jul 2024 |
Dot-com crash2000–2002 | -40.66%Oct 2002 | 1y 4mo | 4y 3mo | 5y 7moJun 2001 - Jan 2007 |
COVID crash2020 | -28.89%Mar 2020 | 1mo 2d | 2mo 14d | 3mo 16dFeb 2020 - Jun 2020 |
2025 selloff2025 | -22.92%Apr 2025 | 2mo 14d | 2mo 17d | 5mo 1dJan 2025 - Jun 2025 |
Drawdown Indicators
| MBCSX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.66% | -56.78% | +2.12% |
Max Drawdown (1Y)Largest decline over 1 year | -17.47% | -9.10% | -8.37% |
Max Drawdown (3Y)Largest decline over 3 years | -22.92% | -18.90% | -4.02% |
Max Drawdown (5Y)Largest decline over 5 years | -48.37% | -25.43% | -22.94% |
Max Drawdown (10Y)Largest decline over 10 years | -48.37% | -33.92% | -14.45% |
Current DrawdownCurrent decline from peak | -4.71% | -1.80% | -2.91% |
Average DrawdownAverage peak-to-trough decline | -12.02% | -10.71% | -1.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.47% | 2.03% | +3.44% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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