Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
MACAX (Mutual of America Conservative Allocation Fund) | NA | 5.64% | 14.60% | 10.50% | NA | NA | NA | 5.22% |
Data as of 11/20/2014, AR inception is 02/10/2005
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
MACAX (Mutual of America Conservative Allocation Fund) | 02/10/2005 | 11/20/2014 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.00 | 5.64 | 14.60 | 10.50 | NA | NA | NA | 5.22 | -0.47 | 29.51 | 13.48 | -1.58 | 9.22 | 43.32 | -45.95 | 13.51 | 7.36 | 6.52 |
Sharpe Ratio | NA | 0.55 | 1.06 | 0.62 | NA | NA | NA | 0.18 | -0.05 | 2.41 | 0.95 | -0.07 | 0.49 | 1.68 | -1.08 | 0.64 | 0.34 | 0.51 |
Standard Deviation(%) | NA | 10.25 | 13.03 | 16.74 | NA | NA | NA | 21.30 | 10.34 | 12.24 | 14.21 | 24.51 | 18.48 | 25.72 | 43.15 | 16.43 | 12.19 | 10.07 |
Draw Down(%) | NA | 8.28 | 10.25 | 19.74 | NA | NA | NA | 57.94 | 8.28 | 6.98 | 10.25 | 19.74 | 17.40 | 18.87 | 55.25 | 10.40 | 11.77 | 6.09 |
Yield(%) | 0.00 | 82.58 | 39.20 | 25.74 | 12.36 | 8.24 | 6.18 | 13.74 | 77.65 | 5.10 | 0.72 | 0.30 | 0.01 | 0.00 | 0.00 | 2.44 | 0.00 | 0.00 |
Data as of 11/20/2014, AR inception is 02/10/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
MACAX (Mutual of America Conservative Allocation Fund) |
-16.70%
Feb 2006 - Feb 2009 |
-2.59%
Oct 2007 - Oct 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
MACAX (Mutual of America Conservative Allocation Fund) |
23.74%
Feb 2009 - Feb 2012 |
20.87%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart