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) Strategic Asset Allocation - Equal Weight Moderate | NA | 17.51% | 4.46% | 9.09% | 6.70% | 7.38% | 6.81% | 6.39% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Mutual of America Interest Accumulation Account (Annuity) Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.16 | 17.51 | 4.46 | 9.09 | 6.70 | 7.38 | 6.81 | 6.39 | NA | 5.87 | 11.97 | -5.92 | 14.61 | 16.12 | 17.33 | -7.31 | 9.52 | 5.47 | -0.86 | 3.67 | 14.36 | 11.87 | -2.06 | 14.60 | 27.28 | -28.62 | 12.87 | 14.16 | 7.19 | 11.12 | 21.45 | -6.91 | -5.87 |
| Sharpe Ratio | NA | 0.00 | -0.02 | 0.48 | 0.48 | NA | NA | 0.45 | 0.08 | -0.09 | 1.02 | -0.65 | 1.32 | 0.87 | 2.45 | -0.97 | 2.00 | 0.65 | -0.11 | 0.38 | 2.01 | 1.46 | -0.15 | 1.50 | 1.69 | -1.41 | 0.99 | 1.32 | 0.81 | 1.46 | 2.43 | -0.68 | -0.82 |
| Standard Deviation(%) | NA | 7.64 | 9.01 | 11.86 | 9.89 | NA | NA | 10.71 | 4.52 | 7.71 | 7.55 | 11.31 | 11.04 | 18.37 | 6.50 | 8.92 | 4.44 | 8.15 | 8.24 | 9.63 | 7.13 | 8.09 | 14.21 | 9.66 | 16.04 | 20.96 | 10.01 | 8.25 | 6.19 | 6.97 | 8.54 | 11.78 | 10.02 |
| Draw Down(%) | NA | 4.46 | 14.01 | 22.02 | 22.02 | NA | NA | 40.28 | 0.28 | 4.41 | 6.11 | 14.01 | 6.12 | 22.02 | 2.93 | 12.71 | 2.66 | 7.36 | 10.25 | 6.45 | 6.61 | 7.24 | 14.51 | 7.64 | 16.08 | 37.19 | 7.17 | 9.88 | 4.33 | 6.86 | 8.27 | 15.93 | 16.43 |
| Yield(%) | NA | 5.02 | 4.06 | 6.05 | 5.90 | NA | NA | 4.32 | NA | 0.60 | 5.33 | 2.29 | 13.84 | 4.24 | 5.03 | 3.23 | 0.56 | 5.37 | 5.74 | 11.48 | 3.13 | 3.11 | 2.69 | 2.34 | 5.03 | 2.93 | 4.37 | 2.77 | 2.66 | 3.08 | 3.68 | 2.73 | 3.09 |
Data as of 10/31/2024, 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) Strategic Asset Allocation - Equal Weight Moderate |
-7.49%
Feb 2006 - Feb 2009 |
-1.12%
Feb 2004 - Feb 2009 |
4.39%
Oct 2007 - Oct 2017 |
4.64%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Mutual of America Interest Accumulation Account (Annuity) Strategic Asset Allocation - Equal Weight Moderate |
19.45%
Feb 2009 - Feb 2012 |
15.69%
Feb 2009 - Feb 2014 |
9.13%
Feb 2009 - Feb 2019 |
9.31%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart