Find A Portfolio/Ticker
Comparison Box
FCIZX: MainStay PineStone International Eq R3 (MUTUAL FUND)
Basic Info
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/11/2005 |
| Last Dividend Date: | 12/05/2023 |
| 12-Mo. Yield | 3.36% |
| Expenses | 0.95% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 02/26/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.5 | 6.0 | 74.0 | 19.7 | 14.2 | 7.7 | 6.7 | 5.9 | 73.7 | -5.4 | 1.3 | 7.5 | 7.2 | -0.0 | 2.1 | 2.2 | 0.5 | 2.8 | -0.9 | 6.8 | 3.2 | 6.1 | 8.4 | 3.0 | 4.4 | -0.4 | -0.1 |
| Sharpe Ratio | NA | 3.32 | 1.54 | 0.66 | 0.61 | 0.45 | NA | 0.44 | 1.55 | -1.6 | 0.72 | 1.91 | 2.35 | -0.67 | 0.67 | 0.84 | 0.17 | 1.35 | -0.39 | 3.16 | 1.18 | 2.1 | 2.24 | 0.41 | 0.4 | -1.28 | -1.12 |
| Draw Down(%) | NA | 3.4 | 13.8 | 13.8 | 13.8 | 13.8 | NA | 13.8 | 10.9 | 9.2 | 1.4 | 6.8 | 1.5 | 2.1 | 1.1 | 2.9 | 1.9 | 1.1 | 4.0 | 0.9 | 2.3 | 3.0 | 2.3 | 6.7 | 3.1 | 2.8 | 0.9 |
| Standard Deviation(%) | NA | 13.2 | 45.6 | 26.6 | 20.7 | 14.7 | NA | 11.0 | 45.3 | 4.3 | 1.8 | 3.8 | 2.5 | 2.0 | 2.1 | 2.4 | 3.0 | 2.0 | 2.5 | 2.1 | 2.7 | 2.9 | 3.7 | 5.0 | 3.5 | 2.9 | 2.8 |
| Treynor Ratio | NA | 0.47 | 0.96 | 0.32 | 0.23 | 0.12 | NA | 0.09 | 1.08 | -0.16 | 0.04 | 0.11 | 0.09 | -0.02 | 0.02 | 0.04 | 0.01 | 0.05 | -0.02 | 0.13 | 0.08 | 0.13 | 0.17 | 0.04 | 0.02 | -0.07 | -0.06 |
| Alpha | NA | 0.19 | 0.24 | 0.09 | 0.06 | 0.03 | NA | 0.02 | 0.24 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.02 | 0.0 | -0.02 | -0.01 |
| Beta | NA | 0.93 | 0.73 | 0.55 | 0.56 | 0.57 | NA | 0.54 | 0.65 | 0.44 | 0.34 | 0.64 | 0.66 | 0.59 | 0.64 | 0.54 | 0.64 | 0.58 | 0.59 | 0.54 | 0.42 | 0.45 | 0.48 | 0.52 | 0.58 | 0.53 | 0.55 |
| RSquared | NA | 0.23 | 0.01 | 0.01 | 0.02 | 0.02 | NA | 0.04 | 0.01 | 0.76 | 0.56 | 0.8 | 0.78 | 0.61 | 0.7 | 0.69 | 0.81 | 0.74 | 0.79 | 0.61 | 0.59 | 0.66 | 0.8 | 0.67 | 0.59 | 0.45 | 0.57 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.8 | 3.0 | 3.6 | 9.4 | 2.2 | 2.1 | 2.0 | 1.9 | 1.9 | 2.3 | 1.5 | 4.2 | 3.8 | 6.0 | 4.1 | 4.3 | 2.3 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 16.6 | -17.9 | -62.6 | 338.2 | 6.4 | 6.1 | 1.0 | 2.1 | -17.0 | 46.9 | -63.5 | 9.2 | -35.8 | 52.8 | -7.9 | 96.5 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/06/2005
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Intermediate-Term Bond Asset Class Trend Rankings |
Top Rated Funds in Intermediate-Term Bond
Best Mutual Funds
- VBMFX (VANGUARD TOTAL BOND MARKET INDEX FUND INVESTOR SHARES) (100%)
- VBIIX (VANGUARD INTERMEDIATE-TERM BOND INDEX FUND INVESTOR SHARES) (100%)
- CMFCX (AMERICAN FUNDS MORTGAGE FUND CLASS 529-C) (99%)
- VFICX (VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND INVESTOR SHARES) (99%)
- VFIDX (VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND ADMIRAL SHARES) (98%)
- GPBFX (GMO CORE PLUS BOND FUND CLASS IV) (98%)
- SAMIX (MODERATELY AGGRESSIVE BALANCED ALLOCATION PORTFOLIO CLASS I) (98%)
- OWFIX (OLD WESTBURY FIXED INCOME FUND OLD WESTBURY FIXED INCOME FUND) (98%)
- TAIBX (PRUDENTIAL CORE BOND FUND CLASS Z) (98%)
- ACBPX (DIVERSIFIED BOND FUND I CLASS) (97%)
Best ETFs
- AGG (iShares Core U.S. Aggregate Bond ETF) (100%)
- BIV (Vanguard Intermediate-Term Bond Index Fund ETF Shares) (99%)
- BND (Vanguard Total Bond Market Index Fund ETF Shares) (99%)
- GBF (iShares Government/Credit Bond ETF) (99%)
- GVI (iShares Intermediate Government/Credit Bond ETF) (99%)
- MBB (iShares MBS ETF) (98%)
- VCIT (Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares) (36%)
- VMBS (Vanguard Mortgage-Backed Securities Index Fund ETF Shares) (36%)
- SCHZ (Schwab U.S. Aggregate Bond ETF) (31%)
- CMBS (iShares CMBS ETF) (31%)
Best Closed End Funds
* Day change on 02/26/2024.Latest Articles Related to FCIZX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
