Nasdaq - Delayed Quote USD

MassMutual Diversified Bond Fund (MDBZX)

8.93 -0.02 (-0.22%)
At close: 8:01 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 4.90%
5y Average Return 0.69%
Number of Years Up 10
Number of Years Down 3
Best 1Y Total Return (Nov 22, 2024) 10.67%
Worst 1Y Total Return (Nov 22, 2024) --
Best 3Y Total Return 10.67%
Worst 3Y Total Return -3.26%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MDBZX
Category
YTD
4.63%
-0.61%
1-Month
-2.01%
0.77%
3-Month
1.08%
1.99%
1-Year
14.06%
3.06%
3-Year
-2.51%
5.69%
5-Year
0.60%
3.75%
10-Year
2.04%
3.84%
Last Bull Market
9.64%
4.61%
Last Bear Market
-7.96%
1.87%

Annual Total Return (%) History

Year
MDBZX
Category
2024
--
--
2023
6.26%
--
2022
-16.60%
--
2021
2.16%
--
2020
8.55%
8.06%
2019
10.67%
8.94%
2018
-0.99%
-0.61%
2017
5.09%
4.27%

2016
3.91%
3.86%
2015
-0.90%
-0.45%
2014
6.26%
5.42%
2013
0.50%
-0.90%
2012
8.92%
7.76%
2011
7.80%
6.27%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.57% 0.65% 5.49% --
2023 2.41% -0.89% -2.03% 6.88%
2022 -6.52% -7.96% -4.70% 1.71%
2021 -1.26% 3.01% 0.44% -0.01%
2020 -5.46% 7.31% 3.23% 3.65%
2019 4.00% 3.19% 2.45% 0.67%
2018 -1.40% -0.19% 0.47% 0.13%
2017 1.43% 1.88% 1.20% 0.49%
2016 2.51% 2.64% 1.10% -2.31%
2015 1.67% -1.65% -0.28% -0.63%

2014 2.32% 2.55% 0.18% 1.09%
2013 1.32% -2.23% 0.86% 0.60%
2012 2.29% 1.87% 3.02% 1.46%
2011 1.63% 2.17% 1.48% 2.30%

Rank in Category (By Total Return)

YTD 5
1-Month 14
3-Month 6
1-Year 4
3-Year 77
5-Year 35

Load Adjusted Returns

1-Year 14.06%
3-Year -2.51%
5-Year 0.60%
10-Year 2.04%

Performance & Risk

YTD Return 4.90%
5y Average Return 0.69%
Rank in Category (ytd) 5
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.01
Morningstar Risk Rating

Fund Overview

Category Intermediate Core-Plus Bond
Fund Family MassMutual
Net Assets 131.95M
YTD Return 4.63%
Yield 7.62%
Morningstar Rating
Inception Date Apr 01, 2014

Fund Summary

The fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in fixed income securities. These typically include: U.S. dollar-denominated corporate obligations and bank loans, securities issued or guaranteed by the U.S. government or its agencies or instrumentalities, U.S. and foreign issuer dollar-denominated bonds including, but not limited to, corporate obligations, government and agency issues, private placement bonds, securities subject to resale pursuant to Rule 144A, convertible bonds, and mortgage-backed, and other asset-backed securities.

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