Mutual of America 2015 Retirement Fund (MURFX)
The fund aims to preserve capital and generate income as the Target Retirement Date nears by investing in various series of the Investment Company Funds. It targets investors looking to retire or withdraw assets around the year 2015.
Fund Info
Nov 29, 2021
$0
Large-Cap
Blend
Expense Ratio
MURFX has an expense ratio of 0.16%, which is considered low.
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 2015 Retirement Fund (MURFX) returned -1.54% year-to-date (YTD) and 1.00% over the past 12 months.
MURFX
-1.54%
0.00%
-5.44%
1.00%
2.80%
57.88%
N/A
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of MURFX, 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 | 1.27% | 0.91% | -1.36% | -2.34% | 0.00% | -1.54% | |||||||
| 2024 | 0.35% | 0.81% | 1.72% | -2.59% | 2.54% | 1.19% | 1.92% | 1.44% | 1.31% | -1.85% | 2.44% | -4.38% | 4.73% |
| 2023 | 3.81% | -2.13% | 2.18% | 0.83% | -0.82% | 1.96% | 1.17% | -0.93% | -2.46% | -2.98% | 4.82% | 3.32% | 8.75% |
| 2022 | -2.86% | -1.20% | -0.44% | -4.66% | 0.47% | -3.56% | 3.87% | -2.91% | -5.04% | 2.03% | 3.84% | -2.13% | -12.36% |
| 2021 | -0.40% | 0.61% | 1.01% | 2.30% | 0.39% | 0.64% | 1.26% | 0.86% | -2.28% | 0.19% | -0.39% | -7.24% | -3.35% |
| 2020 | 0.48% | -2.75% | -5.68% | 4.60% | 2.27% | 908.87% | 2.19% | 1.88% | -6.06% | -0.94% | 4.44% | -0.70% | 899.42% |
| 2019 | 0.52% | 0.52% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of MURFX is 18, meaning it’s performing worse than 82% of other 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 2015 Retirement Fund (MURFX) 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 2015 Retirement Fund provided a 5.32% dividend yield over the last twelve months, with an annual payout of $0.45 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|
| Dividend | $0.45 | $0.40 | $0.21 | $0.13 | $0.15 | $0.59 |
Dividend yield | 5.32% | 4.57% | 2.41% | 1.65% | 1.58% | 5.99% |
Monthly Dividends
The table displays the monthly dividend distributions for Mutual of America 2015 Retirement 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 | $0.05 | $0.00 | $0.05 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.00 | $0.12 | $0.00 | $0.17 | $0.40 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.21 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.13 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.15 |
| 2020 | $0.21 | $0.00 | $0.00 | $0.38 | $0.59 |
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 2015 Retirement 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 2015 Retirement Fund was 24.13%, occurring on Oct 14, 2022. The portfolio has not yet recovered.
The current Mutual of America 2015 Retirement Fund drawdown is 11.35%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -24.13% | Sep 3, 2021 | 281 | Oct 14, 2022 | — | — | — |
| -14.71% | Feb 20, 2020 | 23 | Mar 23, 2020 | 67 | Jun 26, 2020 | 90 |
| -7.81% | Sep 3, 2020 | 41 | Oct 30, 2020 | 152 | Jun 10, 2021 | 193 |
| -1.11% | Jun 14, 2021 | 5 | Jun 18, 2021 | 9 | Jul 1, 2021 | 14 |
| -0.96% | Jul 13, 2021 | 5 | Jul 19, 2021 | 4 | Jul 23, 2021 | 9 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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