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MAAKX: Mutual of America All America Fund (MUTUAL FUND)
Basic Info 22.58 0.28(1.26%) April 23
Asset Class: | EQUITY |
MyPlanIQ Rating: | (25%) |
Start Date: | 01/02/2020 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 1.05% |
Expenses | 0.54% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 01/02/2020 |
2023 | 2022 | 2021 | 2020 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.8 | 4.6 | 11.7 | -4.6 | 0.1 | 12.6 | -28.7 | 14.7 | -0.9 |
Sharpe Ratio | NA | 0.41 | 0.37 | -0.37 | -0.08 | 0.54 | -1.14 | 0.87 | -0.03 |
Draw Down(%) | NA | 5.9 | 11.8 | 34.6 | 35.7 | 11.8 | 30.3 | 12.3 | 35.7 |
Standard Deviation(%) | NA | 11.9 | 14.0 | 19.7 | 24.4 | 15.6 | 26.5 | 16.8 | 36.8 |
Treynor Ratio | NA | 0.05 | 0.05 | -0.08 | -0.02 | 0.08 | -0.32 | 0.14 | -0.01 |
Alpha | NA | -0.01 | -0.04 | -0.04 | -0.04 | -0.05 | -0.05 | -0.04 | -0.07 |
Beta | NA | 0.98 | 0.99 | 0.97 | 0.98 | 1.01 | 0.95 | 1.03 | 0.99 |
RSquared | NA | 0.95 | 0.76 | 0.79 | 0.86 | 0.77 | 0.82 | 0.72 | 0.89 |
Yield(%) | N/A | 0.0 | 3.6 | 1.5 | N/A | 3.9 | 0.9 | 0.9 | 25.4 |
Dividend Growth(%) | N/A | -100.0 | 204.0 | N/A | N/A | 204.0 | 19.0 | -66.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/2020
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