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DLHYX vs. MSTDX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

DLHYX vs. MSTDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MassMutual High Yield Fund (DLHYX) and MassMutual Short Duration Bond Fund (MSTDX). The values are adjusted to include any dividend payments, if applicable.

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DLHYX vs. MSTDX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
DLHYX
MassMutual High Yield Fund
-1.25%8.61%6.37%11.16%-12.43%7.29%4.66%13.34%-3.00%7.46%
MSTDX
MassMutual Short Duration Bond Fund
-0.18%6.18%6.38%5.88%-11.19%1.79%2.29%4.49%1.68%2.61%

Returns By Period

In the year-to-date period, DLHYX achieves a -1.25% return, which is significantly lower than MSTDX's -0.18% return. Over the past 10 years, DLHYX has outperformed MSTDX with an annualized return of 5.23%, while MSTDX has yielded a comparatively lower 2.04% annualized return.


DLHYX

1D
0.25%
1M
-2.19%
YTD
-1.25%
6M
0.04%
1Y
6.40%
3Y*
6.88%
5Y*
3.20%
10Y*
5.23%

MSTDX

1D
0.11%
1M
-0.96%
YTD
-0.18%
6M
0.79%
1Y
4.15%
3Y*
5.56%
5Y*
1.25%
10Y*
2.04%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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DLHYX vs. MSTDX - Expense Ratio Comparison

DLHYX has a 0.74% expense ratio, which is higher than MSTDX's 0.51% expense ratio.


Return for Risk

DLHYX vs. MSTDX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DLHYX
DLHYX Risk / Return Rank: 8787
Overall Rank
DLHYX Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
DLHYX Sortino Ratio Rank: 8989
Sortino Ratio Rank
DLHYX Omega Ratio Rank: 9090
Omega Ratio Rank
DLHYX Calmar Ratio Rank: 8181
Calmar Ratio Rank
DLHYX Martin Ratio Rank: 8585
Martin Ratio Rank

MSTDX
MSTDX Risk / Return Rank: 9797
Overall Rank
MSTDX Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
MSTDX Sortino Ratio Rank: 9898
Sortino Ratio Rank
MSTDX Omega Ratio Rank: 9797
Omega Ratio Rank
MSTDX Calmar Ratio Rank: 9898
Calmar Ratio Rank
MSTDX Martin Ratio Rank: 9797
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DLHYX vs. MSTDX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for MassMutual High Yield Fund (DLHYX) and MassMutual Short Duration Bond Fund (MSTDX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


DLHYXMSTDXDifference

Sharpe ratio

Return per unit of total volatility

1.79

2.48

-0.69

Sortino ratio

Return per unit of downside risk

2.51

4.45

-1.95

Omega ratio

Gain probability vs. loss probability

1.41

1.65

-0.25

Calmar ratio

Return relative to maximum drawdown

1.94

4.45

-2.51

Martin ratio

Return relative to average drawdown

8.85

16.77

-7.92

DLHYX vs. MSTDX - Sharpe Ratio Comparison

The current DLHYX Sharpe Ratio is 1.79, which is comparable to the MSTDX Sharpe Ratio of 2.48. The chart below compares the historical Sharpe Ratios of DLHYX and MSTDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


DLHYXMSTDXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.79

2.48

-0.69

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.65

0.55

+0.10

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.96

1.00

-0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

1.27

1.24

+0.03

Correlation

The correlation between DLHYX and MSTDX is 0.17, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

DLHYX vs. MSTDX - Dividend Comparison

DLHYX's dividend yield for the trailing twelve months is around 6.18%, more than MSTDX's 4.09% yield.


TTM20252024202320222021202020192018201720162015
DLHYX
MassMutual High Yield Fund
6.18%6.72%4.14%4.59%4.64%5.80%5.20%6.14%6.02%6.40%6.14%6.89%
MSTDX
MassMutual Short Duration Bond Fund
4.09%4.36%2.63%2.48%1.46%1.90%4.44%3.35%3.82%2.51%2.36%2.57%

Drawdowns

DLHYX vs. MSTDX - Drawdown Comparison

The maximum DLHYX drawdown since its inception was -27.28%, which is greater than MSTDX's maximum drawdown of -13.31%. Use the drawdown chart below to compare losses from any high point for DLHYX and MSTDX.


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Drawdown Indicators


DLHYXMSTDXDifference

Max Drawdown

Largest peak-to-trough decline

-27.28%

-13.31%

-13.97%

Max Drawdown (1Y)

Largest decline over 1 year

-3.35%

-1.06%

-2.29%

Max Drawdown (5Y)

Largest decline over 5 years

-16.45%

-13.31%

-3.14%

Max Drawdown (10Y)

Largest decline over 10 years

-22.28%

-13.31%

-8.97%

Current Drawdown

Current decline from peak

-2.19%

-0.96%

-1.23%

Average Drawdown

Average peak-to-trough decline

-3.45%

-1.43%

-2.02%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.74%

0.28%

+0.46%

Volatility

DLHYX vs. MSTDX - Volatility Comparison

MassMutual High Yield Fund (DLHYX) has a higher volatility of 1.35% compared to MassMutual Short Duration Bond Fund (MSTDX) at 0.48%. This indicates that DLHYX's price experiences larger fluctuations and is considered to be riskier than MSTDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DLHYXMSTDXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.35%

0.48%

+0.87%

Volatility (6M)

Calculated over the trailing 6-month period

2.37%

1.21%

+1.16%

Volatility (1Y)

Calculated over the trailing 1-year period

3.88%

1.87%

+2.01%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.92%

2.29%

+2.63%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.48%

2.04%

+3.44%