MCBDX vs. MOSAX
Compare and contrast key facts about MassMutual Core Bond Fund (MCBDX) and MassMutual Overseas Fund (MOSAX).
MCBDX is managed by MassMutual. It was launched on Sep 30, 1994. MOSAX is managed by MassMutual. It was launched on Apr 30, 2001.
Performance
MCBDX vs. MOSAX - Performance Comparison
Loading graphics...
MCBDX vs. MOSAX - 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% |
MOSAX MassMutual Overseas Fund | -7.37% | 25.48% | 0.12% | 18.26% | -15.35% | 12.61% | 8.51% | 28.26% | -16.78% | 26.44% |
Returns By Period
In the year-to-date period, MCBDX achieves a -0.81% return, which is significantly higher than MOSAX's -7.37% return. Over the past 10 years, MCBDX has underperformed MOSAX with an annualized return of 5.36%, while MOSAX has yielded a comparatively higher 7.44% 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%
MOSAX
- 1D
- 0.38%
- 1M
- -11.41%
- YTD
- -7.37%
- 6M
- -3.99%
- 1Y
- 8.70%
- 3Y*
- 7.26%
- 5Y*
- 4.73%
- 10Y*
- 7.44%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MCBDX vs. MOSAX - Expense Ratio Comparison
MCBDX has a 0.52% expense ratio, which is lower than MOSAX's 1.34% expense ratio.
Return for Risk
MCBDX vs. MOSAX — Risk / Return Rank
MCBDX
MOSAX
MCBDX vs. MOSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MassMutual Core Bond Fund (MCBDX) and MassMutual Overseas Fund (MOSAX). 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 | MOSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 0.48 | +0.66 |
Sortino ratioReturn per unit of downside risk | 1.63 | 0.72 | +0.91 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.10 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.78 | 0.54 | +1.24 |
Martin ratioReturn relative to average drawdown | 5.50 | 2.00 | +3.50 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MCBDX | MOSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 0.48 | +0.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.27 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.41 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.26 | +0.27 |
Correlation
The correlation between MCBDX and MOSAX 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
MCBDX vs. MOSAX - Dividend Comparison
MCBDX's dividend yield for the trailing twelve months is around 4.14%, less than MOSAX's 19.66% 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% |
MOSAX MassMutual Overseas Fund | 19.66% | 18.21% | 6.02% | 2.24% | 9.26% | 9.64% | 1.78% | 5.10% | 12.16% | 1.42% | 1.71% | 3.12% |
Drawdowns
MCBDX vs. MOSAX - Drawdown Comparison
The maximum MCBDX drawdown since its inception was -22.01%, smaller than the maximum MOSAX drawdown of -58.43%. Use the drawdown chart below to compare losses from any high point for MCBDX and MOSAX.
Loading graphics...
Drawdown Indicators
| MCBDX | MOSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.01% | -58.43% | +36.42% |
Max Drawdown (1Y)Largest decline over 1 year | -3.04% | -11.74% | +8.70% |
Max Drawdown (5Y)Largest decline over 5 years | -22.01% | -33.69% | +11.68% |
Max Drawdown (10Y)Largest decline over 10 years | -22.01% | -36.75% | +14.74% |
Current DrawdownCurrent decline from peak | -5.73% | -11.41% | +5.68% |
Average DrawdownAverage peak-to-trough decline | -3.53% | -11.67% | +8.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.98% | 3.18% | -2.20% |
Volatility
MCBDX vs. MOSAX - Volatility Comparison
The current volatility for MassMutual Core Bond Fund (MCBDX) is 1.50%, while MassMutual Overseas Fund (MOSAX) has a volatility of 6.11%. This indicates that MCBDX experiences smaller price fluctuations and is considered to be less risky than MOSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MCBDX | MOSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.50% | 6.11% | -4.61% |
Volatility (6M)Calculated over the trailing 6-month period | 2.53% | 9.57% | -7.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.34% | 15.24% | -10.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.09% | 17.54% | +2.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.44% | 18.18% | -3.74% |