Mutual of America 2055 Retirement Fund (MUROX)
The mutual fund aims to achieve capital preservation and income generation by investing in a balanced mix of shares from other series of the Investment Company ("IC Funds"). The fund is tailored for investors looking to retire or withdraw assets near the year 2055.
Fund Info
Nov 29, 2021
$0
Large-Cap
Blend
Expense Ratio
MUROX has an expense ratio of 0.11%, which is considered low compared to other funds.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Mutual of America 2055 Retirement Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Mutual of America 2055 Retirement Fund had a return of 4.75% year-to-date (YTD) and 12.73% in the last 12 months.
MUROX
4.75%
2.59%
1.67%
12.73%
5.29%
N/A
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of MUROX, 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 | 3.19% | 4.75% | |||||||||||
| 2024 | 0.37% | 4.08% | 3.43% | -3.93% | 4.58% | 1.00% | 2.69% | 1.83% | 1.42% | -4.25% | 5.04% | -5.69% | 10.30% |
| 2023 | 6.84% | -2.19% | 1.44% | 1.02% | -1.40% | 6.18% | 3.01% | -2.12% | -4.17% | -4.66% | 7.99% | 4.55% | 16.61% |
| 2022 | -4.94% | -1.51% | 1.34% | -7.45% | 0.85% | -8.01% | 7.75% | -3.88% | -8.61% | 0.82% | 6.50% | -7.78% | -23.65% |
| 2021 | 0.43% | 3.99% | 3.08% | 4.12% | 0.89% | 0.70% | 0.95% | 2.07% | -2.76% | 2.02% | -1.98% | 2.14% | 16.54% |
| 2020 | -2.24% | -7.63% | -14.05% | 10.58% | 4.35% | 2.50% | 4.06% | 4.69% | -4.97% | -0.87% | 11.84% | 3.13% | 8.65% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of MUROX is 53, indicating average performance compared to other mutual funds on our website. Here’s 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 2055 Retirement Fund (MUROX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Mutual of America 2055 Retirement Fund provided a 2.14% dividend yield over the last twelve months, with an annual payout of $0.33 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|
| Dividend | $0.33 | $0.33 | $0.30 | $0.23 | $0.30 | $0.57 |
Dividend yield | 2.14% | 2.24% | 2.22% | 1.90% | 1.84% | 4.04% |
Monthly Dividends
The table displays the monthly dividend distributions for Mutual of America 2055 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 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.33 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.30 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.23 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.30 |
| 2020 | $0.13 | $0.00 | $0.00 | $0.44 | $0.57 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Mutual of America 2055 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 2055 Retirement Fund was 33.58%, occurring on Mar 23, 2020. Recovery took 162 trading sessions.
The current Mutual of America 2055 Retirement Fund drawdown is 1.83%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.58% | Feb 20, 2020 | 23 | Mar 23, 2020 | 162 | Nov 10, 2020 | 185 |
| -29.11% | Nov 9, 2021 | 233 | Oct 12, 2022 | 486 | Sep 19, 2024 | 719 |
| -7.04% | Dec 9, 2024 | 22 | Jan 10, 2025 | — | — | — |
| -4.25% | Oct 1, 2024 | 23 | Oct 31, 2024 | 7 | Nov 11, 2024 | 30 |
| -4.2% | Sep 7, 2021 | 20 | Oct 4, 2021 | 22 | Nov 3, 2021 | 42 |
Volatility
Volatility Chart
The current Mutual of America 2055 Retirement Fund volatility is 2.84%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.