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
MMBRX (MASSMUTUAL PREMIER BALANCED FUND CLASS R3) NA 0.86% 10.26% 7.34% 7.58% NA NA
Data as of 09/22/2025, Common starting date is 04/02/2014
More Performance Analytics Comparison
Name Start Date End Date
MMBRX (MASSMUTUAL PREMIER BALANCED FUND CLASS R3) 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 0.86 10.26 7.34 7.58 NA NA 7.08 7.42 12.54 -14.76 19.57 10.24 18.88 -5.74 15.34 8.08 -2.14 5.63
Sharpe Ratio NA -0.04 0.23 0.17 0.27 NA NA 0.12 0.38 1.09 -1.08 0.50 0.47 2.41 -0.60 2.81 0.84 -0.22 1.10
Standard Deviation(%) NA 50.65 30.26 29.90 22.83 NA NA 59.15 9.94 8.19 15.00 39.37 21.13 7.23 11.92 5.25 9.33 9.81 6.88
Draw Down(%) NA 30.83 30.83 39.55 39.55 NA NA 29.16 8.85 7.62 20.69 24.42 24.85 4.12 13.76 1.68 7.55 8.84 4.95
Yield(%) 0.00 1.86 1.62 7.12 7.07 4.98 3.74 0.87 1.21 1.29 0.92 27.60 3.01 6.73 7.22 7.47 2.11 10.18 10.09
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
MMBRX (MASSMUTUAL PREMIER BALANCED FUND CLASS R3) 1.01%
Dec 2021 – Dec 2024
2.92%
Mar 2015 – Mar 2020
6.05%
Apr 2015 – Apr 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MMBRX (MASSMUTUAL PREMIER BALANCED FUND CLASS R3) 16.15%
Dec 2018 – Dec 2021
11.27%
Oct 2016 – Oct 2021
7.39%
Aug 2015 – Aug 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return