Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MMBDX (MASSMUTUAL PREMIER BALANCED FUND CLASS A) NA -27.70% -1.26% -4.77% 1.39% 3.55% 2.66%
Data as of 09/22/2025, Common starting date is 12/28/1998
More Performance Analytics Comparison
Name Start Date End Date
MMBDX (MASSMUTUAL PREMIER BALANCED FUND CLASS A) 12/28/1998 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
Annualized Return (%) 0.00 -27.70 -1.26 -4.77 1.39 3.55 2.66 -23.42 7.83 12.60 -14.64 -7.04 8.41 19.12 -5.67 15.61 8.15 -2.02 8.11 16.72 11.79 2.10 11.74 18.25 -26.39 0.97 8.63 1.60 5.77 15.40 -14.22 -8.97 -22.86 -3.69 -4.88
Sharpe Ratio NA -0.86 -0.21 -0.32 -0.01 NA NA -0.82 0.43 1.09 -1.07 -0.26 0.38 2.48 -0.60 2.86 0.85 -0.21 1.14 2.36 1.50 0.14 1.05 1.15 -1.14 -0.22 0.77 -0.10 0.65 1.38 -1.00 -0.87 -0.98 -0.85 -2.21
Standard Deviation(%) NA 35.76 22.17 21.96 17.77 NA NA 41.38 9.86 8.29 15.10 27.45 21.23 7.13 11.88 5.24 9.38 9.73 7.10 7.07 7.90 14.92 11.07 15.84 23.88 10.15 6.79 6.82 7.34 10.61 15.41 13.32 27.59 8.30 46.04
Draw Down(%) NA 30.01 30.01 38.23 38.23 NA NA 28.48 8.71 7.63 20.59 24.02 24.75 4.06 13.68 1.64 7.58 8.81 4.87 4.94 5.97 11.68 8.75 17.68 33.21 7.64 4.95 4.54 5.03 8.21 20.11 18.01 25.84 9.93 5.14
Yield(%) 0.00 2.05 1.78 1.30 4.03 4.94 3.71 1.00 1.29 1.39 1.05 0.98 1.24 6.84 7.15 7.48 2.13 9.77 10.29 7.03 1.64 1.65 1.56 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 3.76 3.30 3.75
Data as of 09/22/2025, Common starting date is 12/28/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MMBDX (MASSMUTUAL PREMIER BALANCED FUND CLASS A) -16.39%
Sep 1999 – Sep 2002
-8.22%
Apr 1999 – Apr 2004
-6.14%
Feb 1999 – Feb 2009
0.09%
Jan 1999 – Jan 2014
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MMBDX (MASSMUTUAL PREMIER BALANCED FUND CLASS A) 17.42%
Feb 2009 – Feb 2012
14.89%
Feb 2009 – Feb 2014
10.24%
Feb 2009 – Feb 2019
7.55%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return