MUROX vs. MSCI

In the year-to-date period, MUROX achieves a 3.93% return, which is significantly higher than MSCI's -5.41% return.

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This table presents a comparison of risk-adjusted performance metrics for Mutual of America 2055 Retirement Fund (MUROX) and MSCI Inc. (MSCI). 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.

The current MUROX Sharpe Ratio is 0.71, which is comparable to the MSCI Sharpe Ratio of 0.67. The chart below compares the historical Sharpe Ratios of MUROX and MSCI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MUROX's dividend yield for the trailing twelve months is around 6.85%, more than MSCI's 1.21% yield.

The maximum MUROX drawdown since its inception was -33.58%, smaller than the maximum MSCI drawdown of -69.06%. Use the drawdown chart below to compare losses from any high point for MUROX and MSCI.

The current volatility for Mutual of America 2055 Retirement Fund (MUROX) is 3.88%, while MSCI Inc. (MSCI) has a volatility of 4.99%. This indicates that MUROX experiences smaller price fluctuations and is considered to be less risky than MSCI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.