Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MACCX (Mutual of America Catholic Values Index Fund Class) | 6.98% | 21.64% | 19.78% | 12.05% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 10/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MACCX (Mutual of America Catholic Values Index Fund Class) | 10/01/2020 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.89 | 21.64 | 19.78 | 12.05 | NA | NA | NA | … | … | 6.98 | 17.35 | 22.99 | 26.37 | -20.13 | 28.97 | 11.14 |
| Sharpe Ratio | NA | 1.61 | 1.10 | 0.55 | NA | NA | NA | … | … | 1.02 | 0.76 | 1.52 | 1.70 | -0.87 | 2.20 | 3.18 |
| Standard Deviation(%) | NA | 12.41 | 15.17 | 17.32 | NA | NA | NA | … | … | 14.09 | 19.15 | 12.75 | 13.51 | 24.85 | 13.18 | 16.51 |
| Draw Down(%) | NA | 9.42 | 19.40 | 26.23 | NA | NA | NA | … | … | 9.42 | 19.40 | 8.59 | 11.11 | 26.23 | 5.28 | 7.50 |
| Yield(%) | 0.00 | 4.67 | 4.86 | 3.77 | 2.38 | 1.59 | 1.19 | … | … | 0.00 | 4.83 | 5.19 | 3.11 | 1.85 | 3.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 10/01/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MACCX (Mutual of America Catholic Values Index Fund Class) |
6.57%
Apr 2021 – Apr 2024 |
10.87%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MACCX (Mutual of America Catholic Values Index Fund Class) |
24.24%
Sep 2022 – Sep 2025 |
14.28%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart