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MACCX: Mutual of America Catholic Values Index Fund Class (MUTUAL FUND)
Basic Info 14.77 0.13(0.89%) March 27
Asset Class: | EQUITY |
MyPlanIQ Rating: | (1%) |
Start Date: | 10/01/2020 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 1.26% |
Expenses | 0.22% |
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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 10/01/2020 |
2023 | 2022 | 2021 | 2020 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.4 | 9.3 | 30.6 | 9.4 | 12.9 | 24.1 | -22.0 | 25.9 | 11.1 |
Sharpe Ratio | NA | 3.96 | 2.34 | 0.39 | 0.63 | 1.46 | -0.94 | 1.93 | 3.18 |
Draw Down(%) | NA | 1.9 | 11.1 | 26.6 | 26.6 | 11.1 | 27.0 | 5.3 | 7.5 |
Standard Deviation(%) | NA | 10.8 | 11.8 | 17.8 | 17.6 | 13.7 | 25.0 | 13.4 | 16.5 |
Treynor Ratio | NA | 0.47 | 0.29 | 0.07 | 0.11 | 0.2 | -0.24 | 0.28 | 0.52 |
Alpha | NA | 0.02 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.01 | -0.04 |
Beta | NA | 0.91 | 0.96 | 0.96 | 0.96 | 0.99 | 0.97 | 0.94 | 1.02 |
RSquared | NA | 0.98 | 0.95 | 0.94 | 0.94 | 0.95 | 0.93 | 0.92 | 0.98 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/2020
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