MOSAX vs. MCBDX
Compare and contrast key facts about MassMutual Overseas Fund (MOSAX) and MassMutual Core Bond Fund (MCBDX).
MOSAX is managed by MassMutual. It was launched on Apr 30, 2001. MCBDX is managed by MassMutual. It was launched on Sep 30, 1994.
Performance
MOSAX vs. MCBDX - Performance Comparison
Loading graphics...
MOSAX vs. MCBDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MOSAX MassMutual Overseas Fund | -7.37% | 25.48% | 0.12% | 18.26% | -15.35% | 12.61% | 8.51% | 28.26% | -16.78% | 26.44% |
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% |
Returns By Period
In the year-to-date period, MOSAX achieves a -7.37% return, which is significantly lower than MCBDX's -0.81% return. Over the past 10 years, MOSAX has outperformed MCBDX with an annualized return of 7.44%, while MCBDX has yielded a comparatively lower 5.36% annualized return.
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%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MOSAX vs. MCBDX - Expense Ratio Comparison
MOSAX has a 1.34% expense ratio, which is higher than MCBDX's 0.52% expense ratio.
Return for Risk
MOSAX vs. MCBDX — Risk / Return Rank
MOSAX
MCBDX
MOSAX vs. MCBDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MassMutual Overseas Fund (MOSAX) and MassMutual Core Bond Fund (MCBDX). 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.
| MOSAX | MCBDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.48 | 1.15 | -0.66 |
Sortino ratioReturn per unit of downside risk | 0.72 | 1.63 | -0.91 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.21 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.54 | 1.78 | -1.24 |
Martin ratioReturn relative to average drawdown | 2.00 | 5.50 | -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
| MOSAX | MCBDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.48 | 1.15 | -0.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.34 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.37 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.52 | -0.27 |
Correlation
The correlation between MOSAX and MCBDX 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
MOSAX vs. MCBDX - Dividend Comparison
MOSAX's dividend yield for the trailing twelve months is around 19.66%, more than MCBDX's 4.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
MOSAX vs. MCBDX - Drawdown Comparison
The maximum MOSAX drawdown since its inception was -58.43%, which is greater than MCBDX's maximum drawdown of -22.01%. Use the drawdown chart below to compare losses from any high point for MOSAX and MCBDX.
Loading graphics...
Drawdown Indicators
| MOSAX | MCBDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.43% | -22.01% | -36.42% |
Max Drawdown (1Y)Largest decline over 1 year | -11.74% | -3.04% | -8.70% |
Max Drawdown (5Y)Largest decline over 5 years | -33.69% | -22.01% | -11.68% |
Max Drawdown (10Y)Largest decline over 10 years | -36.75% | -22.01% | -14.74% |
Current DrawdownCurrent decline from peak | -11.41% | -5.73% | -5.68% |
Average DrawdownAverage peak-to-trough decline | -11.67% | -3.53% | -8.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.18% | 0.98% | +2.20% |
Volatility
MOSAX vs. MCBDX - Volatility Comparison
MassMutual Overseas Fund (MOSAX) has a higher volatility of 6.11% compared to MassMutual Core Bond Fund (MCBDX) at 1.50%. This indicates that MOSAX's price experiences larger fluctuations and is considered to be riskier than MCBDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MOSAX | MCBDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.11% | 1.50% | +4.61% |
Volatility (6M)Calculated over the trailing 6-month period | 9.57% | 2.53% | +7.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.24% | 4.34% | +10.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.54% | 20.09% | -2.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.18% | 14.44% | +3.74% |