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MINEX: MAINSTAY INTERNATIONAL EQUITY FUND CLASS B (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/28/1995 |
| Last Dividend Date: | 12/13/2021 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.83% |
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Performance Analytics (As of 11/13/2023)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/28/1995 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.0 | 76061.6 | 769.7 | 287.4 | 99.6 | 62.0 | 45.1 | 31.9 | 77699.5 | -27.3 | 10.5 | 19.2 | 23.0 | -12.8 | 30.7 | -6.4 | 4.0 | -4.3 | 13.5 | 17.7 | -17.6 | 3.4 | 17.3 | -26.4 | 3.5 | 29.6 | 6.2 | 16.0 | 31.1 | -5.0 | -16.3 | -21.8 | 26.6 | 19.3 | 3.8 | 9.0 | 0.3 |
| Sharpe Ratio | NA | 107.59 | 1.89 | 0.91 | 0.45 | NA | NA | 0.23 | 289.0 | -1.09 | 0.82 | 0.65 | 1.98 | -1.0 | 3.98 | -0.45 | 0.3 | -0.42 | 1.22 | 1.18 | -0.69 | 0.17 | 0.86 | -0.87 | 0.04 | 2.38 | 0.45 | 1.36 | 2.56 | -0.39 | -1.23 | -1.59 | 1.69 | 0.86 | 0.02 | 0.71 | NA |
| Draw Down(%) | NA | 31.7 | 47.9 | 47.9 | 47.9 | NA | NA | 47.9 | 31.7 | 35.4 | 10.3 | 32.5 | 6.4 | 20.4 | 3.2 | 12.3 | 13.0 | 14.6 | 8.4 | 13.2 | 28.9 | 20.1 | 22.9 | 38.8 | 9.2 | 10.8 | 7.1 | 8.7 | 13.2 | 16.9 | 27.3 | 27.3 | 9.6 | 24.3 | 11.9 | 6.5 | 0.0 |
| Standard Deviation(%) | NA | 706.9 | 405.4 | 313.5 | 221.4 | NA | NA | 133.1 | 759.9 | 26.4 | 12.8 | 29.2 | 10.9 | 14.1 | 7.6 | 14.5 | 13.5 | 10.3 | 11.1 | 15.1 | 25.6 | 19.5 | 20.0 | 31.3 | 13.1 | 11.1 | 9.1 | 11.1 | 11.9 | 15.7 | 15.3 | 16.2 | 13.9 | 18.6 | 12.0 | 7.7 | 0.0 |
| Treynor Ratio | NA | 1.36 | 0.06 | 0.05 | 0.03 | NA | NA | 0.03 | 3.25 | -0.26 | 0.15 | 0.21 | 0.24 | -0.15 | 0.4 | -0.09 | 0.05 | -0.06 | 0.18 | 0.21 | -0.19 | 0.04 | 0.26 | -0.38 | 0.01 | 0.35 | 0.05 | 0.21 | 0.41 | -0.08 | -0.23 | -0.24 | 0.23 | 0.17 | 0.0 | 0.07 | 0.0 |
| Alpha | NA | 421.48 | 139.67 | 83.19 | 41.45 | NA | NA | 14.85 | 485.79 | -0.06 | 0.01 | 0.04 | 0.01 | 0.0 | 0.04 | -0.04 | 0.02 | 0.0 | -0.01 | 0.01 | -0.03 | -0.02 | -0.01 | 0.03 | -0.02 | 0.03 | -0.02 | 0.01 | 0.01 | 0.02 | 0.0 | -0.03 | -0.01 | 0.01 | -0.01 | 0.01 | NA |
| Beta | NA | 560.9 | 132.36 | 57.01 | 39.33 | NA | NA | 11.73 | 675.81 | 1.12 | 0.71 | 0.91 | 0.88 | 0.93 | 0.76 | 0.72 | 0.78 | 0.78 | 0.76 | 0.83 | 0.9 | 0.86 | 0.66 | 0.73 | 0.7 | 0.76 | 0.78 | 0.72 | 0.74 | 0.73 | 0.8 | 1.07 | 1.0 | 0.93 | 0.75 | 0.84 | NA |
| RSquared | NA | 0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.01 | 0.83 | 0.51 | 0.91 | 0.74 | 0.78 | 0.56 | 0.76 | 0.8 | 0.72 | 0.75 | 0.84 | 0.93 | 0.88 | 0.89 | 0.91 | 0.8 | 0.84 | 0.77 | 0.77 | 0.77 | 0.83 | 0.82 | 0.93 | 0.85 | 0.93 | 0.92 | 0.68 | 0.0 |
| Yield(%) | N/A | 0.0 | 7.0 | 6.2 | 3.6 | 3.8 | 4.5 | N/A | 0.0 | 0.0 | 16.5 | 4.7 | 3.6 | 1.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.6 | 2.2 | 2.4 | 5.2 | 10.7 | 8.4 | 4.7 | 0.2 | 0.9 | 0.0 | 0.7 | 6.5 | 2.7 | 1.1 | 5.3 | 4.9 | 2.1 |
| Dividend Growth(%) | N/A | -100.0 | 493.1 | N/A | -12.1 | N/A | N/A | N/A | N/A | -100.0 | 300.8 | 57.2 | 205.2 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -27.8 | 7.9 | -68.0 | -55.4 | 50.4 | 90.0 | 2350.0 | -67.1 | N/A | -100.0 | -92.9 | 205.9 | 180.0 | -78.9 | 11.7 | 124.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/28/1995
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