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MassMutual Diversified Bond R4 (MDBFX)

7.73 -0.02 (-0.26%)
At close: 8:05 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -1.89%
5y Average Return 0.07%
Number of Years Up 6
Number of Years Down 3
Best 1Y Total Return (Apr 25, 2024) 10.24%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 10.24%
Worst 3Y Total Return -3.68%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MDBFX
Category
YTD
0.54%
-0.61%
1-Month
1.18%
0.77%
3-Month
0.54%
1.99%
1-Year
4.01%
3.06%
3-Year
-3.06%
5.69%
5-Year
0.60%
3.75%
10-Year
1.53%
3.84%
Last Bull Market
6.07%
4.61%
Last Bear Market
-8.08%
1.87%

Annual Total Return (%) History

Year
MDBFX
Category
2024
--
--
2023
5.80%
--
2022
-16.95%
--
2021
1.70%
--
2020
8.12%
8.06%
2019
10.24%
8.94%
2018
-1.42%
-0.61%
2017
4.63%
4.27%

2016
3.43%
3.86%
2015
-1.48%
-0.45%
2014
--
5.42%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.54% -- -- --
2023 2.27% -0.99% -2.24% 6.88%
2022 -6.64% -8.08% -4.81% 1.66%
2021 -1.38% 2.90% 0.29% -0.07%
2020 -5.53% 7.22% 3.12% 3.52%
2019 3.91% 3.15% 2.27% 0.58%
2018 -1.41% -0.31% 0.41% -0.11%
2017 1.33% 1.82% 1.00% 0.40%
2016 2.39% 2.63% 0.99% -2.53%
2015 1.49% -1.76% -0.40% -0.79%

2014 0.10% 1.04% -- --

Rank in Category (By Total Return)

YTD 10
1-Month 8
3-Month 10
1-Year 19
3-Year 83
5-Year 56

Load Adjusted Returns

1-Year 4.01%
3-Year -3.06%
5-Year 0.60%
10-Year 1.53%

Performance & Risk

YTD Return -1.89%
5y Average Return 0.07%
Rank in Category (ytd) 10
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Fund Overview

Category Intermediate Core-Plus Bond
Fund Family MassMutual
Net Assets 133.75M
YTD Return 0.54%
Yield 5.14%
Morningstar Rating
Inception Date May 03, 1999

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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