Mutual of America 2060 Retirement Fund (MURPX)
The fund aims to preserve capital and generate income as it approaches the Target Retirement Date, investing in a balanced mix of shares to achieve this goal. It is specifically tailored for investors anticipating retirement or asset withdrawal in the year 2060.
Fund Info
Nov 29, 2021
$0
Large-Cap
Blend
Expense Ratio
MURPX has an expense ratio of 0.17%, 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 2060 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 2060 Retirement Fund had a return of 4.81% year-to-date (YTD) and 13.54% in the last 12 months.
MURPX
4.81%
2.62%
2.32%
13.54%
5.75%
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 MURPX, 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 | 3.23% | 4.81% | |||||||||||
2024 | 0.26% | 4.19% | 3.61% | -4.03% | 4.62% | 0.93% | 2.83% | 1.76% | 1.35% | -4.01% | 5.10% | -5.39% | 11.02% |
2023 | 6.97% | -2.20% | 1.41% | 1.02% | -1.47% | 6.34% | 3.09% | -2.23% | -4.21% | -4.57% | 8.15% | 4.81% | 17.28% |
2022 | -4.86% | -1.55% | 1.41% | -7.52% | 0.92% | -8.13% | 7.76% | -3.90% | -8.82% | 1.55% | 6.67% | -8.44% | -23.71% |
2021 | 0.51% | 4.28% | 3.22% | 4.13% | 0.97% | 0.59% | 0.96% | 1.98% | -2.73% | 2.37% | -2.02% | 1.47% | 16.61% |
2020 | -2.68% | -7.34% | -14.85% | 10.47% | 5.26% | 2.00% | 3.92% | 4.72% | -3.62% | -0.85% | 12.32% | 3.21% | 9.80% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of MURPX is 57, 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 2060 Retirement Fund (MURPX) 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 2060 Retirement Fund provided a 2.09% dividend yield over the last twelve months, with an annual payout of $0.28 per share. The fund has been increasing its distributions for 2 consecutive years.
Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 |
---|---|---|---|---|---|---|
Dividend | $0.28 | $0.28 | $0.25 | $0.19 | $0.26 | $0.42 |
Dividend yield | 2.09% | 2.19% | 2.15% | 1.86% | 1.89% | 3.55% |
Monthly Dividends
The table displays the monthly dividend distributions for Mutual of America 2060 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 | $0.11 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.28 |
2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.25 |
2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.19 |
2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.26 |
2020 | $0.06 | $0.00 | $0.00 | $0.36 | $0.42 |
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 2060 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 2060 Retirement Fund was 34.21%, occurring on Mar 23, 2020. Recovery took 161 trading sessions.
The current Mutual of America 2060 Retirement Fund drawdown is 1.49%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-34.21% | Jan 21, 2020 | 44 | Mar 23, 2020 | 161 | Nov 9, 2020 | 205 |
-29.39% | Nov 9, 2021 | 233 | Oct 12, 2022 | 486 | Sep 19, 2024 | 719 |
-6.82% | Dec 9, 2024 | 22 | Jan 10, 2025 | — | — | — |
-4.22% | Sep 7, 2021 | 20 | Oct 4, 2021 | 21 | Nov 2, 2021 | 41 |
-4.13% | May 10, 2021 | 3 | May 12, 2021 | 16 | Jun 4, 2021 | 19 |
Volatility
Volatility Chart
The current Mutual of America 2060 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.