Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICSZX (MAINSTAY ICAP SELECT EQUITY FUND CLASS R3) | NA | 13.91% | 2.61% | 8.54% | 3.62% | NA | NA | … | … |
Data as of 10/31/2017, Common starting date is 09/08/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICSZX (MAINSTAY ICAP SELECT EQUITY FUND CLASS R3) | 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 | 13.91 | 2.61 | 8.54 | 3.62 | NA | NA | … | … | 6.89 | 2.93 | -4.62 | 7.90 | 28.96 | 14.54 | -2.42 | 16.91 | 28.24 | -37.75 | 6.30 | 10.02 |
| Sharpe Ratio | NA | 2.27 | 0.17 | 0.64 | 0.16 | NA | NA | … | … | 1.73 | 0.17 | -0.28 | 0.66 | 2.58 | 1.07 | -0.10 | 0.89 | 1.00 | -0.93 | 0.20 | 4.95 |
| Standard Deviation(%) | NA | 5.89 | 13.84 | 13.02 | 21.48 | NA | NA | … | … | 4.48 | 15.89 | 16.58 | 11.87 | 11.20 | 13.64 | 23.60 | 18.82 | 28.17 | 41.62 | 16.28 | 6.61 |
| Draw Down(%) | NA | 2.61 | 22.16 | 22.16 | 55.05 | NA | NA | … | … | 2.61 | 14.50 | 15.73 | 9.13 | 5.21 | 12.49 | 22.39 | 14.50 | 26.18 | 48.51 | 9.54 | 1.92 |
| Yield(%) | 0.00 | 21.97 | 14.71 | 12.46 | 6.38 | 5.40 | 4.05 | … | … | 20.21 | 0.49 | 17.93 | 14.36 | 0.81 | 1.00 | 1.18 | 0.71 | 0.72 | 1.18 | 13.05 | 4.04 |
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 |
|---|---|---|---|---|
| ICSZX (MAINSTAY ICAP SELECT EQUITY FUND CLASS R3) |
-9.33%
Jun 2007 – Jun 2010 |
-2.35%
May 2007 – May 2012 |
3.83%
Sep 2007 – Sep 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICSZX (MAINSTAY ICAP SELECT EQUITY FUND CLASS R3) |
24.21%
Feb 2009 – Feb 2012 |
20.94%
Feb 2009 – Feb 2014 |
4.99%
Feb 2007 – Feb 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart