Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Mutual of America Interest Accumulation Account (Annuity) Tactical Asset Allocation Moderate | NA | 6.96% | 4.07% | 5.03% | 6.42% | 6.86% | NA | 7.31% |
Data as of 09/30/2016, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Mutual of America Interest Accumulation Account (Annuity) Tactical Asset Allocation Moderate | 12/31/2000 | 12/30/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.15 | 6.96 | 4.07 | 5.03 | 6.42 | 6.86 | NA | 7.31 | 9.19 | -2.39 | 2.66 | 14.47 | 3.00 | 2.90 | 7.17 | 14.13 | -4.47 | 15.05 | 14.24 | 5.85 | 9.68 | 14.18 | 2.43 | 5.65 |
| Sharpe Ratio | NA | -4.38 | -2.68 | -2.29 | -1.80 | NA | NA | -1.81 | -4.55 | -4.01 | -1.47 | -0.57 | -2.83 | -1.94 | -1.17 | -0.47 | -3.87 | -0.68 | -1.02 | -2.48 | -1.38 | -0.86 | -2.84 | -2.74 |
| Standard Deviation(%) | NA | 5.50 | 7.59 | 7.13 | 8.05 | NA | NA | 7.51 | 5.49 | 5.22 | 10.77 | 7.10 | 5.50 | 8.05 | 9.76 | 9.46 | 6.22 | 10.31 | 7.91 | 6.12 | 7.19 | 5.92 | 6.10 | 5.67 |
| Draw Down(%) | NA | 3.51 | 9.30 | 9.30 | 10.74 | NA | NA | 10.74 | 3.51 | 5.99 | 7.26 | 5.78 | 5.66 | 5.24 | 8.70 | 4.69 | 10.01 | 8.04 | 9.47 | 4.77 | 7.30 | 3.69 | 6.56 | 4.63 |
| Yield(%) | NA | 5.27 | 5.29 | 4.62 | 4.05 | NA | NA | 3.95 | 5.26 | 3.05 | 7.59 | 2.65 | 4.56 | 2.74 | 3.06 | 4.81 | 3.66 | 3.06 | 3.02 | 2.67 | 3.00 | 4.44 | 4.81 | 4.77 |
Data as of 09/30/2016, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Mutual of America Interest Accumulation Account (Annuity) Tactical Asset Allocation Moderate |
2.50%
Nov 2013 - Nov 2016 |
3.69%
Oct 2007 - Oct 2012 |
5.78%
Nov 2006 - Nov 2016 |
6.62%
Oct 2001 - Oct 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Mutual of America Interest Accumulation Account (Annuity) Tactical Asset Allocation Moderate |
14.53%
Oct 2004 - Oct 2007 |
12.85%
Oct 2002 - Oct 2007 |
8.63%
Apr 2001 - Apr 2011 |
7.06%
Jun 2001 - Jun 2016 |
Annualized Rolling Returns Comparison Chart