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MMBDX: MASSMUTUAL PREMIER BALANCED FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (43%) |
| Start Date: | 12/28/1998 |
| Last Dividend Date: | 09/10/2025 |
| 12-Mo. Yield | 2.05% |
| Expenses | 1.15% |
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Performance Analytics (As of 09/22/2025)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/28/1998 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -27.6 | -1.3 | -4.8 | 1.4 | 3.5 | 2.7 | 0.6 | -23.4 | 7.8 | 12.6 | -14.6 | -7.0 | 8.4 | 19.1 | -5.7 | 15.6 | 8.2 | -2.0 | 8.1 | 16.7 | 11.8 | 2.1 | 11.7 | 18.3 | -26.4 | 1.0 | 8.6 | 1.6 | 5.8 | 15.4 | -14.2 | -9.0 | -22.9 | -3.7 | -4.9 |
| Sharpe Ratio | NA | -0.86 | -0.21 | -0.32 | -0.01 | NA | NA | -0.06 | -0.82 | 0.43 | 1.09 | -1.07 | -0.26 | 0.38 | 2.48 | -0.6 | 2.86 | 0.85 | -0.21 | 1.14 | 2.36 | 1.5 | 0.14 | 1.05 | 1.15 | -1.14 | -0.22 | 0.77 | -0.1 | 0.65 | 1.38 | -1.0 | -0.87 | -0.98 | -0.85 | -2.21 |
| Draw Down(%) | NA | 30.0 | 30.0 | 38.2 | 38.2 | NA | NA | 53.4 | 28.5 | 8.7 | 7.6 | 20.6 | 24.0 | 24.8 | 4.1 | 13.7 | 1.6 | 7.6 | 8.8 | 4.9 | 4.9 | 6.0 | 11.7 | 8.8 | 17.7 | 33.2 | 7.6 | 4.9 | 4.5 | 5.0 | 8.2 | 20.1 | 18.0 | 25.8 | 9.9 | 5.1 |
| Standard Deviation(%) | NA | 35.8 | 22.2 | 22.0 | 17.8 | NA | NA | 15.2 | 41.4 | 9.9 | 8.3 | 15.1 | 27.5 | 21.2 | 7.1 | 11.9 | 5.2 | 9.4 | 9.7 | 7.1 | 7.1 | 7.9 | 14.9 | 11.1 | 15.8 | 23.9 | 10.2 | 6.8 | 6.8 | 7.3 | 10.6 | 15.4 | 13.3 | 27.6 | 8.3 | 46.0 |
| Treynor Ratio | NA | -0.34 | -0.05 | -0.07 | 0.0 | NA | NA | -0.01 | -0.38 | 0.04 | 0.1 | -0.18 | -0.07 | 0.08 | 0.18 | -0.06 | 0.12 | 0.07 | -0.02 | 0.08 | 0.17 | 0.13 | 0.02 | 0.11 | 0.19 | -0.27 | -0.02 | 0.05 | -0.01 | 0.05 | 0.13 | -0.14 | -0.11 | -0.51 | -0.12 | 0.22 |
| Alpha | NA | -0.15 | -0.05 | -0.05 | -0.03 | NA | NA | -0.02 | -0.18 | -0.02 | -0.01 | 0.0 | -0.07 | -0.03 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | -0.02 | -0.02 | -0.01 | -0.01 | -0.02 | -0.02 | -0.02 | -0.02 | -0.1 | -0.05 | -0.37 |
| Beta | NA | 0.91 | 0.92 | 0.93 | 1.0 | NA | NA | 0.96 | 0.89 | 0.96 | 0.89 | 0.92 | 1.04 | 1.02 | 0.99 | 1.19 | 1.26 | 1.15 | 1.11 | 1.05 | 0.98 | 0.94 | 1.05 | 1.02 | 0.95 | 1.0 | 1.02 | 0.97 | 0.97 | 0.95 | 1.1 | 1.07 | 1.03 | 0.53 | 0.61 | -4.54 |
| RSquared | NA | 0.11 | 0.25 | 0.28 | 0.47 | NA | NA | 0.59 | 0.1 | 0.7 | 0.94 | 0.95 | 0.12 | 0.98 | 0.96 | 0.96 | 0.92 | 0.92 | 0.98 | 0.97 | 0.91 | 0.76 | 0.91 | 0.96 | 0.97 | 0.97 | 0.85 | 0.89 | 0.87 | 0.82 | 0.94 | 0.92 | 0.94 | 0.09 | 0.71 | 0.69 |
| Yield(%) | N/A | 2.1 | 1.8 | 1.3 | 4.0 | 4.9 | 3.7 | N/A | 1.0 | 1.3 | 1.4 | 1.0 | 1.0 | 1.2 | 6.8 | 7.2 | 7.5 | 2.1 | 9.8 | 10.3 | 7.0 | 1.6 | 1.7 | 1.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 3.8 | 3.3 | 3.8 |
| Dividend Growth(%) | N/A | 88.5 | -48.1 | -79.4 | 82.5 | N/A | N/A | N/A | -17.6 | 3.3 | 11.5 | -0.8 | -16.4 | -79.6 | -16.8 | 3.1 | 278.6 | -80.9 | -6.7 | 56.9 | 380.5 | -1.2 | 16.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 4.7 | -19.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/28/1998
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