Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICSVX (MAINSTAY ICAP SELECT EQUITY FUND CLASS C) | NA | 13.55% | 2.15% | 8.01% | 3.06% | NA | NA | … | … |
Data as of 10/31/2017, Common starting date is 09/08/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICSVX (MAINSTAY ICAP SELECT EQUITY FUND CLASS C) | 09/08/2006 | 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 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.55 | 2.15 | 8.01 | 3.06 | NA | NA | … | … | 6.65 | 2.40 | -5.12 | 7.35 | 28.26 | 13.87 | -3.00 | 16.12 | 27.50 | -38.10 | 5.83 | 9.82 |
| Sharpe Ratio | NA | 2.19 | 0.14 | 0.60 | 0.13 | NA | NA | … | … | 1.65 | 0.14 | -0.31 | 0.62 | 2.53 | 1.02 | -0.13 | 0.85 | 0.97 | -0.93 | 0.17 | 4.84 |
| Standard Deviation(%) | NA | 5.94 | 13.85 | 13.02 | 21.48 | NA | NA | … | … | 4.52 | 15.89 | 16.59 | 11.88 | 11.18 | 13.64 | 23.59 | 18.78 | 28.19 | 41.62 | 16.28 | 6.60 |
| Draw Down(%) | NA | 2.67 | 22.42 | 22.42 | 55.37 | NA | NA | … | … | 2.67 | 14.54 | 15.86 | 9.15 | 5.27 | 12.58 | 22.59 | 14.62 | 26.24 | 48.78 | 9.57 | 1.92 |
| Yield(%) | 0.00 | 21.95 | 14.56 | 12.08 | 6.03 | 5.09 | 3.82 | … | … | 20.31 | 0.16 | 17.76 | 13.96 | 0.21 | 0.40 | 0.71 | 0.23 | 0.19 | 0.76 | 12.69 | 3.94 |
Data as of 10/31/2017, 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 |
|---|---|---|---|---|
| ICSVX (MAINSTAY ICAP SELECT EQUITY FUND CLASS C) |
-9.85%
Jun 2007 – Jun 2010 |
-2.93%
May 2007 – May 2012 |
3.27%
Sep 2007 – Sep 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICSVX (MAINSTAY ICAP SELECT EQUITY FUND CLASS C) |
23.43%
Feb 2009 – Feb 2012 |
20.21%
Feb 2009 – Feb 2014 |
4.40%
Feb 2007 – Feb 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart