Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICSOX (MAINSTAY ICAP SELECT EQUITY FUND INVESTOR CLASS) | NA | 13.99% | 2.80% | 8.75% | NA | NA | NA | … | … |
Data as of 10/31/2017, Common starting date is 05/01/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICSOX (MAINSTAY ICAP SELECT EQUITY FUND INVESTOR CLASS) | 05/01/2008 | 10/31/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.99 | 2.80 | 8.75 | NA | NA | NA | … | … | 6.94 | 3.16 | -4.41 | 8.15 | 29.23 | 14.74 | -2.28 | 17.07 | 27.39 | -36.65 |
| Sharpe Ratio | NA | 2.28 | 0.18 | 0.66 | NA | NA | NA | … | … | 1.74 | 0.19 | -0.27 | 0.68 | 2.61 | 1.09 | -0.10 | 0.90 | 0.97 | -1.03 |
| Standard Deviation(%) | NA | 5.91 | 13.83 | 13.01 | NA | NA | NA | … | … | 4.49 | 15.89 | 16.56 | 11.88 | 11.19 | 13.63 | 23.61 | 18.77 | 28.19 | 48.46 |
| Draw Down(%) | NA | 2.60 | 22.06 | 22.06 | NA | NA | NA | … | … | 2.60 | 14.48 | 15.69 | 9.11 | 5.20 | 12.44 | 22.32 | 14.47 | 26.20 | 47.97 |
| Yield(%) | 0.00 | 22.10 | 14.86 | 12.69 | 6.60 | 4.40 | 3.30 | … | … | 20.28 | 0.77 | 18.13 | 14.60 | 1.03 | 1.17 | 1.31 | 0.80 | 0.00 | 0.00 |
Data as of 10/31/2017, Common starting date is 05/01/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICSOX (MAINSTAY ICAP SELECT EQUITY FUND INVESTOR CLASS) |
-0.07%
Aug 2008 – Aug 2011 |
5.29%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICSOX (MAINSTAY ICAP SELECT EQUITY FUND INVESTOR CLASS) |
24.03%
Feb 2009 – Feb 2012 |
20.92%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart