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MassMutual 60/40 Allocation Fund (MOGAX) Sharpe Ratio

Mutual Fund · Currency in USD · Last updated Jun 25, 2026

The fund is a "fund of funds" and seeks to achieve its investment objective by investing in a combination of U.S. domestic and international mutual funds ("underlying funds") using an asset allocation strategy. It typically invests approximately 60% of its assets in equity and similar funds and approximately 40% in fixed income funds, including money market funds.

Sharpe ratio is not yet available for MOGAX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar mutual funds

The table compares MassMutual 60/40 Allocation Fund's Sharpe Ratio with other mutual funds in the Diversified Portfolio category across multiple time periods, showing how MOGAX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 25, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
STDAXSEI Asset Allocation Trust Defensive Strategy Allocation Fund4.65
TIBIXThornburg Investment Income Builder Fund Class I4.14
NWQIXNuveen Flexible Income Fund3.60
EKBAXAllspring Diversified Capital Builder Fund3.15
AYBLXPioneer Balanced ESG Fund3.13
AOBLXVictory Pioneer Balanced Fund Class A3.11
FMUAXFederated Hermes Municipal and Stock Advantage Fund2.98
IPFCXPoplar Forest Cornerstone Fund2.85
FIQWXFidelity Advisor Strategic Dividend & Income Fund Class Z2.76
FSIDXFidelity Advisor Strategic Dividend & Income Fund Class I2.74
MOGAXMassMutual 60/40 Allocation Fund—

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows MOGAX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when MOGAX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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How does MOGAX fit in your portfolio?

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