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MYRTX: MAINSTAY RETIREMENT 2020 FUND CLASS I (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2016-2020 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/02/2007 |
Last Dividend Date: | 12/31/2018 |
12-Mo. Yield | 0.00% |
Expenses | 0.12% |
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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 07/02/2007 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | -7.0 | -1.5 | 3.7 | 2.2 | 0.0 | -18.3 | -6.6 | 9.1 | 10.4 | -0.8 | 1.3 | 17.4 | 17.5 | -0.3 | 12.4 | 25.8 | -28.6 | 3.4 |
Sharpe Ratio | NA | -0.9 | -0.39 | -0.2 | 0.21 | 0.12 | 0.0 | -0.67 | -0.84 | 1.42 | 1.12 | -0.1 | 0.15 | 1.99 | 1.89 | -0.02 | 1.02 | 1.52 | -1.11 | 0.37 |
Draw Down(%) | NA | 26.0 | 26.3 | 26.3 | 26.3 | 40.2 | 0.0 | 26.0 | 12.5 | 4.5 | 7.9 | 8.3 | 7.3 | 5.5 | 7.4 | 15.4 | 9.7 | 17.1 | 35.6 | 5.8 |
Standard Deviation(%) | NA | 28.9 | 17.8 | 14.9 | 13.2 | 14.9 | NA | 29.2 | 9.4 | 6.0 | 9.1 | 8.2 | 8.2 | 8.7 | 9.3 | 16.1 | 12.1 | 16.9 | 26.4 | 11.3 |
Treynor Ratio | NA | -74.1 | -2.19 | -0.49 | 0.17 | 0.07 | NA | -22.46 | -0.44 | 0.1 | 0.11 | -0.01 | 0.01 | 0.2 | 0.18 | 0.0 | 0.16 | 0.36 | -0.58 | 0.1 |
Alpha | NA | -0.1 | -0.02 | -0.01 | 0.01 | 0.01 | 0.0 | -0.07 | -0.03 | -0.01 | 0.01 | 0.0 | -0.02 | 0.01 | 0.02 | 0.0 | 0.01 | 0.03 | -0.07 | 0.02 |
Beta | NA | 0.0 | 0.03 | 0.06 | 0.16 | 0.26 | 0.0 | 0.01 | 0.18 | 0.85 | 0.94 | 0.96 | 0.91 | 0.86 | 0.96 | 1.0 | 0.75 | 0.72 | 0.5 | 0.43 |
RSquared | NA | 0.0 | 0.0 | 0.02 | 0.08 | 0.14 | 0.0 | 0.0 | 0.18 | 0.27 | 0.67 | 0.96 | 0.51 | 0.49 | 0.72 | 0.89 | 0.59 | 0.66 | 0.29 | 0.27 |
Yield(%) | N/A | 0.0 | 6.4 | 5.5 | 6.0 | N/A | 0.0 | 0.0 | 9.7 | 10.0 | 4.7 | 4.4 | 4.1 | 5.4 | 5.5 | 7.6 | 4.2 | 2.4 | 1.9 | 0.6 |
Dividend Growth(%) | N/A | -100.0 | 50.6 | 19.8 | N/A | N/A | N/A | -100.0 | 1.0 | 119.1 | 0.0 | 9.3 | -17.3 | 8.3 | -33.3 | 94.6 | 117.6 | -10.5 | 216.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/02/2007
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