MAAKX vs. TANDX
MAAKX (Mutual of America All America Fund) and TANDX (Castle Tandem Fund) are both Large Cap Blend Equities funds. Over the past 5 years, MAAKX returned 8.98%/yr vs 1.84%/yr for TANDX. A 0.64 correlation means they provide meaningful diversification when combined. MAAKX charges 0.54%/yr vs 1.59%/yr for TANDX.
Performance
MAAKX vs. TANDX - Performance Comparison
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Returns By Period
In the year-to-date period, MAAKX achieves a 12.55% return, which is significantly higher than TANDX's -10.05% return.
MAAKX
- 1D
- 0.24%
- 1M
- 1.16%
- 6M
- 9.14%
- YTD
- 12.55%
- 1Y
- 20.80%
- 3Y*
- 15.23%
- 5Y*
- 8.98%
- 10Y*
- —
TANDX
- 1D
- 0.57%
- 1M
- 2.00%
- 6M
- -11.19%
- YTD
- -10.05%
- 1Y
- -11.96%
- 3Y*
- 1.25%
- 5Y*
- 1.84%
- 10Y*
- —
MAAKX vs. TANDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
MAAKX Mutual of America All America Fund | 12.55% | 12.04% | 18.57% | 16.94% | -18.15% | 24.66% | 890.98% |
TANDX Castle Tandem Fund | -10.05% | 3.67% | 7.66% | 8.42% | -7.87% | 19.03% | 13.39% |
Correlation
The correlation between MAAKX and TANDX is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.35 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.54 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.59 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2020 | 0.64 |
Over the past year, the correlation between MAAKX and TANDX has dropped to 0.35 - well below their long-term average of 0.64, suggesting their price drivers have been diverging.
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Return for Risk
MAAKX vs. TANDX — Risk / Return Rank
MAAKX
TANDX
MAAKX vs. TANDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mutual of America All America Fund (MAAKX) and Castle Tandem Fund (TANDX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MAAKX | TANDX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.98 | ||
| Sortino ratioReturn per unit of downside risk | +4.21 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 0.82 | +0.51 |
| Calmar ratioReturn relative to maximum drawdown | 2.79 | -0.69 | +3.48 |
| Martin ratioReturn relative to average drawdown | 13.14 | -1.37 | +14.51 |
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Drawdowns
MAAKX vs. TANDX - Drawdown Comparison
The maximum MAAKX drawdown since its inception was -35.71%, smaller than the maximum TANDX drawdown of -93.98%. Use the drawdown chart below to compare losses from any high point for MAAKX and TANDX.
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Drawdown Indicators
| MAAKX | TANDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.71% | -93.98% | +58.27% |
Max Drawdown (1Y)Largest decline over 1 year | -8.55% | -16.88% | +8.33% |
Max Drawdown (3Y)Largest decline over 3 years | -19.43% | -93.98% | +74.55% |
Max Drawdown (5Y)Largest decline over 5 years | -23.93% | -93.98% | +70.05% |
Current DrawdownCurrent decline from peak | -0.08% | -93.71% | +93.63% |
Average DrawdownAverage peak-to-trough decline | -6.12% | -21.41% | +15.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.74% | 8.47% | -6.73% |
Volatility
MAAKX vs. TANDX - Volatility Comparison
The current volatility for Mutual of America All America Fund (MAAKX) is 3.11%, while Castle Tandem Fund (TANDX) has a volatility of 4.21%. This indicates that MAAKX experiences smaller price fluctuations and is considered to be less risky than TANDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MAAKX | TANDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.11% | 4.21% | -1.10% |
Volatility (6M)Calculated over the trailing 6-month period | 9.78% | 8.16% | +1.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.17% | 10.09% | +3.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.85% | 596.04% | -576.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 379.07% | 492.61% | -113.54% |
MAAKX vs. TANDX - Expense Ratio Comparison
MAAKX has a 0.54% expense ratio, which is lower than TANDX's 1.59% expense ratio.
Dividends
MAAKX vs. TANDX - Dividend Comparison
MAAKX's dividend yield for the trailing twelve months is around 15.06%, more than TANDX's 6.86% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
MAAKX Mutual of America All America Fund | 15.06% | 17.01% | 11.32% | 7.30% | 14.64% | 8.33% | 0.00% | 0.00% |
TANDX Castle Tandem Fund | 6.86% | 6.17% | 3.71% | 2.10% | 1.48% | 4.57% | 0.33% | 0.37% |
Frequently Asked Questions
MAAKX and TANDX have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TANDX has higher volatility (4.21%) compared to MAAKX (3.11%). In terms of maximum drawdown, MAAKX dropped -35.71% vs TANDX's -93.98%.
MAAKX currently has the higher Sharpe Ratio (1.82 vs -1.16), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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