Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICSQX (MAINSTAY ICAP SELECT EQUITY FUND CLASS B) | NA | 13.58% | 2.16% | 8.02% | NA | NA | NA | … | … |
Data as of 10/31/2017, Common starting date is 11/13/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICSQX (MAINSTAY ICAP SELECT EQUITY FUND CLASS B) | 11/13/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.58 | 2.16 | 8.02 | NA | NA | NA | … | … | 6.68 | 2.37 | -5.10 | 7.35 | 28.25 | 13.90 | -3.00 | 16.12 | 0.23 |
| Sharpe Ratio | NA | 2.22 | 0.14 | 0.60 | NA | NA | NA | … | … | 1.68 | 0.14 | -0.31 | 0.62 | 2.52 | 1.02 | -0.13 | 0.85 | 0.13 |
| Standard Deviation(%) | NA | 5.88 | 13.83 | 13.01 | NA | NA | NA | … | … | 4.46 | 15.86 | 16.58 | 11.88 | 11.19 | 13.64 | 23.58 | 18.82 | 14.24 |
| Draw Down(%) | NA | 2.67 | 22.43 | 22.43 | NA | NA | NA | … | … | 2.67 | 14.56 | 15.87 | 9.16 | 5.27 | 12.58 | 22.59 | 14.62 | 2.51 |
| Yield(%) | 0.00 | 21.95 | 14.56 | 12.08 | 7.58 | 5.05 | 3.79 | … | … | 20.30 | 0.16 | 17.76 | 13.95 | 0.21 | 0.40 | 0.71 | 0.22 | 0.00 |
Data as of 10/31/2017, Common starting date is 11/13/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICSQX (MAINSTAY ICAP SELECT EQUITY FUND CLASS B) |
1.05%
Oct 2013 – Oct 2016 |
4.51%
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 |
|---|---|---|---|---|
| ICSQX (MAINSTAY ICAP SELECT EQUITY FUND CLASS B) |
19.07%
Sep 2011 – Sep 2014 |
13.33%
Jun 2010 – Jun 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart