Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CURNX (MAINSTAY CUSHING ENERGY INCOME FUND INVESTOR CLASS) | NA | -37.76% | -20.68% | -7.30% | NA | NA | NA | … | … |
Data as of 12/17/2020, Common starting date is 07/16/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CURNX (MAINSTAY CUSHING ENERGY INCOME FUND INVESTOR CLASS) | 07/16/2014 | 12/17/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -37.76 | -20.68 | -7.30 | NA | NA | NA | … | … | -39.85 | 1.63 | -21.25 | -1.06 | 32.11 | -56.49 | -46.18 |
| Sharpe Ratio | NA | -0.81 | -0.67 | -0.28 | NA | NA | NA | … | … | -0.86 | 0.01 | -1.07 | -0.11 | 1.09 | -1.67 | -1.98 |
| Standard Deviation(%) | NA | 46.94 | 31.97 | 29.01 | NA | NA | NA | … | … | 47.74 | 20.33 | 21.04 | 15.34 | 29.06 | 33.80 | 37.24 |
| Draw Down(%) | NA | 64.30 | 73.26 | 73.26 | NA | NA | NA | … | … | 64.30 | 23.28 | 32.93 | 18.71 | 23.43 | 61.83 | 50.20 |
| Yield(%) | 0.00 | 6.25 | 4.49 | 6.22 | 1.21 | 0.81 | 0.60 | … | … | 6.02 | 5.01 | 4.68 | 4.14 | 8.81 | 7.55 | 2.07 |
Data as of 12/17/2020, Common starting date is 07/16/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CURNX (MAINSTAY CUSHING ENERGY INCOME FUND INVESTOR CLASS) |
-35.25%
Aug 2014 – Aug 2017 |
-25.35%
Aug 2014 – Aug 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CURNX (MAINSTAY CUSHING ENERGY INCOME FUND INVESTOR CLASS) |
9.54%
Feb 2016 – Feb 2019 |
-12.82%
Nov 2015 – Nov 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart