Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MURPX (Mutual of America 2060 Retirement Fund) | 4.02% | 5.99% | 4.77% | 7.89% | NA | NA | NA | 5.48% |
Data as of 05/29/2025, AR inception is 01/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MURPX (Mutual of America 2060 Retirement Fund) | 01/02/2020 | 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 (%) | 0.92 | 5.99 | 4.77 | 7.89 | NA | NA | NA | 5.48 | 4.02 | 10.61 | 17.28 | -23.71 | 16.61 | 9.80 |
| Sharpe Ratio | NA | -0.07 | 0.11 | 0.42 | NA | NA | NA | 0.13 | 0.43 | 0.33 | 1.08 | -1.12 | 1.27 | 0.29 |
| Standard Deviation(%) | NA | 17.49 | 16.79 | 16.70 | NA | NA | NA | 20.39 | 22.85 | 12.44 | 12.21 | 22.45 | 13.05 | 32.61 |
| Draw Down(%) | NA | 17.98 | 19.66 | 29.39 | NA | NA | NA | 34.21 | 15.83 | 7.55 | 11.91 | 27.45 | 5.70 | 34.21 |
| Yield(%) | 0.00 | 2.21 | 1.99 | 27.92 | 12.46 | 8.31 | 6.23 | 24.93 | 0.00 | 2.39 | 2.47 | 1.39 | 2.19 | 37.59 |
Data as of 05/29/2025, AR inception is 01/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MURPX (Mutual of America 2060 Retirement Fund) |
-1.29%
Apr 2021 - Apr 2024 |
7.37%
Feb 2020 - Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MURPX (Mutual of America 2060 Retirement Fund) |
10.51%
Mar 2020 - Mar 2023 |
10.06%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart