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MACAX: Mutual of America Conservative Allocation Fund (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/10/2005 |
| Last Dividend Date: | 05/14/2014 |
| 12-Mo. Yield | 82.58% |
| Expenses | 1.09% |
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Performance Analytics (As of 11/20/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 02/10/2005 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 5.6 | 13.9 | 10.5 | 4.8 | -0.5 | 29.5 | 13.5 | -1.6 | 9.2 | 43.3 | -46.0 | 13.5 | 7.4 | 6.5 |
| Sharpe Ratio | NA | 0.55 | 1.06 | 0.62 | 0.18 | -0.05 | 2.41 | 0.95 | -0.07 | 0.49 | 1.68 | -1.08 | 0.64 | 0.34 | 0.51 |
| Draw Down(%) | NA | 8.3 | 10.3 | 19.7 | 57.9 | 8.3 | 7.0 | 10.3 | 19.7 | 17.4 | 18.9 | 55.3 | 10.4 | 11.8 | 6.1 |
| Standard Deviation(%) | NA | 10.2 | 13.0 | 16.7 | 21.3 | 10.3 | 12.2 | 14.2 | 24.5 | 18.5 | 25.7 | 43.1 | 16.4 | 12.2 | 10.1 |
| Treynor Ratio | NA | 0.1 | 0.17 | 0.12 | 0.04 | -0.01 | 0.3 | 0.15 | -0.02 | 0.1 | 0.42 | -0.41 | 0.11 | 0.04 | 0.06 |
| Alpha | NA | -0.02 | -0.01 | -0.01 | -0.01 | -0.03 | -0.02 | -0.01 | 0.0 | -0.01 | 0.02 | -0.02 | 0.01 | 0.02 | -0.02 |
| Beta | NA | 0.56 | 0.82 | 0.89 | 1.0 | 0.54 | 0.99 | 0.87 | 0.91 | 0.95 | 1.03 | 1.14 | 0.97 | 0.92 | 0.83 |
| RSquared | NA | 0.52 | 0.78 | 0.9 | 0.93 | 0.5 | 0.95 | 0.8 | 0.98 | 0.98 | 0.97 | 0.98 | 0.94 | 0.95 | 0.89 |
| Yield(%) | N/A | 82.6 | 39.2 | 25.7 | N/A | 77.6 | 5.1 | 0.7 | 0.3 | 0.0 | 0.0 | 0.0 | 2.4 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 15580.0 | 1186600.0 | N/A | N/A | 1727.9 | 713.3 | 134.4 | 3100.0 | N/A | N/A | -100.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/10/2005
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
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