Nasdaq - Delayed Quote USD

MassMutual Strategic Bond A (MSBAX)

8.19 +0.02 (+0.24%)
At close: April 26 at 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -4.97%
5y Average Return -0.72%
Number of Years Up 13
Number of Years Down 6
Best 1Y Total Return (Apr 26, 2024) 18.39%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 18.39%
Worst 3Y Total Return -4.33%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MSBAX
Category
YTD
-1.60%
-0.61%
1-Month
0.87%
0.77%
3-Month
-1.60%
1.99%
1-Year
0.54%
3.06%
3-Year
-3.45%
5.69%
5-Year
0.01%
3.75%
10-Year
1.48%
3.84%
Last Bull Market
2.61%
4.61%
Last Bear Market
-6.05%
1.87%

Annual Total Return (%) History

Year
MSBAX
Category
2024
--
--
2023
6.13%
--
2022
-15.94%
--
2021
-1.86%
--
2020
8.20%
8.06%
2019
11.66%
8.94%
2018
-2.28%
-0.61%
2017
5.02%
4.27%

2016
4.36%
3.86%
2015
-0.04%
-0.45%
2014
6.66%
5.42%
2013
-1.89%
-0.90%
2012
7.27%
7.76%
2011
6.23%
6.27%
2010
10.00%
8.51%
2009
18.39%
15.12%
2008
-8.61%
-3.86%
2007
3.95%
5.62%
2006
3.99%
4.48%
2005
1.37%
2.09%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -1.60% -- -- --
2023 3.86% -1.01% -4.90% 8.54%
2022 -6.53% -6.05% -5.99% 1.83%
2021 -4.28% 2.76% -0.09% -0.14%
2020 -3.47% 7.09% 1.72% 2.90%
2019 4.03% 3.59% 2.62% 0.98%
2018 -1.54% -1.57% -0.20% 1.03%
2017 1.79% 2.15% 0.96% 0.05%
2016 2.94% 2.66% 1.63% -2.83%
2015 1.88% -2.03% 0.42% -0.26%

2014 2.65% 2.88% -0.29% 1.29%
2013 0.39% -3.19% 0.60% 0.34%
2012 1.72% 2.19% 2.51% 0.68%
2011 1.15% 1.45% 2.13% 1.37%
2010 3.50% 2.54% 3.50% 0.15%
2009 -0.84% 8.80% 8.04% 1.57%
2008 0.50% -0.89% -6.12% -2.27%
2007 1.20% -1.29% 2.20% 1.81%
2006 -1.00% -0.51% 4.20% 1.32%
2005 -0.60% 2.62% -0.69% 0.07%

Rank in Category (By Total Return)

YTD 99
1-Month 80
3-Month 99
1-Year 96
3-Year 92
5-Year 85

Load Adjusted Returns

1-Year -3.73%
3-Year -4.84%
5-Year -0.85%
10-Year 1.04%

Performance & Risk

YTD Return -4.97%
5y Average Return -0.72%
Rank in Category (ytd) 99
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.24
Morningstar Risk Rating

Fund Overview

Category Intermediate Core-Plus Bond
Fund Family MassMutual
Net Assets 395.84M
YTD Return -1.60%
Yield 3.86%
Morningstar Rating
Inception Date Apr 01, 2014

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in U.S. dollar-denominated fixed income securities and other debt instruments of domestic and foreign entities, including corporate bonds, securities issued or guaranteed as to principal or interest by the U.S. government or its agencies or instrumentalities, mortgage-backed securities, and money market instruments.

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