Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CURZX (MAINSTAY CUSHING ENERGY INCOME FUND CLASS I) | NA | -37.71% | -20.49% | -7.02% | NA | NA | NA | … | … |
Data as of 12/17/2020, Common starting date is 07/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CURZX (MAINSTAY CUSHING ENERGY INCOME FUND CLASS I) | 07/03/2012 | 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 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -37.71 | -20.49 | -7.02 | NA | NA | NA | … | … | -39.95 | 2.34 | -21.06 | -0.69 | 32.77 | -56.43 | -40.23 | 6.59 | -2.87 |
| Sharpe Ratio | NA | -0.81 | -0.66 | -0.27 | NA | NA | NA | … | … | -0.86 | 0.05 | -1.07 | -0.09 | 1.12 | -1.67 | -1.56 | 0.84 | -0.84 |
| Standard Deviation(%) | NA | 46.84 | 31.89 | 28.95 | NA | NA | NA | … | … | 47.63 | 20.27 | 20.97 | 15.28 | 29.05 | 33.76 | 25.72 | 7.78 | 6.95 |
| Draw Down(%) | NA | 64.33 | 73.20 | 73.20 | NA | NA | NA | … | … | 64.33 | 23.18 | 33.06 | 18.58 | 23.19 | 61.74 | 49.16 | 7.22 | 7.45 |
| Yield(%) | 0.00 | 6.24 | 4.69 | 6.47 | 2.80 | 1.86 | 1.40 | … | … | 6.00 | 5.36 | 4.99 | 4.41 | 8.90 | 7.49 | 8.60 | 8.29 | 2.00 |
Data as of 12/17/2020, Common starting date is 07/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CURZX (MAINSTAY CUSHING ENERGY INCOME FUND CLASS I) |
-38.35%
Feb 2013 – Feb 2016 |
-25.04%
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 |
|---|---|---|---|---|
| CURZX (MAINSTAY CUSHING ENERGY INCOME FUND CLASS I) |
10.06%
Feb 2016 – Feb 2019 |
-12.53%
Nov 2015 – Nov 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart