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MYRAX: MAINSTAY RETIREMENT 2010 FUND CLASS A (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2000-2010 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/03/2007 |
Last Dividend Date: | 12/31/2018 |
12-Mo. Yield | 0.00% |
Expenses | 1.13% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/03/2007 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | -1.6 | 1.3 | 4.4 | 3.3 | 0.0 | -2.8 | -5.0 | 4.8 | 10.1 | -0.9 | -1.2 | 13.7 | 16.5 | 1.2 | 11.0 | 21.1 | -22.0 | 3.3 |
Sharpe Ratio | NA | -0.91 | -0.22 | -0.01 | 0.44 | 0.27 | 0.0 | -0.38 | -1.0 | 0.74 | 1.39 | -0.17 | -0.15 | 1.51 | 2.06 | 0.09 | 1.19 | 1.64 | -1.12 | 0.43 |
Draw Down(%) | NA | 10.2 | 10.2 | 10.2 | 11.8 | 32.9 | 0.0 | 10.2 | 8.9 | 4.8 | 5.1 | 6.0 | 7.8 | 5.0 | 5.5 | 11.8 | 7.3 | 13.7 | 29.2 | 4.6 |
Standard Deviation(%) | NA | 10.9 | 7.6 | 7.4 | 8.4 | 10.3 | NA | 11.2 | 6.4 | 5.6 | 7.1 | 5.3 | 8.0 | 9.1 | 8.1 | 12.4 | 9.2 | 12.8 | 20.4 | 9.3 |
Treynor Ratio | NA | -2.37 | -0.05 | 0.0 | 0.04 | 0.03 | NA | -0.07 | -0.06 | 0.07 | 0.09 | -0.01 | -0.01 | 0.15 | 0.12 | 0.01 | 0.09 | 0.17 | -0.23 | 0.06 |
Alpha | NA | -0.04 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | -0.03 | 0.0 | 0.0 | 0.03 | 0.01 | -0.02 | 0.04 | 0.03 | -0.01 | 0.01 | 0.03 | -0.03 | 0.01 |
Beta | NA | 0.04 | 0.34 | 0.5 | 0.86 | 0.95 | 0.0 | 0.6 | 1.01 | 0.63 | 1.04 | 0.89 | 1.16 | 0.9 | 1.36 | 1.78 | 1.19 | 1.22 | 0.99 | 0.71 |
RSquared | NA | 0.0 | 0.07 | 0.14 | 0.27 | 0.33 | 0.0 | 0.04 | 0.61 | 0.1 | 0.41 | 0.66 | 0.25 | 0.18 | 0.43 | 0.75 | 0.5 | 0.63 | 0.32 | 0.18 |
Yield(%) | N/A | 0.0 | 5.8 | 5.1 | 5.8 | N/A | 0.0 | 0.0 | 7.8 | 10.2 | 5.0 | 4.3 | 4.5 | 7.2 | 5.8 | 7.9 | 4.2 | 2.5 | 2.1 | 0.6 |
Dividend Growth(%) | N/A | -100.0 | 27.8 | -5.9 | N/A | N/A | N/A | -100.0 | -23.2 | 105.8 | 10.5 | -3.7 | -35.5 | 32.6 | -31.2 | 99.5 | 99.5 | -8.0 | 271.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/03/2007
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