MURNX vs. FOTKX
Compare and contrast key facts about Mutual of America Investment Corporation - 2050 Retirement Fund (MURNX) and Fidelity Freedom 2010 Fund Class K6 (FOTKX).
MURNX is managed by Mutual of America. It was launched on Nov 30, 2021. FOTKX is managed by Fidelity. It was launched on Oct 17, 1996.
Performance
MURNX vs. FOTKX - Performance Comparison
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MURNX vs. FOTKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
MURNX Mutual of America Investment Corporation - 2050 Retirement Fund | -3.91% | 17.89% | 14.37% | 15.78% | -16.25% | 17.85% | 918.18% |
FOTKX Fidelity Freedom 2010 Fund Class K6 | -0.61% | 11.66% | 5.55% | 9.97% | -13.05% | 5.68% | 10.79% |
Returns By Period
In the year-to-date period, MURNX achieves a -3.91% return, which is significantly lower than FOTKX's -0.61% return.
MURNX
- 1D
- -1.51%
- 1M
- -8.24%
- YTD
- -3.91%
- 6M
- -1.40%
- 1Y
- 14.60%
- 3Y*
- 12.40%
- 5Y*
- 6.63%
- 10Y*
- —
FOTKX
- 1D
- 0.21%
- 1M
- -3.83%
- YTD
- -0.61%
- 6M
- 1.01%
- 1Y
- 8.62%
- 3Y*
- 7.30%
- 5Y*
- 3.28%
- 10Y*
- —
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MURNX vs. FOTKX - Expense Ratio Comparison
MURNX has a 0.08% expense ratio, which is lower than FOTKX's 0.38% expense ratio.
Return for Risk
MURNX vs. FOTKX — Risk / Return Rank
MURNX
FOTKX
MURNX vs. FOTKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mutual of America Investment Corporation - 2050 Retirement Fund (MURNX) and Fidelity Freedom 2010 Fund Class K6 (FOTKX). 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.
| MURNX | FOTKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.60 | -0.57 |
Sortino ratioReturn per unit of downside risk | 1.57 | 2.21 | -0.64 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.33 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.71 | 2.12 | -1.41 |
Martin ratioReturn relative to average drawdown | 3.35 | 8.66 | -5.31 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MURNX | FOTKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.60 | -0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.52 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.77 | -0.61 |
Correlation
The correlation between MURNX and FOTKX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
MURNX vs. FOTKX - Dividend Comparison
MURNX's dividend yield for the trailing twelve months is around 9.68%, more than FOTKX's 5.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MURNX Mutual of America Investment Corporation - 2050 Retirement Fund | 9.68% | 9.30% | 6.49% | 3.56% | 11.26% | 3.72% | 0.00% | 0.00% | 0.00% | 0.00% |
FOTKX Fidelity Freedom 2010 Fund Class K6 | 5.28% | 5.25% | 3.32% | 2.98% | 7.41% | 9.53% | 6.17% | 6.00% | 7.24% | 3.57% |
Drawdowns
MURNX vs. FOTKX - Drawdown Comparison
The maximum MURNX drawdown since its inception was -32.96%, which is greater than FOTKX's maximum drawdown of -18.29%. Use the drawdown chart below to compare losses from any high point for MURNX and FOTKX.
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Drawdown Indicators
| MURNX | FOTKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.96% | -18.29% | -14.67% |
Max Drawdown (1Y)Largest decline over 1 year | -10.78% | -4.03% | -6.75% |
Max Drawdown (5Y)Largest decline over 5 years | -23.75% | -18.29% | -5.46% |
Current DrawdownCurrent decline from peak | -8.50% | -3.83% | -4.67% |
Average DrawdownAverage peak-to-trough decline | -5.64% | -3.62% | -2.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.79% | 0.99% | +1.80% |
Volatility
MURNX vs. FOTKX - Volatility Comparison
Mutual of America Investment Corporation - 2050 Retirement Fund (MURNX) has a higher volatility of 3.65% compared to Fidelity Freedom 2010 Fund Class K6 (FOTKX) at 2.34%. This indicates that MURNX's price experiences larger fluctuations and is considered to be riskier than FOTKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MURNX | FOTKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.65% | 2.34% | +1.31% |
Volatility (6M)Calculated over the trailing 6-month period | 8.51% | 3.45% | +5.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.95% | 5.48% | +10.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.21% | 6.32% | +10.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 387.62% | 6.41% | +381.21% |