MBCSX vs. MSTDX
Compare and contrast key facts about MassMutual Blue Chip Growth Fund (MBCSX) and MassMutual Short Duration Bond Fund (MSTDX).
MBCSX is managed by MassMutual. It was launched on May 31, 2001. MSTDX is managed by MassMutual. It was launched on Sep 30, 1994.
Performance
MBCSX vs. MSTDX - Performance Comparison
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MBCSX vs. MSTDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MBCSX MassMutual Blue Chip Growth Fund | -11.50% | 16.68% | 35.05% | 51.00% | -34.11% | 17.05% | 33.53% | 38.41% | 0.22% | 34.43% |
MSTDX MassMutual Short Duration Bond Fund | -0.08% | 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, MBCSX achieves a -11.50% return, which is significantly lower than MSTDX's -0.08% return. Over the past 10 years, MBCSX has outperformed MSTDX with an annualized return of 15.64%, while MSTDX has yielded a comparatively lower 2.05% annualized return.
MBCSX
- 1D
- 3.84%
- 1M
- -5.79%
- YTD
- -11.50%
- 6M
- -11.27%
- 1Y
- 12.93%
- 3Y*
- 21.04%
- 5Y*
- 9.46%
- 10Y*
- 15.64%
MSTDX
- 1D
- 0.11%
- 1M
- -0.64%
- YTD
- -0.08%
- 6M
- 0.79%
- 1Y
- 4.27%
- 3Y*
- 5.60%
- 5Y*
- 1.27%
- 10Y*
- 2.05%
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MBCSX vs. MSTDX - Expense Ratio Comparison
MBCSX has a 0.73% expense ratio, which is higher than MSTDX's 0.51% expense ratio.
Return for Risk
MBCSX vs. MSTDX — Risk / Return Rank
MBCSX
MSTDX
MBCSX vs. MSTDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MassMutual Blue Chip Growth Fund (MBCSX) 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.
| MBCSX | MSTDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 2.35 | -1.74 |
Sortino ratioReturn per unit of downside risk | 1.04 | 4.12 | -3.08 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.60 | -0.46 |
Calmar ratioReturn relative to maximum drawdown | 0.78 | 4.45 | -3.67 |
Martin ratioReturn relative to average drawdown | 2.69 | 16.48 | -13.79 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MBCSX | MSTDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 2.35 | -1.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.56 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 1.01 | -0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 1.24 | -0.83 |
Correlation
The correlation between MBCSX and MSTDX is -0.09. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
MBCSX vs. MSTDX - Dividend Comparison
MBCSX's dividend yield for the trailing twelve months is around 48.92%, more than MSTDX's 4.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MBCSX MassMutual Blue Chip Growth Fund | 48.92% | 43.29% | 13.12% | 23.06% | 18.44% | 21.93% | 4.59% | 11.06% | 6.70% | 4.00% | 4.77% | 18.85% |
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
MBCSX vs. MSTDX - Drawdown Comparison
The maximum MBCSX drawdown since its inception was -54.66%, which is greater than MSTDX's maximum drawdown of -13.31%. Use the drawdown chart below to compare losses from any high point for MBCSX and MSTDX.
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Drawdown Indicators
| MBCSX | MSTDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.66% | -13.31% | -41.35% |
Max Drawdown (1Y)Largest decline over 1 year | -17.47% | -1.06% | -16.41% |
Max Drawdown (5Y)Largest decline over 5 years | -48.37% | -13.31% | -35.06% |
Max Drawdown (10Y)Largest decline over 10 years | -48.37% | -13.31% | -35.06% |
Current DrawdownCurrent decline from peak | -14.30% | -0.85% | -13.45% |
Average DrawdownAverage peak-to-trough decline | -12.09% | -1.43% | -10.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.10% | 0.29% | +4.81% |
Volatility
MBCSX vs. MSTDX - Volatility Comparison
MassMutual Blue Chip Growth Fund (MBCSX) has a higher volatility of 6.85% compared to MassMutual Short Duration Bond Fund (MSTDX) at 0.47%. This indicates that MBCSX'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
| MBCSX | MSTDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.85% | 0.47% | +6.38% |
Volatility (6M)Calculated over the trailing 6-month period | 12.65% | 1.16% | +11.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.76% | 1.87% | +20.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.81% | 2.29% | +27.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.56% | 2.04% | +23.52% |