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MAANX: Mutual of America Aggressive Allocation Fund (MUTUAL FUND)
Basic Info 15.43 0.02(0.13%) March 28
Asset Class: | EQUITY |
MyPlanIQ Rating: | (24%) |
Start Date: | 01/02/2020 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 1.76% |
Expenses | 0.31% |
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Performance Analytics (As of 03/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 01/02/2020 |
2023 | 2022 | 2021 | 2020 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.6 | 7.1 | 22.8 | -0.9 | 1.1 | 12.7 | -25.6 | 6.4 | -4.0 |
Sharpe Ratio | NA | 2.74 | 1.84 | -0.22 | -0.04 | 0.74 | -1.3 | 0.48 | -0.15 |
Draw Down(%) | NA | 1.9 | 10.2 | 31.0 | 31.0 | 10.2 | 27.1 | 9.7 | 29.2 |
Standard Deviation(%) | NA | 9.7 | 10.2 | 15.1 | 18.9 | 11.6 | 20.8 | 13.1 | 29.0 |
Treynor Ratio | NA | 0.35 | 0.23 | -0.04 | -0.01 | 0.11 | -0.37 | 0.09 | -0.06 |
Alpha | NA | -0.01 | -0.01 | -0.03 | -0.03 | -0.03 | -0.06 | -0.04 | -0.07 |
Beta | NA | 0.77 | 0.8 | 0.74 | 0.75 | 0.77 | 0.73 | 0.71 | 0.75 |
RSquared | NA | 0.87 | 0.89 | 0.77 | 0.84 | 0.8 | 0.76 | 0.57 | 0.83 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/2020
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