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Sortino 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 Sortino 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 4, 2026.


SymbolName1Y Sortino Ratio5Y Sortino Ratio10Y Sortino RatioAll Time Sortino Ratio
STDAXSEI Asset Allocation Trust Defensive Strategy Allocation Fund8.56
TIBIXThornburg Investment Income Builder Fund Class I6.85
NWQIXNuveen Flexible Income Fund6.50
FMUAXFederated Hermes Municipal and Stock Advantage Fund5.86
AYBLXPioneer Balanced ESG Fund5.17
AOBLXVictory Pioneer Balanced Fund Class A5.13
EKBAXAllspring Diversified Capital Builder Fund5.13
FIQDXFidelity Advisor Strategic Real Return Fund Class Z5.11
FSRKXFidelity Strategic Real Return Fund Class K65.11
FSRRXFidelity Strategic Real Return Fund4.95
MOGAXMassMutual 60/40 Allocation Fund

S&P 500 Index

How to choose period

Historical Sortino Ratio

The chart shows MOGAX's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. 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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