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Mutual of America Instl Equity Index (MAEQX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.12+0.02 (+0.14%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★★★
Year-to-date return8.85%
5-year average return11.33%
Number of years up15
Number of years down5
Best 1-yr total return (3 Feb 2019)32.15%
Worst 1-yr total return (3 Feb 2019)-37.05%
Best 3-yr total return32.15%
Worst 3-yr total return-8.36%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMAEQXCategory
YTD16.47%5.31%
1-month2.23%-4.19%
3-month9.77%3.90%
1-year17.99%20.31%
3-year13.47%6.48%
5-year13.21%11.78%
10-year0.00%10.96%
Last bull market25.02%25.56%
Last bear market-16.31%-15.11%

Annual total return (%) history

Year
MAEQXCategory
2020
N/A15.83%
2019
31.49%28.78%
2018
-4.57%-6.27%
2017
21.66%20.44%
2016
11.83%10.37%
2015
1.34%-1.07%
2014
13.52%10.96%
2013
32.15%31.50%
2012
16.07%14.96%
2011
1.98%-1.27%
2010
14.83%14.01%
2009
26.15%28.17%
2008
-37.05%-37.79%
2007
5.74%6.16%
2006
15.61%14.17%
2005
4.79%5.88%
2004
10.68%10.02%
2003
28.24%27.05%
2002
-22.13%-22.25%
2001
-12.10%-13.50%
2000
-9.07%-6.31%
1999
N/A20.16%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-19.64%20.48%8.91%N/A
201913.66%4.33%1.67%9.06%
2018-0.82%3.38%7.66%-13.56%
20176.01%3.05%4.45%6.61%
20161.34%2.42%3.81%3.79%
20150.90%0.28%-6.50%7.12%
20141.76%5.20%1.10%4.89%
201310.54%2.87%5.21%10.46%
201212.53%-2.69%6.35%-0.33%
20115.89%0.11%-13.94%11.78%
20105.33%-11.43%11.20%10.69%
2009-11.00%15.80%15.50%5.98%
2008-9.43%-2.80%-8.51%-21.85%
20070.62%6.23%1.92%-2.94%
20064.17%-1.47%5.61%6.65%
2005-2.16%1.33%3.58%2.04%
20041.65%1.69%-1.91%9.15%
2003-3.29%15.42%2.57%12.01%
20020.12%-13.37%-17.24%8.48%
2001-11.88%5.77%-14.75%10.62%
20002.15%-2.61%-1.08%-7.59%
1999-6.23%14.58%N/AN/A

Rank in category (by total return)

YTD36
1-month63
3-month55
1-year34
3-year24
5-year18

Load adjusted returns

1-year9.54%
3-year10.30%
5-year11.60%
10-year12.89%