Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MURJX (Mutual of America 2035 Retirement Fund) | 4.39% | 14.80% | 13.73% | 7.42% | 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 |
|---|---|---|
| MURJX (Mutual of America 2035 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 (%) | -2.21 | 14.80 | 13.73 | 7.42 | NA | NA | NA | … | … | 4.39 | 6.19 | 13.04 | 17.28 | -15.20 | 17.90 | 11.87 |
| Sharpe Ratio | NA | 1.56 | 1.10 | 0.42 | NA | NA | NA | … | … | 0.93 | 0.24 | 1.04 | 1.41 | -0.92 | 1.64 | 0.43 |
| Standard Deviation(%) | NA | 9.06 | 10.33 | 12.28 | NA | NA | NA | … | … | 10.80 | 13.98 | 9.06 | 9.73 | 18.17 | 10.91 | 26.92 |
| Draw Down(%) | NA | 6.82 | 11.77 | 21.68 | NA | NA | NA | … | … | 6.82 | 11.77 | 5.41 | 8.54 | 21.68 | 4.76 | 29.33 |
| Yield(%) | 0.00 | 9.38 | 8.42 | 7.00 | 51.32 | 34.21 | 25.66 | … | … | 0.00 | 9.85 | 9.04 | 6.12 | 8.32 | 6.59 | 130.82 |
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 |
|---|---|---|---|---|
| MURJX (Mutual of America 2035 Retirement Fund) |
3.09%
Apr 2021 – Apr 2024 |
7.35%
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 |
|---|---|---|---|---|
| MURJX (Mutual of America 2035 Retirement Fund) |
17.26%
Sep 2022 – Sep 2025 |
12.96%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart