Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MASOX (Mutual of America Small Cap Equity Index Fund) | 15.60% | 26.82% | 13.16% | 5.32% | 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 |
|---|---|---|
| MASOX (Mutual of America Small Cap Equity Index 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 (%) | 0.33 | 26.82 | 13.16 | 5.32 | NA | NA | NA | … | … | 15.60 | 4.50 | 8.50 | 15.85 | -16.29 | 26.46 | 10.95 |
| Sharpe Ratio | NA | 1.53 | 0.55 | 0.12 | NA | NA | NA | … | … | 2.01 | 0.07 | 0.25 | 0.62 | -0.70 | 1.24 | 0.24 |
| Standard Deviation(%) | NA | 17.47 | 20.26 | 21.36 | NA | NA | NA | … | … | 17.48 | 22.59 | 19.67 | 19.98 | 25.30 | 21.26 | 44.78 |
| Draw Down(%) | NA | 8.70 | 27.99 | 27.99 | NA | NA | NA | … | … | 8.70 | 24.20 | 8.97 | 17.79 | 24.73 | 9.89 | 42.57 |
| Yield(%) | 0.00 | 5.54 | 4.81 | 5.95 | 42.11 | 28.07 | 21.06 | … | … | 0.00 | 5.29 | 5.71 | 3.26 | 5.21 | 18.11 | 20.51 |
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 |
|---|---|---|---|---|
| MASOX (Mutual of America Small Cap Equity Index Fund) |
-0.56%
Apr 2021 – Apr 2024 |
4.02%
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 |
|---|---|---|---|---|
| MASOX (Mutual of America Small Cap Equity Index Fund) |
21.18%
Mar 2020 – Mar 2023 |
14.72%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart