Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ICEUX (MAINSTAY EPOCH INTERNATIONAL CHOICE FUND CLASS I) | 12.97% | 5.14% | 10.86% | 8.43% | 3.48% | 5.25% | 4.84% | 6.02% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICEUX (MAINSTAY EPOCH INTERNATIONAL CHOICE FUND CLASS I) | 03/02/1998 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 03/02/1998.
AR inception is since 03/02/1998.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.24 | 5.14 | 10.86 | 8.43 | 3.48 | 5.25 | 4.84 | 6.02 | 12.97 | -4.21 | 19.68 | -16.04 | 6.60 | 7.86 | 23.64 | -13.59 | 25.60 | -2.10 | -4.60 | -5.80 | 20.73 | 16.78 | -9.07 | 5.74 | 27.84 | -38.41 | 11.29 | 24.31 | 19.20 | 27.49 | 41.82 | -18.36 | -8.96 | 1.59 | 22.03 | 11.90 |
| Sharpe Ratio | NA | -0.08 | 0.42 | 0.35 | 0.11 | NA | NA | 0.23 | 2.19 | -0.92 | 1.25 | -0.76 | 0.53 | 0.25 | 2.18 | -1.15 | 3.22 | -0.12 | -0.31 | -0.52 | 1.78 | 1.08 | -0.36 | 0.27 | 0.99 | -0.99 | 0.53 | 1.54 | 1.72 | 2.06 | 2.30 | -0.81 | -0.59 | -0.13 | 1.26 | 0.44 |
| Standard Deviation(%) | NA | 14.69 | 15.56 | 15.95 | 16.82 | NA | NA | 19.12 | 17.51 | 11.77 | 12.40 | 23.01 | 12.32 | 29.86 | 10.21 | 12.97 | 7.79 | 19.05 | 14.76 | 11.13 | 11.60 | 15.55 | 25.42 | 20.69 | 28.01 | 39.62 | 15.84 | 13.73 | 9.91 | 12.87 | 17.90 | 24.18 | 19.52 | 19.51 | 14.96 | 25.00 |
| Draw Down(%) | NA | 13.85 | 17.89 | 31.56 | 33.46 | NA | NA | 56.25 | 11.38 | 12.83 | 13.23 | 29.53 | 8.53 | 33.46 | 8.66 | 21.27 | 2.45 | 14.16 | 20.13 | 12.94 | 8.75 | 16.64 | 25.19 | 21.08 | 26.71 | 50.64 | 12.14 | 15.28 | 5.69 | 8.85 | 17.19 | 30.94 | 27.27 | 14.87 | 10.09 | 33.17 |
| Yield(%) | 0.00 | 1.56 | 1.78 | 2.01 | 1.84 | 2.48 | 3.51 | 4.84 | 0.00 | 1.62 | 1.98 | 1.06 | 2.67 | 0.74 | 3.33 | 1.65 | 1.66 | 3.50 | 1.50 | 3.05 | 1.19 | 2.28 | 1.88 | 1.71 | 2.48 | 2.49 | 13.28 | 5.14 | 10.16 | 2.48 | 2.37 | 1.34 | 1.38 | 14.23 | 6.72 | 4.77 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICEUX (MAINSTAY EPOCH INTERNATIONAL CHOICE FUND CLASS I) |
-12.97%
Feb 2006 - Feb 2009 |
-5.91%
May 2007 - May 2012 |
0.44%
Dec 2006 - Dec 2016 |
0.05%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICEUX (MAINSTAY EPOCH INTERNATIONAL CHOICE FUND CLASS I) |
35.89%
Mar 2003 - Mar 2006 |
27.27%
Sep 2002 - Sep 2007 |
11.33%
Mar 2003 - Mar 2013 |
9.36%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart