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MassMutual Diversified Bond R3 (MDBRX)

7.84 +0.01 (+0.13%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -1.64%
5y Average Return -0.04%
Number of Years Up 6
Number of Years Down 3
Best 1Y Total Return (Apr 17, 2024) 10.02%
Worst 1Y Total Return (Apr 17, 2024) --
Best 3Y Total Return 10.02%
Worst 3Y Total Return -3.91%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MDBRX
Category
YTD
0.48%
-0.61%
1-Month
1.15%
0.77%
3-Month
0.48%
1.99%
1-Year
3.79%
3.06%
3-Year
-3.27%
5.69%
5-Year
0.35%
3.75%
10-Year
1.29%
3.84%
Last Bull Market
5.86%
4.61%
Last Bear Market
-8.10%
1.87%

Annual Total Return (%) History

Year
MDBRX
Category
2024
--
--
2023
5.48%
--
2022
-17.14%
--
2021
1.53%
--
2020
7.81%
8.06%
2019
10.02%
8.94%
2018
-1.69%
-0.61%
2017
4.31%
4.27%

2016
3.16%
3.86%
2015
-1.72%
-0.45%
2014
--
5.42%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.48% -- -- --
2023 2.12% -0.98% -2.34% 6.81%
2022 -6.67% -8.10% -4.87% 1.55%
2021 -1.48% 2.90% 0.19% -0.05%
2020 -5.64% 7.13% 3.03% 3.51%
2019 3.92% 3.06% 2.27% 0.44%
2018 -1.52% -0.31% 0.31% -0.17%
2017 1.24% 1.73% 1.00% 0.28%
2016 2.28% 2.54% 0.89% -2.51%
2015 1.49% -1.86% -0.50% -0.83%

2014 -0.10% 1.05% -- --

Rank in Category (By Total Return)

YTD 10
1-Month 11
3-Month 10
1-Year 23
3-Year 89
5-Year 69

Load Adjusted Returns

1-Year 3.79%
3-Year -3.27%
5-Year 0.35%
10-Year 1.29%

Performance & Risk

YTD Return -1.64%
5y Average Return -0.04%
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 0.48%
Yield 4.70%
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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