Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ICEYX (MAINSTAY EPOCH INTERNATIONAL CHOICE FUND CLASS R2) | NA | 9.72% | 2.07% | 4.81% | 2.78% | 6.96% | NA | 3.14% |
Data as of 02/26/2024, AR inception is 09/08/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICEYX (MAINSTAY EPOCH INTERNATIONAL CHOICE FUND CLASS R2) | 09/08/2006 | 02/26/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.11 | 9.72 | 2.07 | 4.81 | 2.78 | 6.96 | NA | 3.14 | -0.10 | 19.37 | -16.33 | 6.20 | 7.48 | 23.22 | -13.90 | 25.15 | -2.41 | -4.96 | -6.14 | 20.28 | 16.24 | -9.50 | 5.05 | 27.35 | -38.63 | 10.93 | 11.56 |
| Sharpe Ratio | NA | 0.60 | 0.00 | 0.17 | 0.11 | NA | NA | 0.11 | -0.41 | 1.23 | -0.77 | 0.50 | 0.24 | 2.13 | -1.18 | 3.16 | -0.14 | -0.34 | -0.55 | 1.75 | 1.05 | -0.38 | 0.24 | 0.97 | -1.00 | 0.50 | 5.37 |
| Standard Deviation(%) | NA | 11.96 | 16.59 | 19.11 | 16.63 | NA | NA | 19.83 | 10.47 | 12.40 | 23.03 | 12.35 | 29.86 | 10.22 | 12.96 | 7.78 | 19.08 | 14.81 | 11.12 | 11.58 | 15.56 | 25.39 | 20.68 | 28.04 | 39.63 | 15.82 | 7.27 |
| Draw Down(%) | NA | 13.35 | 31.81 | 33.48 | 33.48 | NA | NA | 56.49 | 2.95 | 13.35 | 29.72 | 8.56 | 33.48 | 8.66 | 21.52 | 2.46 | 14.19 | 20.23 | 13.01 | 8.79 | 16.70 | 25.33 | 21.33 | 26.74 | 50.80 | 12.18 | 1.21 |
| Yield(%) | 0.00 | 1.42 | 1.47 | 1.63 | 1.60 | 2.78 | 2.08 | 2.45 | 0.00 | 1.54 | 0.73 | 2.29 | 0.38 | 2.90 | 1.26 | 1.20 | 3.09 | 1.12 | 2.46 | 0.80 | 1.81 | 1.45 | 1.13 | 2.14 | 2.22 | 13.03 | 4.12 |
Data as of 02/26/2024, AR inception is 09/08/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICEYX (MAINSTAY EPOCH INTERNATIONAL CHOICE FUND CLASS R2) |
-13.20%
Jun 2007 - Jun 2010 |
-6.32%
May 2007 - May 2012 |
0.03%
Dec 2006 - Dec 2016 |
-0.34%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICEYX (MAINSTAY EPOCH INTERNATIONAL CHOICE FUND CLASS R2) |
18.88%
Feb 2009 - Feb 2012 |
16.11%
Feb 2009 - Feb 2014 |
8.06%
Feb 2009 - Feb 2019 |
6.17%
Jan 2009 - Jan 2024 |
Annualized Rolling Returns Comparison Chart