MCBDX vs. MBCSX
Compare and contrast key facts about MassMutual Core Bond Fund (MCBDX) and MassMutual Blue Chip Growth Fund (MBCSX).
MCBDX is managed by MassMutual. It was launched on Sep 30, 1994. MBCSX is managed by MassMutual. It was launched on May 31, 2001.
Performance
MCBDX vs. MBCSX - Performance Comparison
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MCBDX vs. MBCSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MCBDX MassMutual Core Bond Fund | -0.81% | 8.03% | 1.13% | 6.64% | -15.29% | 38.26% | 8.42% | 9.62% | -0.48% | 4.60% |
MBCSX MassMutual Blue Chip Growth Fund | -14.78% | 16.68% | 35.05% | 51.00% | -34.11% | 17.05% | 33.53% | 38.41% | 0.22% | 34.43% |
Returns By Period
In the year-to-date period, MCBDX achieves a -0.81% return, which is significantly higher than MBCSX's -14.78% return. Over the past 10 years, MCBDX has underperformed MBCSX with an annualized return of 5.36%, while MBCSX has yielded a comparatively higher 15.21% annualized return.
MCBDX
- 1D
- 0.44%
- 1M
- -2.45%
- YTD
- -0.81%
- 6M
- 0.17%
- 1Y
- 4.43%
- 3Y*
- 4.01%
- 5Y*
- 6.72%
- 10Y*
- 5.36%
MBCSX
- 1D
- -0.12%
- 1M
- -9.17%
- YTD
- -14.78%
- 6M
- -13.95%
- 1Y
- 9.58%
- 3Y*
- 19.53%
- 5Y*
- 9.03%
- 10Y*
- 15.21%
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MCBDX vs. MBCSX - Expense Ratio Comparison
MCBDX has a 0.52% expense ratio, which is lower than MBCSX's 0.73% expense ratio.
Return for Risk
MCBDX vs. MBCSX — Risk / Return Rank
MCBDX
MBCSX
MCBDX vs. MBCSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MassMutual Core Bond Fund (MCBDX) and MassMutual Blue Chip Growth Fund (MBCSX). 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.
| MCBDX | MBCSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 0.42 | +0.72 |
Sortino ratioReturn per unit of downside risk | 1.63 | 0.78 | +0.85 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.11 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.78 | 0.37 | +1.41 |
Martin ratioReturn relative to average drawdown | 5.50 | 1.29 | +4.21 |
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
| MCBDX | MBCSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 0.42 | +0.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.31 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.60 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.40 | +0.12 |
Correlation
The correlation between MCBDX and MBCSX is -0.13. 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
MCBDX vs. MBCSX - Dividend Comparison
MCBDX's dividend yield for the trailing twelve months is around 4.14%, less than MBCSX's 50.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MCBDX MassMutual Core Bond Fund | 4.14% | 4.50% | 1.93% | 4.62% | 3.83% | 31.12% | 5.98% | 3.35% | 3.32% | 2.96% | 3.29% | 1.43% |
MBCSX MassMutual Blue Chip Growth Fund | 50.80% | 43.29% | 13.12% | 23.06% | 18.44% | 21.93% | 4.59% | 11.06% | 6.70% | 4.00% | 4.77% | 18.85% |
Drawdowns
MCBDX vs. MBCSX - Drawdown Comparison
The maximum MCBDX drawdown since its inception was -22.01%, smaller than the maximum MBCSX drawdown of -54.66%. Use the drawdown chart below to compare losses from any high point for MCBDX and MBCSX.
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Drawdown Indicators
| MCBDX | MBCSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.01% | -54.66% | +32.65% |
Max Drawdown (1Y)Largest decline over 1 year | -3.04% | -17.47% | +14.43% |
Max Drawdown (5Y)Largest decline over 5 years | -22.01% | -48.37% | +26.36% |
Max Drawdown (10Y)Largest decline over 10 years | -22.01% | -48.37% | +26.36% |
Current DrawdownCurrent decline from peak | -5.73% | -17.47% | +11.74% |
Average DrawdownAverage peak-to-trough decline | -3.53% | -12.08% | +8.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.98% | 5.01% | -4.03% |
Volatility
MCBDX vs. MBCSX - Volatility Comparison
The current volatility for MassMutual Core Bond Fund (MCBDX) is 1.50%, while MassMutual Blue Chip Growth Fund (MBCSX) has a volatility of 5.41%. This indicates that MCBDX experiences smaller price fluctuations and is considered to be less risky than MBCSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MCBDX | MBCSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.50% | 5.41% | -3.91% |
Volatility (6M)Calculated over the trailing 6-month period | 2.53% | 12.06% | -9.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.34% | 22.49% | -18.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.09% | 29.76% | -9.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.44% | 25.53% | -11.09% |