Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| APSDX (Mainstay Fiera SMID Growth Fund Class R6) | -3.93% | 2.04% | NA | NA | NA | NA | NA | 11.52% |
Data as of 06/04/2025, AR inception is 08/28/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APSDX (Mainstay Fiera SMID Growth Fund Class R6) | 08/28/2023 | 06/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.99 | 2.04 | NA | NA | NA | NA | NA | 11.52 | -3.93 | 2.83 | 7.10 |
| Sharpe Ratio | NA | -0.33 | NA | NA | NA | NA | NA | -0.07 | -0.55 | -0.22 | 0.95 |
| Standard Deviation(%) | NA | 24.02 | NA | NA | NA | NA | NA | 21.22 | 30.23 | 17.18 | 19.13 |
| Draw Down(%) | NA | 29.99 | NA | NA | NA | NA | NA | 29.99 | 25.90 | 12.04 | 12.27 |
| Yield(%) | 0.00 | 3.01 | 1.96 | 1.18 | 0.59 | 0.39 | 0.29 | 5.89 | 0.00 | 3.03 | 2.68 |
Data as of 06/04/2025, AR inception is 08/28/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APSDX (Mainstay Fiera SMID Growth Fund Class R6) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APSDX (Mainstay Fiera SMID Growth Fund Class R6) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart