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MYITX: MainStay 130/30 International A (MUTUAL FUND)
Basic Info 6.6 0.03(0.46%) March 20
| Asset Class: | Foreign Large Value |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 10/02/2007 |
| Last Dividend Date: | 12/12/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 2.64% |
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Performance Analytics (As of 03/17/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.8 | 1.5 | -7.2 | -0.8 | -10.0 | -1.8 | -1.1 | -2.4 | -16.1 | -25.9 | 1.5 | 16.9 | -23.5 | 22.9 | -0.8 | 1.4 | -4.3 | 31.3 | 21.4 | -11.7 | 11.3 | 23.3 | -44.7 | -6.3 |
| SR | NA | -0.06 | -0.52 | -0.13 | -0.44 | -0.13 | NA | -0.13 | -0.82 | -0.63 | 0.04 | 1.64 | -1.77 | 2.53 | -0.06 | 0.09 | -0.39 | 2.54 | 1.38 | -0.43 | 0.53 | 0.86 | -1.13 | -1.39 |
| DD(%) | NA | 8.2 | 25.0 | 49.5 | 51.8 | 55.1 | NA | 62.7 | 29.7 | 34.3 | 35.8 | 7.8 | 30.2 | 2.8 | 14.8 | 15.8 | 12.8 | 10.8 | 16.8 | 26.7 | 19.5 | 28.3 | 55.1 | 11.5 |
| SD(%) | NA | 14.3 | 19.7 | 29.5 | 25.6 | 20.4 | NA | 22.9 | 21.4 | 41.3 | 28.9 | 9.4 | 14.0 | 8.9 | 17.9 | 14.5 | 11.0 | 12.3 | 15.6 | 27.6 | 21.1 | 27.1 | 40.1 | 18.3 |
| TR | NA | -0.01 | -0.12 | -0.05 | -0.13 | -0.03 | NA | -0.03 | -0.2 | -0.52 | 0.01 | 0.21 | -0.27 | 0.24 | -0.01 | 0.02 | -0.05 | 0.38 | 0.25 | -0.12 | 0.13 | 0.26 | -0.49 | -0.38 |
| Alpha(%) | NA | -0.01 | -0.04 | -0.06 | -0.05 | -0.02 | NA | -0.02 | -0.05 | -0.11 | -0.02 | 0.01 | -0.05 | -0.01 | -0.02 | 0.03 | 0.01 | 0.04 | 0.01 | 0.01 | 0.02 | -0.02 | -0.04 | -0.07 |
| Beta(%) | NA | 0.88 | 0.88 | 0.81 | 0.85 | 0.85 | NA | 0.89 | 0.89 | 0.49 | 0.9 | 0.74 | 0.93 | 0.94 | 0.9 | 0.83 | 0.82 | 0.82 | 0.87 | 0.99 | 0.9 | 0.89 | 0.93 | 0.67 |
| RS | NA | 0.88 | 0.86 | 0.38 | 0.49 | 0.56 | NA | 0.74 | 0.87 | 0.04 | 0.89 | 0.74 | 0.77 | 0.59 | 0.82 | 0.82 | 0.69 | 0.75 | 0.88 | 0.93 | 0.85 | 0.93 | 0.94 | 0.68 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/02/2007
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Foreign Large Value Asset Class Trend Rankings |
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