Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MURIX (Mutual of America 2030 Retirement Fund) | 3.72% | 13.07% | 12.07% | 6.43% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MURIX (Mutual of America 2030 Retirement Fund) | 01/02/2020 | 06/10/2026 |
| 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 (%) | -1.96 | 13.07 | 12.07 | 6.43 | NA | NA | NA | … | … | 3.72 | 5.24 | 11.15 | 15.28 | -14.13 | 15.35 | 11.15 |
| Sharpe Ratio | NA | 1.54 | 1.07 | 0.39 | NA | NA | NA | … | … | 0.86 | 0.20 | 0.96 | 1.40 | -1.00 | 1.61 | 0.45 |
| Standard Deviation(%) | NA | 7.88 | 8.90 | 10.55 | NA | NA | NA | … | … | 9.45 | 12.02 | 7.86 | 8.37 | 15.60 | 9.51 | 24.43 |
| Draw Down(%) | NA | 6.02 | 9.84 | 19.83 | NA | NA | NA | … | … | 6.02 | 9.84 | 4.27 | 7.58 | 19.83 | 4.04 | 26.53 |
| Yield(%) | 0.00 | 8.77 | 7.75 | 6.61 | 48.11 | 32.07 | 24.06 | … | … | 0.00 | 9.17 | 7.67 | 6.43 | 7.67 | 6.86 | 126.53 |
Data as of 06/10/2026, Common starting date is 01/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MURIX (Mutual of America 2030 Retirement Fund) |
2.40%
Apr 2021 – Apr 2024 |
6.39%
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 |
|---|---|---|---|---|
| MURIX (Mutual of America 2030 Retirement Fund) |
15.13%
Sep 2022 – Sep 2025 |
11.10%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart