Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBLDX (MASSMUTUAL PREMIER BALANCED FUND CLASS R5) | NA | 2.55% | 11.27% | 2.64% | 5.49% | 6.52% | 5.80% | … | … |
Data as of 09/22/2025, Common starting date is 12/28/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBLDX (MASSMUTUAL PREMIER BALANCED FUND CLASS R5) | 12/28/1994 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.55 | 11.27 | 2.64 | 5.49 | 6.52 | 5.80 | … | … | 8.30 | 8.45 | 13.13 | -14.25 | -5.96 | 8.97 | 19.63 | -5.28 | 16.14 | 8.69 | -1.60 | 8.64 | 17.34 | 12.45 | 2.62 | 12.45 | 21.08 | -23.67 | 7.56 | 11.65 | 4.44 | 8.40 | 18.31 | -11.46 | -6.07 | 0.21 | -1.57 | 13.51 | 18.73 | 12.83 | 20.45 | -0.04 |
| Sharpe Ratio | NA | -0.01 | 0.27 | 0.02 | 0.20 | NA | NA | … | … | 0.16 | 0.49 | 1.16 | -1.03 | -0.22 | 0.41 | 2.53 | -0.56 | 2.98 | 0.92 | -0.17 | 1.21 | 2.46 | 1.56 | 0.17 | 1.11 | 1.34 | -1.04 | 0.42 | 1.14 | 0.33 | 1.04 | 1.69 | -0.83 | -0.66 | -0.33 | -0.59 | 1.17 | 1.79 | 1.54 | 4.04 | -2.23 |
| Standard Deviation(%) | NA | 47.99 | 28.82 | 26.14 | 20.39 | NA | NA | … | … | 56.03 | 9.76 | 8.27 | 15.25 | 27.24 | 21.27 | 7.17 | 11.89 | 5.22 | 9.25 | 9.67 | 7.13 | 7.05 | 7.99 | 15.01 | 11.12 | 15.68 | 23.63 | 10.43 | 7.27 | 6.52 | 7.10 | 10.38 | 15.22 | 13.15 | 12.13 | 8.35 | 8.61 | 8.38 | 5.89 | 4.07 | 4.05 |
| Draw Down(%) | NA | 28.77 | 28.77 | 37.71 | 37.71 | NA | NA | … | … | 27.57 | 8.62 | 7.36 | 20.32 | 23.86 | 24.76 | 4.04 | 13.29 | 1.69 | 7.52 | 8.71 | 4.84 | 4.86 | 5.89 | 11.51 | 8.65 | 17.61 | 32.89 | 5.59 | 4.89 | 4.38 | 4.97 | 8.02 | 19.91 | 17.69 | 9.28 | 8.87 | 7.43 | 5.02 | 3.29 | 1.33 | 0.20 |
| Yield(%) | 0.00 | 3.07 | 2.54 | 1.88 | 4.50 | 5.49 | 5.02 | … | … | 1.69 | 1.72 | 1.89 | 1.42 | 1.58 | 1.66 | 7.17 | 7.49 | 7.84 | 2.51 | 10.06 | 10.61 | 7.43 | 2.03 | 2.16 | 2.04 | 2.83 | 2.78 | 6.33 | 2.87 | 2.77 | 2.58 | 2.58 | 2.75 | 2.87 | 25.93 | 5.16 | 8.91 | 8.50 | 5.64 | 4.41 | 1.06 |
Data as of 09/22/2025, Common starting date is 12/28/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBLDX (MASSMUTUAL PREMIER BALANCED FUND CLASS R5) |
-7.47%
Sep 1999 – Sep 2002 |
-3.12%
Mar 1998 – Mar 2003 |
-0.84%
Feb 1999 – Feb 2009 |
3.87%
Mar 1998 – Mar 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBLDX (MASSMUTUAL PREMIER BALANCED FUND CLASS R5) |
18.84%
Feb 2009 – Feb 2012 |
15.99%
Feb 2009 – Feb 2014 |
11.01%
Feb 2009 – Feb 2019 |
8.26%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart