MOGAX vs. CRAZX

In the year-to-date period, MOGAX achieves a 0.68% return, which is significantly lower than CRAZX's 1.15% return. Over the past 10 years, MOGAX has underperformed CRAZX with an annualized return of 0.47%, while CRAZX has yielded a comparatively higher 5.04% annualized return.

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MOGAX has a 0.61% expense ratio, which is lower than CRAZX's 0.74% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for MassMutual 60/40 Allocation Fund (MOGAX) and Columbia Adaptive Risk Allocation Fund (CRAZX). 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.

The current MOGAX Sharpe Ratio is 0.19, which is lower than the CRAZX Sharpe Ratio of 0.63. The chart below compares the historical Sharpe Ratios of MOGAX and CRAZX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MOGAX's dividend yield for the trailing twelve months is around 6.18%, more than CRAZX's 2.50% yield.

The maximum MOGAX drawdown since its inception was -34.43%, which is greater than CRAZX's maximum drawdown of -18.21%. Use the drawdown chart below to compare losses from any high point for MOGAX and CRAZX. For additional features, visit the drawdowns tool.

MassMutual 60/40 Allocation Fund (MOGAX) has a higher volatility of 3.34% compared to Columbia Adaptive Risk Allocation Fund (CRAZX) at 3.18%. This indicates that MOGAX's price experiences larger fluctuations and is considered to be riskier than CRAZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.