- ISIN
- US57629S7606
- Issuer
- MassMutual
- Inception Date
- Apr 30, 2001
- Category
- Foreign Large Cap Equities
- Min. Investment
- $0
- Distribution Policy
- Distributing
- Asset Class
- Equity
Share Price Chart
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Performance
MOSAX Performance Chart
MassMutual Overseas Fund (MOSAX) is up 2.0% since the beginning of the year. MOSAX is currently trading at $9 per share. Investors who bought $1,000 worth of MOSAX shares 5 years ago would now be looking at an investment worth $1,309.
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Returns By Period
MassMutual Overseas Fund (MOSAX) has returned 1.99% so far this year and 11.29% over the past 12 months. Over the last ten years, MOSAX has returned 8.99% per year, falling short of the S&P 500 Index benchmark, which averaged 13.71% annually.
MassMutual Overseas Fund
- 1D
- -0.34%
- 1M
- 0.58%
- YTD
- 1.99%
- 6M
- 1.75%
- 1Y
- 11.29%
- 3Y*
- 10.31%
- 5Y*
- 5.53%
- 10Y*
- 8.99%
Benchmark (S&P 500 Index)
- 1D
- -1.44%
- 1M
- -1.45%
- YTD
- 7.60%
- 6M
- 6.59%
- 1Y
- 22.24%
- 3Y*
- 19.20%
- 5Y*
- 11.54%
- 10Y*
- 13.71%
MOSAX Monthly Returns History
Based on dividend-adjusted daily data since May 2, 2001, MOSAX's average daily return is +0.03%, while the average monthly return is +0.56%. At this rate, an investment would double in approximately 10.3 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% | -8.95% | 5.16% | 2.45% | -0.57% | 1.99% | ||||||
| 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 -0.12%, beta of 0.81, and R2 of 0.63 versus S&P 500 Index. Calculated based on daily prices since May 02, 2001.
- This fund participated in 103.55% of S&P 500 Index downside but only 94.38% of its upside - more exposed to losses than it benefited from rallies.
- Alpha
- -0.12%
- Beta
- 0.81
- R²
- 0.63
- Upside Capture
- 94.38%
- Downside Capture
- 103.55%
Expense Ratio
MOSAX has a high expense ratio of 1.34%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
MOSAX ranks 12 for risk / return — in the bottom 12% 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 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.
| MOSAX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.93 | ||
| Sortino ratioReturn per unit of downside risk | -1.15 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.32 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 1.03 | 2.46 | -1.43 |
| Martin ratioReturn relative to average drawdown | 3.48 | 10.92 | -7.43 |
Dividends
Dividend History
MassMutual Overseas Fund provided a 17.85% 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 | 17.85% | 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 | $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 2.46%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -58.43%Mar 2009 | 1y 7mo | 4y 2mo | 5y 10moJul 2007 - May 2013 |
2003 bear market2003 | -37.58%Mar 2003 | 1y 10mo | 10mo 15d | 2y 8moMay 2001 - Jan 2004 |
COVID crash2020 | -36.75%Mar 2020 | 2mo 2d | 7mo 28d | 10moJan 2020 - Nov 2020 |
Bear market2022 | -33.69%Sep 2022 | 9mo 14d | 1y 11mo | 2y 8moDec 2021 - Aug 2024 |
2016 bear market2016 | -25.85%Feb 2016 | 1y 7mo | 1y 2mo | 2y 10moJul 2014 - May 2017 |
Drawdown Indicators
| MOSAX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.43% | -56.78% | -1.65% |
Max Drawdown (1Y)Largest decline over 1 year | -11.74% | -9.10% | -2.64% |
Max Drawdown (3Y)Largest decline over 3 years | -14.43% | -18.90% | +4.47% |
Max Drawdown (5Y)Largest decline over 5 years | -33.69% | -25.43% | -8.26% |
Max Drawdown (10Y)Largest decline over 10 years | -36.75% | -33.92% | -2.83% |
Current DrawdownCurrent decline from peak | -2.46% | -3.21% | +0.75% |
Average DrawdownAverage peak-to-trough decline | -11.60% | -10.71% | -0.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.46% | 2.04% | +1.42% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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