Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICEZX (MAINSTAY EPOCH INTERNATIONAL CHOICE FUND CLASS R3) | NA | 9.42% | 1.79% | 4.54% | 2.51% | 6.68% | NA | … | … |
Data as of 02/26/2024, Common starting date is 09/08/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICEZX (MAINSTAY EPOCH INTERNATIONAL CHOICE FUND CLASS R3) | 09/08/2006 | 02/26/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.12 | 9.42 | 1.79 | 4.54 | 2.51 | 6.68 | NA | … | … | -0.15 | 19.08 | -16.59 | 5.92 | 7.23 | 22.88 | -14.11 | 24.83 | -2.72 | -5.19 | -6.37 | 19.96 | 15.94 | -9.72 | 4.80 | 27.05 | -38.80 | 10.58 | 11.44 |
| Sharpe Ratio | NA | 0.57 | -0.02 | 0.16 | 0.09 | NA | NA | … | … | -0.44 | 1.21 | -0.78 | 0.48 | 0.23 | 2.10 | -1.19 | 3.12 | -0.15 | -0.35 | -0.58 | 1.72 | 1.03 | -0.38 | 0.23 | 0.96 | -1.00 | 0.48 | 5.34 |
| Standard Deviation(%) | NA | 11.96 | 16.60 | 19.11 | 16.62 | NA | NA | … | … | 10.51 | 12.39 | 23.06 | 12.33 | 29.85 | 10.24 | 12.96 | 7.78 | 19.09 | 14.78 | 11.10 | 11.60 | 15.57 | 25.43 | 20.69 | 28.02 | 39.66 | 15.82 | 7.22 |
| Draw Down(%) | NA | 13.38 | 32.00 | 33.51 | 33.51 | NA | NA | … | … | 2.99 | 13.38 | 29.86 | 8.57 | 33.51 | 8.71 | 21.71 | 2.47 | 14.23 | 20.30 | 13.10 | 8.82 | 16.76 | 25.42 | 21.38 | 26.80 | 50.91 | 12.19 | 1.21 |
| Yield(%) | 0.00 | 1.12 | 1.19 | 1.33 | 1.33 | 2.33 | 1.88 | … | … | 0.00 | 1.22 | 0.45 | 2.01 | 0.16 | 2.61 | 0.99 | 0.86 | 2.77 | 0.84 | 2.19 | 0.53 | 1.56 | 1.33 | 0.92 | 2.06 | 2.04 | 12.85 | 4.03 |
Data as of 02/26/2024, Common starting date is 09/08/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICEZX (MAINSTAY EPOCH INTERNATIONAL CHOICE FUND CLASS R3) |
-13.42%
Jun 2007 – Jun 2010 |
-6.56%
May 2007 – May 2012 |
-0.23%
Dec 2006 – Dec 2016 |
-0.60%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICEZX (MAINSTAY EPOCH INTERNATIONAL CHOICE FUND CLASS R3) |
18.58%
Feb 2009 – Feb 2012 |
15.82%
Feb 2009 – Feb 2014 |
7.78%
Feb 2009 – Feb 2019 |
5.89%
Jan 2009 – Jan 2024 |
Annualized Rolling Returns Comparison Chart