Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICSWX (MAINSTAY ICAP SELECT EQUITY FUND CLASS R1) | NA | 14.24% | 3.11% | 9.11% | 4.15% | NA | NA | … | … |
Data as of 10/31/2017, Common starting date is 09/08/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICSWX (MAINSTAY ICAP SELECT EQUITY FUND CLASS R1) | 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 | 14.24 | 3.11 | 9.11 | 4.15 | NA | NA | … | … | 7.11 | 3.52 | -4.08 | 8.53 | 29.71 | 15.22 | -1.92 | 17.47 | 28.85 | -37.45 | 6.87 | 10.14 |
| Sharpe Ratio | NA | 2.33 | 0.21 | 0.69 | 0.18 | NA | NA | … | … | 1.79 | 0.21 | -0.25 | 0.72 | 2.66 | 1.12 | -0.08 | 0.93 | 1.02 | -0.92 | 0.24 | 5.00 |
| Standard Deviation(%) | NA | 5.89 | 13.84 | 13.01 | 21.47 | NA | NA | … | … | 4.48 | 15.89 | 16.57 | 11.88 | 11.17 | 13.64 | 23.61 | 18.76 | 28.17 | 41.63 | 16.28 | 6.63 |
| Draw Down(%) | NA | 2.56 | 21.90 | 21.90 | 54.76 | NA | NA | … | … | 2.56 | 14.45 | 15.63 | 9.08 | 5.17 | 12.38 | 22.22 | 14.44 | 26.14 | 48.29 | 9.50 | 1.89 |
| Yield(%) | 0.00 | 22.18 | 15.06 | 13.04 | 6.78 | 5.76 | 4.32 | … | … | 20.28 | 1.15 | 18.44 | 14.93 | 1.45 | 1.63 | 1.67 | 1.22 | 1.22 | 1.55 | 13.47 | 4.10 |
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 |
|---|---|---|---|---|
| ICSWX (MAINSTAY ICAP SELECT EQUITY FUND CLASS R1) |
-8.90%
Jun 2007 – Jun 2010 |
-1.87%
May 2007 – May 2012 |
4.37%
Sep 2007 – Sep 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICSWX (MAINSTAY ICAP SELECT EQUITY FUND CLASS R1) |
24.82%
Feb 2009 – Feb 2012 |
21.57%
Feb 2009 – Feb 2014 |
5.55%
Feb 2007 – Feb 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart