MSTDX vs. DLBMX
MSTDX (MassMutual Short Duration Bond Fund) and DLBMX (MassMutual Small Cap Opportunities Fund) are both mutual funds - MSTDX is a Short-Term Bond fund managed by MassMutual, while DLBMX is a Small Cap Blend Equities fund managed by MassMutual. Over the past 10 years, MSTDX returned 2.02%/yr vs 14.36%/yr for DLBMX. Their -0.08 correlation means they have often moved in opposite directions in the past. MSTDX charges 0.51%/yr vs 1.20%/yr for DLBMX.
Performance
MSTDX vs. DLBMX - Performance Comparison
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Returns By Period
In the year-to-date period, MSTDX achieves a 1.00% return, which is significantly lower than DLBMX's 17.09% return. Over the past 10 years, MSTDX has underperformed DLBMX with an annualized return of 2.02%, while DLBMX has yielded a comparatively higher 14.36% annualized return.
MSTDX
- 1D
- 0.11%
- 1M
- -0.21%
- 6M
- 0.43%
- YTD
- 1.00%
- 1Y
- 3.14%
- 3Y*
- 5.47%
- 5Y*
- 1.33%
- 10Y*
- 2.02%
- ALL TIME*
- 3.25%
DLBMX
- 1D
- -0.67%
- 1M
- -0.52%
- 6M
- 12.24%
- YTD
- 17.09%
- 1Y
- 27.15%
- 3Y*
- 13.46%
- 5Y*
- 14.68%
- 10Y*
- 14.36%
- ALL TIME*
- 10.46%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
MSTDX vs. DLBMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MSTDX MassMutual Short Duration Bond Fund | 1.00% | 6.18% | 6.38% | 5.88% | -11.19% | 1.79% | 2.29% | 4.49% | 1.68% | 2.61% |
DLBMX MassMutual Small Cap Opportunities Fund | 17.09% | 8.07% | 12.30% | 17.43% | -16.19% | 64.90% | 19.75% | 25.54% | -11.14% | 13.90% |
Correlation
The correlation between MSTDX and DLBMX is 0.22, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.22 |
Correlation (3Y) Balances recent behavior with more history. | 0.15 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.17 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.11 |
Correlation (All Time) Calculated using the full available price history since Jul 13, 1998 | -0.08 |
The correlation between MSTDX and DLBMX shifts across timeframes, from -0.08 (all time) to 0.22 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
MSTDX vs. DLBMX — Risk / Return Rank
MSTDX
DLBMX
MSTDX vs. DLBMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MassMutual Short Duration Bond Fund (MSTDX) and MassMutual Small Cap Opportunities Fund (DLBMX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MSTDX | DLBMX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.73 | ||
| Sortino ratioReturn per unit of downside risk | +1.82 | ||
| Omega ratioGain probability vs. loss probability | 1.53 | 1.24 | +0.29 |
| Calmar ratioReturn relative to maximum drawdown | 3.63 | 1.92 | +1.70 |
| Martin ratioReturn relative to average drawdown | 14.61 | 7.57 | +7.05 |
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Drawdowns
MSTDX vs. DLBMX - Drawdown Comparison
The maximum MSTDX drawdown since its inception was -13.31%, smaller than the maximum DLBMX drawdown of -65.12%. Use the drawdown chart below to compare losses from any high point for MSTDX and DLBMX.
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Drawdown Indicators
| MSTDX | DLBMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.31% | -65.12% | +51.81% |
Max Drawdown (1Y)Largest decline over 1 year | -1.06% | -12.42% | +11.36% |
Max Drawdown (3Y)Largest decline over 3 years | -1.06% | -24.84% | +23.78% |
Max Drawdown (5Y)Largest decline over 5 years | -13.31% | -29.39% | +16.08% |
Max Drawdown (10Y)Largest decline over 10 years | -13.31% | -42.55% | +29.24% |
Current DrawdownCurrent decline from peak | -0.21% | -1.89% | +1.68% |
Average DrawdownAverage peak-to-trough decline | -1.42% | -10.16% | +8.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.26% | 3.17% | -2.91% |
Volatility
MSTDX vs. DLBMX - Volatility Comparison
The current volatility for MassMutual Short Duration Bond Fund (MSTDX) is 0.43%, while MassMutual Small Cap Opportunities Fund (DLBMX) has a volatility of 3.66%. This indicates that MSTDX experiences smaller price fluctuations and is considered to be less risky than DLBMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MSTDX | DLBMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.43% | 3.66% | -3.23% |
Volatility (6M)Calculated over the trailing 6-month period | 1.41% | 13.24% | -11.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.85% | 17.59% | -15.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.35% | 31.67% | -29.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.07% | 28.15% | -26.08% |
MSTDX vs. DLBMX - Expense Ratio Comparison
MSTDX has a 0.51% expense ratio, which is lower than DLBMX's 1.20% expense ratio.
Dividends
MSTDX vs. DLBMX - Dividend Comparison
MSTDX's dividend yield for the trailing twelve months is around 4.09%, less than DLBMX's 8.64% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DLBMX MassMutual Small Cap Opportunities Fund | 8.64% | 10.11% | 9.33% | 4.73% | 0.88% | 35.42% | 7.82% | 0.46% | 11.94% | 13.55% | 3.14% | 11.15% |
MSTDX MassMutual Short Duration Bond Fund | 4.09% | 4.36% | 2.63% | 2.48% | 1.46% | 1.90% | 4.44% | 3.35% | 3.82% | 2.51% | 2.36% | 2.57% |
Frequently Asked Questions
MSTDX and DLBMX have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DLBMX has higher volatility (3.66%) compared to MSTDX (0.43%). In terms of maximum drawdown, MSTDX dropped -13.31% vs DLBMX's -65.12%.
MSTDX currently has the higher Sharpe Ratio (2.09 vs 1.36), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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