Mutual of America Composite Fund (MACHX)
The fund invests in equity and fixed income securities with varying percentages based on the Adviser's view of current economic and market conditions.
Fund Info
Nov 29, 2021
$0
Large-Cap
Blend
Expense Ratio
MACHX has an expense ratio of 0.54%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Mutual of America Composite Fund (MACHX) returned 4.28% year-to-date (YTD) and 15.66% over the past 12 months.
MACHX
4.28%
4.23%
1.72%
15.66%
10.50%
10.63%
N/A
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of MACHX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.82% | 1.30% | -3.24% | 0.25% | 4.23% | 4.28% | |||||||
| 2024 | 1.12% | 2.05% | 2.94% | -3.30% | 3.88% | 3.08% | 1.90% | 2.30% | 1.45% | -0.88% | 4.49% | -2.45% | 17.51% |
| 2023 | 4.37% | -2.42% | 2.48% | 0.94% | -0.76% | 4.17% | 2.24% | -1.51% | -3.76% | -1.66% | 6.05% | 4.54% | 15.07% |
| 2022 | -2.93% | -1.56% | 0.49% | -5.12% | 0.88% | -6.02% | 5.29% | -3.19% | -6.65% | 5.33% | 5.11% | -3.34% | -12.04% |
| 2021 | -0.26% | 1.83% | 2.36% | 2.91% | 1.56% | 0.66% | 1.44% | 1.33% | -2.52% | 2.64% | -0.19% | 3.70% | 16.42% |
| 2020 | -0.53% | -4.28% | -7.26% | 6.63% | 2.83% | 1.65% | 3.24% | 3.14% | -1.55% | -1.89% | 7.10% | 2.48% | 11.08% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 85, MACHX is among the top 15% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Mutual of America Composite Fund (MACHX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Mutual of America Composite Fund provided a 8.56% dividend yield over the last twelve months, with an annual payout of $1.81 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|
| Dividend | $1.81 | $1.81 | $1.17 | $1.23 | $1.11 | $1.64 |
Dividend yield | 8.56% | 8.93% | 6.21% | 7.07% | 5.22% | 8.56% |
Monthly Dividends
The table displays the monthly dividend distributions for Mutual of America Composite Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.00 | $0.11 | $0.00 | $1.53 | $1.81 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.96 | $1.17 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.00 | $0.37 | $0.00 | $0.72 | $1.23 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.00 | $0.20 | $0.00 | $0.77 | $1.11 |
| 2020 | $0.86 | $0.00 | $0.00 | $0.78 | $1.64 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Mutual of America Composite Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Mutual of America Composite Fund was 21.24%, occurring on Mar 23, 2020. Recovery took 93 trading sessions.
The current Mutual of America Composite Fund drawdown is 0.28%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -21.24% | Feb 20, 2020 | 23 | Mar 23, 2020 | 93 | Aug 4, 2020 | 116 |
| -18.15% | Jan 5, 2022 | 186 | Sep 30, 2022 | 303 | Dec 14, 2023 | 489 |
| -10.93% | Feb 20, 2025 | 34 | Apr 8, 2025 | 28 | May 19, 2025 | 62 |
| -5% | Sep 3, 2020 | 14 | Sep 23, 2020 | 34 | Nov 10, 2020 | 48 |
| -4.4% | Jul 17, 2024 | 16 | Aug 7, 2024 | 8 | Aug 19, 2024 | 24 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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