Find A Portfolio/Ticker
Comparison Box
MIERX: MAINSTAY INTERNATIONAL EQUITY FUND CLASS R1 (MUTUAL FUND)
Basic Info
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/08/2004 |
Last Dividend Date: | 12/14/2022 |
12-Mo. Yield | 0.00% |
Expenses | 0.83% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 09/14/2023)
Not up-to-date? TryLast 1 Week* | 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 | 2004 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.2 | -1.8 | -19.0 | -9.9 | -1.9 | -0.0 | 1.8 | -3.6 | -26.2 | -34.4 | 20.8 | 24.6 | -11.7 | 32.3 | -5.2 | 5.3 | -3.1 | 14.9 | 19.1 | -16.6 | 4.7 | 18.7 | -25.4 | 4.9 | 31.1 | 7.2 | 14.8 |
Sharpe Ratio | NA | -0.3 | -0.56 | -0.35 | -0.11 | NA | 0.04 | -0.68 | -1.05 | -0.62 | 0.7 | 2.13 | -0.92 | 4.19 | -0.37 | 0.39 | -0.3 | 1.34 | 1.27 | -0.64 | 0.24 | 0.93 | -0.84 | 0.14 | 2.52 | 0.56 | 1.28 |
Draw Down(%) | NA | 14.1 | 58.2 | 58.2 | 58.2 | NA | 58.2 | 14.1 | 34.7 | 44.7 | 32.4 | 6.2 | 20.0 | 3.1 | 12.0 | 12.6 | 14.3 | 8.2 | 13.1 | 28.6 | 20.0 | 22.8 | 38.1 | 9.1 | 10.6 | 7.0 | 8.5 |
Standard Deviation(%) | NA | 18.9 | 36.5 | 31.6 | 23.8 | NA | 21.3 | 13.9 | 26.3 | 55.6 | 29.2 | 10.9 | 14.1 | 7.6 | 14.5 | 13.6 | 10.3 | 11.1 | 15.1 | 26.0 | 19.4 | 20.0 | 31.2 | 13.1 | 11.1 | 9.0 | 11.1 |
Treynor Ratio | NA | -0.06 | -0.21 | -0.12 | -0.03 | NA | 0.01 | -0.11 | -0.25 | -0.57 | 0.22 | 0.26 | -0.14 | 0.41 | -0.08 | 0.07 | -0.04 | 0.2 | 0.23 | -0.18 | 0.05 | 0.28 | -0.36 | 0.03 | 0.37 | 0.06 | 0.2 |
Alpha | NA | -0.07 | -0.09 | -0.05 | -0.02 | NA | -0.01 | -0.07 | -0.06 | -0.15 | 0.05 | 0.02 | 0.01 | 0.04 | -0.03 | 0.03 | 0.0 | 0.0 | 0.02 | -0.02 | -0.01 | 0.0 | 0.03 | -0.02 | 0.04 | -0.01 | 0.01 |
Beta | NA | 0.98 | 0.96 | 0.93 | 0.88 | NA | 0.81 | 0.87 | 1.11 | 0.61 | 0.91 | 0.88 | 0.93 | 0.77 | 0.72 | 0.79 | 0.78 | 0.76 | 0.83 | 0.91 | 0.86 | 0.66 | 0.73 | 0.7 | 0.76 | 0.78 | 0.71 |
RSquared | NA | 0.77 | 0.27 | 0.43 | 0.47 | NA | 0.63 | 0.67 | 0.83 | 0.03 | 0.91 | 0.73 | 0.78 | 0.56 | 0.76 | 0.8 | 0.72 | 0.76 | 0.84 | 0.92 | 0.88 | 0.88 | 0.91 | 0.8 | 0.83 | 0.77 | 0.77 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.3 | 1.1 | 2.7 | 3.2 | 3.5 | 6.0 | 10.9 | 9.1 | 5.2 | 1.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -63.6 | -66.7 | -17.5 | 8.1 | -60.2 | -48.6 | 43.7 | 82.6 | 475.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/05/2004
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 Foreign Large Blend Asset Class Trend Rankings |
Top Rated Funds in Foreign Large Blend
Best Mutual Funds
- OAKIX (OAKMARK INTERNATIONAL FUND INVESTOR CLASS) (100%)
- HAINX (HARBOR INTERNATIONAL FUND INSTITUTIONAL CLASS) (99%)
- DODFX (DODGE & COX INTERNATIONAL STOCK FUND DODGE & COX INTERNATIONAL STOCK FUND) (99%)
- PIPDX (PIMCO INTERNATIONAL STOCKSPLUS TR STRATEGY FUND (U.S. DOLLAR-HEDGED) D) (99%)
- BJBIX (ABERDEEN SELECT INTERNATIONAL EQUITY FUND CLASS A) (98%)
- FDIVX (FIDELITY DIVERSIFIED INTERNATIONAL FUND FIDELITY DIVERSIFIED INTERNATIONAL FUND) (98%)
- VTMGX (VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRAL SHARES) (98%)
- LLINX (LONGLEAF PARTNERS INTERNATIONAL FUND LONGLEAF PARTNERS INTERNATIONAL FUND) (96%)
- SGOIX (FIRST EAGLE OVERSEAS FUND CLASS I) (96%)
- EXOSX (OVERSEAS SERIES CLASS I) (96%)
Best ETFs
- EFA (iShares MSCI EAFE ETF) (100%)
- PID (Invesco International Dividend Achievers ETF) (99%)
- ACWX (iShares MSCI ACWI ex U.S. ETF) (97%)
- CWI (SPDR® MSCI ACWI ex-US ETF) (97%)
- VEA (Vanguard FTSE Developed Markets Index Fund ETF Shares) (97%)
- VEU (Vanguard FTSE All-World ex-US Index Fund ETF Shares) (97%)
- SCHF (Schwab International Equity ETF) (33%)
- VXUS (Vanguard Total International Stock Index Fund ETF Shares) (29%)
- DBEF (Xtrackers MSCI EAFE Hedged Equity ETF) (28%)
- EFAV (iShares MSCI EAFE Min Vol Factor ETF) (27%)