Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MARMX (Mutual of America Retirement Income Fund) | 2.71% | 6.37% | 2.77% | NA | NA | NA | NA | 1.75% |
Data as of 05/29/2025, AR inception is 06/26/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MARMX (Mutual of America Retirement Income Fund) | 06/26/2020 | 05/29/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.71 | 6.37 | 2.77 | NA | NA | NA | NA | 1.75 | 2.71 | 5.47 | 9.07 | -15.02 | 2.67 | 3.99 |
| Sharpe Ratio | NA | -0.18 | -0.21 | NA | NA | NA | NA | -0.22 | 0.26 | -0.21 | 0.87 | -1.76 | 0.58 | 1.28 |
| Standard Deviation(%) | NA | 6.38 | 7.02 | NA | NA | NA | NA | 6.54 | 7.62 | 5.30 | 5.60 | 9.35 | 4.54 | 6.12 |
| Draw Down(%) | NA | 5.76 | 11.14 | NA | NA | NA | NA | 18.77 | 4.95 | 3.22 | 5.63 | 16.88 | 2.91 | 3.52 |
| Yield(%) | 0.00 | 3.74 | 2.51 | 26.48 | 13.24 | 8.83 | 6.62 | 33.09 | 0.00 | 3.82 | 2.58 | 1.42 | 1.35 | 49.10 |
Data as of 05/29/2025, AR inception is 06/26/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MARMX (Mutual of America Retirement Income Fund) |
-3.30%
Oct 2020 - Oct 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MARMX (Mutual of America Retirement Income Fund) |
2.44%
Apr 2022 - Apr 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart