Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBBIX (MASSMUTUAL PREMIER BALANCED FUND CLASS I) | NA | 2.74% | 11.43% | 8.33% | 8.45% | NA | NA | … | … |
Data as of 09/22/2025, Common starting date is 04/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBBIX (MASSMUTUAL PREMIER BALANCED FUND CLASS I) | 04/02/2014 | 09/22/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.74 | 11.43 | 8.33 | 8.45 | NA | NA | … | … | 8.47 | 8.56 | 13.20 | -14.09 | 20.41 | 10.99 | 19.65 | -5.02 | 16.23 | 8.80 | -1.38 | 6.15 |
| Sharpe Ratio | NA | 0.00 | 0.28 | 0.21 | 0.32 | NA | NA | … | … | 0.16 | 0.51 | 1.16 | -1.02 | 0.53 | 0.51 | 2.53 | -0.54 | 3.01 | 0.91 | -0.14 | 1.19 |
| Standard Deviation(%) | NA | 48.08 | 28.87 | 28.83 | 22.13 | NA | NA | … | … | 56.14 | 9.75 | 8.30 | 15.23 | 38.44 | 21.13 | 7.18 | 11.89 | 5.20 | 9.39 | 9.79 | 6.93 |
| Draw Down(%) | NA | 28.69 | 28.69 | 37.71 | 37.71 | NA | NA | … | … | 27.51 | 8.59 | 7.45 | 20.25 | 23.92 | 24.76 | 4.04 | 13.27 | 1.62 | 7.53 | 8.72 | 4.84 |
| Yield(%) | 0.00 | 3.25 | 2.68 | 7.65 | 7.62 | 5.37 | 4.03 | … | … | 1.78 | 1.84 | 1.96 | 1.52 | 27.16 | 3.61 | 7.29 | 7.59 | 7.97 | 2.63 | 10.17 | 10.45 |
Data as of 09/22/2025, Common starting date is 04/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBBIX (MASSMUTUAL PREMIER BALANCED FUND CLASS I) |
1.83%
Dec 2021 – Dec 2024 |
3.65%
Mar 2015 – Mar 2020 |
6.83%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBBIX (MASSMUTUAL PREMIER BALANCED FUND CLASS I) |
16.93%
Dec 2018 – Dec 2021 |
12.05%
Oct 2016 – Oct 2021 |
8.18%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart