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MCBDX vs. PRCIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

MCBDX vs. PRCIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MassMutual Core Bond Fund (MCBDX) and T. Rowe Price New Income Fund (PRCIX). The values are adjusted to include any dividend payments, if applicable.

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MCBDX vs. PRCIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
PRCIX
T. Rowe Price New Income Fund
-0.24%10.79%1.31%5.31%-14.87%-0.54%5.77%9.28%-0.62%4.01%

Returns By Period

In the year-to-date period, MCBDX achieves a -0.81% return, which is significantly lower than PRCIX's -0.24% return. Over the past 10 years, MCBDX has outperformed PRCIX with an annualized return of 5.36%, while PRCIX has yielded a comparatively lower 1.78% 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%

PRCIX

1D
0.51%
1M
-2.46%
YTD
-0.24%
6M
2.00%
1Y
7.55%
3Y*
4.38%
5Y*
0.50%
10Y*
1.78%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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MCBDX vs. PRCIX - Expense Ratio Comparison

MCBDX has a 0.52% expense ratio, which is higher than PRCIX's 0.44% expense ratio.


Return for Risk

MCBDX vs. PRCIX — Risk / Return Rank

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

MCBDX
MCBDX Risk / Return Rank: 6262
Overall Rank
MCBDX Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
MCBDX Sortino Ratio Rank: 6464
Sortino Ratio Rank
MCBDX Omega Ratio Rank: 5050
Omega Ratio Rank
MCBDX Calmar Ratio Rank: 7676
Calmar Ratio Rank
MCBDX Martin Ratio Rank: 5757
Martin Ratio Rank

PRCIX
PRCIX Risk / Return Rank: 8989
Overall Rank
PRCIX Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
PRCIX Sortino Ratio Rank: 9191
Sortino Ratio Rank
PRCIX Omega Ratio Rank: 8282
Omega Ratio Rank
PRCIX Calmar Ratio Rank: 9393
Calmar Ratio Rank
PRCIX Martin Ratio Rank: 8989
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.

MCBDX vs. PRCIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for MassMutual Core Bond Fund (MCBDX) and T. Rowe Price New Income Fund (PRCIX). 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.


MCBDXPRCIXDifference

Sharpe ratio

Return per unit of total volatility

1.15

1.80

-0.65

Sortino ratio

Return per unit of downside risk

1.63

2.67

-1.04

Omega ratio

Gain probability vs. loss probability

1.21

1.33

-0.12

Calmar ratio

Return relative to maximum drawdown

1.78

2.96

-1.18

Martin ratio

Return relative to average drawdown

5.50

9.93

-4.43

MCBDX vs. PRCIX - Sharpe Ratio Comparison

The current MCBDX Sharpe Ratio is 1.15, which is lower than the PRCIX Sharpe Ratio of 1.80. The chart below compares the historical Sharpe Ratios of MCBDX and PRCIX, 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


MCBDXPRCIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.15

1.80

-0.65

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.34

0.08

+0.25

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.37

0.36

+0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.52

0.79

-0.26

Correlation

The correlation between MCBDX and PRCIX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

MCBDX vs. PRCIX - Dividend Comparison

MCBDX's dividend yield for the trailing twelve months is around 4.14%, less than PRCIX's 8.24% yield.


TTM20252024202320222021202020192018201720162015
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%
PRCIX
T. Rowe Price New Income Fund
8.24%7.79%4.48%4.37%1.80%2.65%3.33%2.88%3.03%2.66%2.56%2.55%

Drawdowns

MCBDX vs. PRCIX - Drawdown Comparison

The maximum MCBDX drawdown since its inception was -22.01%, roughly equal to the maximum PRCIX drawdown of -22.34%. Use the drawdown chart below to compare losses from any high point for MCBDX and PRCIX.


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Drawdown Indicators


MCBDXPRCIXDifference

Max Drawdown

Largest peak-to-trough decline

-22.01%

-22.34%

+0.33%

Max Drawdown (1Y)

Largest decline over 1 year

-3.04%

-2.96%

-0.08%

Max Drawdown (5Y)

Largest decline over 5 years

-22.01%

-19.65%

-2.36%

Max Drawdown (10Y)

Largest decline over 10 years

-22.01%

-19.65%

-2.36%

Current Drawdown

Current decline from peak

-5.73%

-2.46%

-3.27%

Average Drawdown

Average peak-to-trough decline

-3.53%

-4.43%

+0.90%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.98%

0.88%

+0.10%

Volatility

MCBDX vs. PRCIX - Volatility Comparison

The current volatility for MassMutual Core Bond Fund (MCBDX) is 1.50%, while T. Rowe Price New Income Fund (PRCIX) has a volatility of 1.67%. This indicates that MCBDX experiences smaller price fluctuations and is considered to be less risky than PRCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MCBDXPRCIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.50%

1.67%

-0.17%

Volatility (6M)

Calculated over the trailing 6-month period

2.53%

2.81%

-0.28%

Volatility (1Y)

Calculated over the trailing 1-year period

4.34%

4.58%

-0.24%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.09%

5.93%

+14.16%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.44%

4.93%

+9.51%