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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in MassMutual Overseas Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
MassMutual Overseas Fund (MOSAX) has returned -7.37% so far this year and 8.70% over the past 12 months. Over the last ten years, MOSAX has returned 7.44% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.
MassMutual Overseas Fund
- 1D
- 0.38%
- 1M
- -11.41%
- YTD
- -7.37%
- 6M
- -3.99%
- 1Y
- 8.70%
- 3Y*
- 7.26%
- 5Y*
- 4.73%
- 10Y*
- 7.44%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since May 2, 2001, MOSAX's average daily return is +0.03%, while the average monthly return is +0.53%. At this rate, your investment would double in approximately 10.9 years.
Historically, 58% of months were positive and 42% were negative. The best month was Nov 2020 with a return of +18.5%, while the worst month was Oct 2008 at -20.2%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 6 months.
On a daily basis, MOSAX closed higher 51% of trading days. The best single day was Oct 13, 2008 with a return of +12.0%, while the worst single day was Mar 12, 2020 at -11.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.75% | 2.76% | -11.41% | -7.37% | |||||||||
| 2025 | 5.70% | 2.23% | -1.03% | 3.24% | 5.16% | 2.24% | -2.30% | 2.24% | 2.09% | -0.00% | 0.72% | 2.91% | 25.48% |
| 2024 | -1.64% | 2.26% | 2.45% | -3.30% | 4.47% | -2.93% | 2.90% | 3.27% | 2.07% | -5.78% | -1.02% | -2.06% | 0.12% |
| 2023 | 10.43% | -2.58% | 3.65% | 2.79% | -4.26% | 4.94% | 2.59% | -4.36% | -5.52% | -3.68% | 9.22% | 5.28% | 18.26% |
| 2022 | -2.42% | -4.85% | -1.02% | -6.19% | 2.56% | -9.05% | 4.45% | -6.14% | -9.08% | 5.87% | 14.15% | -2.29% | -15.35% |
| 2021 | -2.27% | 3.86% | 2.55% | 3.11% | 4.42% | -1.92% | 0.20% | 1.18% | -3.39% | 4.21% | -4.42% | 5.02% | 12.61% |
Benchmark Metrics
MassMutual Overseas Fund has an annualized alpha of 0.03%, beta of 0.81, and R² of 0.63 versus S&P 500 Index. Calculated based on daily prices since May 03, 2001.
- This fund participated in 103.65% of S&P 500 Index downside but only 95.76% of its upside — more exposed to losses than it benefited from rallies.
- Alpha
- 0.03%
- Beta
- 0.81
- R²
- 0.63
- Upside Capture
- 95.76%
- Downside Capture
- 103.65%
Expense Ratio
MOSAX has a high expense ratio of 1.34%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
MOSAX ranks 16 for risk / return — in the bottom 16% 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 Overseas Fund (MOSAX) and compare them to a chosen benchmark (S&P 500 Index).
| MOSAX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.48 | 0.90 | -0.41 |
Sortino ratioReturn per unit of downside risk | 0.72 | 1.39 | -0.66 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.21 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.54 | 1.40 | -0.86 |
Martin ratioReturn relative to average drawdown | 2.00 | 6.61 | -4.61 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore MOSAX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
MassMutual Overseas Fund provided a 19.66% dividend yield over the last twelve months, with an annual payout of $1.56 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.56 | $1.56 | $0.49 | $0.19 | $0.68 | $0.92 | $0.16 | $0.44 | $0.87 | $0.14 | $0.13 | $0.24 |
Dividend yield | 19.66% | 18.21% | 6.02% | 2.24% | 9.26% | 9.64% | 1.78% | 5.10% | 12.16% | 1.42% | 1.71% | 3.12% |
Monthly Dividends
The table displays the monthly dividend distributions for MassMutual Overseas 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 | |||||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.56 | $1.56 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.49 | $0.49 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.19 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.68 | $0.68 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.92 | $0.92 |
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 Overseas 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 Overseas Fund was 58.43%, occurring on Mar 9, 2009. Recovery took 1057 trading sessions.
The current MassMutual Overseas Fund drawdown is 11.41%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.43% | Jul 17, 2007 | 415 | Mar 9, 2009 | 1057 | May 20, 2013 | 1472 |
| -37.58% | May 3, 2001 | 464 | Mar 12, 2003 | 217 | Jan 21, 2004 | 681 |
| -36.75% | Jan 21, 2020 | 44 | Mar 23, 2020 | 166 | Nov 16, 2020 | 210 |
| -33.69% | Dec 17, 2021 | 195 | Sep 27, 2022 | 481 | Aug 27, 2024 | 676 |
| -25.85% | Jul 7, 2014 | 405 | Feb 11, 2016 | 309 | May 4, 2017 | 714 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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