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MALLX: Mutual of America Institutional Funds Inc All America Fund (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/27/1996 |
| Last Dividend Date: | 12/14/2020 |
| 12-Mo. Yield | 43.85% |
| Expenses | 0.50% |
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Performance Analytics (As of 03/09/2021)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/27/1996 |
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 37.6 | 9.0 | 12.4 | 10.1 | 7.0 | 5.3 | 4.5 | 0.0 | 15.2 | 26.9 | -8.9 | 20.3 | 8.4 | 0.6 | 5.3 | 32.7 | 11.9 | -0.1 | 17.5 | 25.5 | -35.8 | -2.4 | 12.3 | -1.7 | 8.1 | 32.6 | -22.3 | -17.5 | -30.9 | 9.8 | 19.8 | 15.9 | 10.2 |
| Sharpe Ratio | NA | 1.16 | 0.35 | 0.61 | 0.46 | NA | NA | 0.14 | 0.0 | 0.43 | 2.0 | -0.61 | 2.63 | 0.57 | 0.04 | 0.14 | 2.82 | 0.95 | -0.01 | 0.93 | 0.94 | -0.92 | -0.3 | 0.79 | -0.25 | 0.52 | 1.79 | -0.97 | -0.9 | -0.88 | 0.3 | 0.8 | 0.64 | 0.96 |
| Draw Down(%) | NA | 23.3 | 35.6 | 35.6 | 35.6 | NA | NA | 70.4 | 0.0 | 35.6 | 7.0 | 20.9 | 3.0 | 11.4 | 12.3 | 26.7 | 5.2 | 9.9 | 21.1 | 15.5 | 26.4 | 46.7 | 14.2 | 8.7 | 9.8 | 11.5 | 11.9 | 31.1 | 32.4 | 38.1 | 11.9 | 23.5 | 12.0 | 9.2 |
| Standard Deviation(%) | NA | 32.3 | 23.1 | 19.2 | 21.1 | NA | NA | 22.5 | NA | 34.9 | 12.8 | 16.6 | 7.5 | 14.3 | 15.8 | 37.9 | 11.6 | 12.7 | 24.0 | 18.7 | 26.9 | 39.7 | 18.4 | 11.5 | 15.8 | 13.7 | 17.9 | 24.2 | 22.3 | 39.9 | 21.7 | 20.6 | 19.2 | 18.3 |
| Treynor Ratio | NA | 0.39 | 0.08 | 0.12 | 0.1 | NA | NA | 0.03 | NA | 0.15 | 0.26 | -0.11 | 0.19 | 0.08 | 0.01 | 0.04 | 0.36 | 0.15 | 0.0 | 0.18 | 0.26 | -0.38 | -0.05 | 0.08 | -0.04 | 0.06 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | -0.02 | -0.01 | -0.01 | NA | NA | 0.0 | 0.0 | -0.02 | -0.01 | -0.02 | -0.01 | -0.01 | 0.0 | -0.02 | 0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | -0.03 | -0.01 | -0.03 | 0.0 | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.95 | 0.96 | 0.96 | 0.92 | NA | NA | 0.95 | 0.0 | 1.0 | 1.0 | 0.95 | 1.02 | 0.98 | 0.81 | 1.22 | 0.9 | 0.8 | 0.81 | 0.94 | 0.98 | 0.97 | 1.06 | 1.08 | 0.96 | 1.12 | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.93 | 0.95 | 0.93 | 0.61 | NA | NA | 0.49 | 0.0 | 0.98 | 0.96 | 0.96 | 0.83 | 0.82 | 0.63 | 0.14 | 0.74 | 0.66 | 0.63 | 0.84 | 0.99 | 0.99 | 0.86 | 0.92 | 0.39 | 0.76 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 43.9 | 18.7 | 16.6 | 13.5 | 9.3 | 7.0 | N/A | 0.0 | 36.5 | 23.2 | 4.6 | 11.5 | 1.4 | 2.8 | 27.8 | 9.4 | 4.4 | 0.3 | 1.5 | 1.8 | 0.7 | 1.4 | 1.5 | 1.3 | 1.2 | 0.9 | 0.6 | 0.7 | 0.6 | 0.5 | 0.6 | 0.7 | 0.6 |
| Dividend Growth(%) | N/A | 63.0 | 301.0 | 60.1 | 1165.4 | N/A | N/A | N/A | -100.0 | 63.0 | 336.3 | -56.7 | 772.9 | -50.5 | -91.5 | 261.5 | 130.6 | 1484.6 | -78.9 | -1.6 | 66.7 | -50.0 | 1.4 | 18.4 | 13.6 | 71.9 | 6.7 | -15.5 | -25.3 | 15.9 | 6.5 | 2.7 | 17.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/27/1996
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See LARGE BLEND Asset Class Trend Rankings |
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