Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MAAAX (MAINSTAY EPOCH U.S. ALL CAP FUND CLASS A) | NA | -67.18% | -33.13% | -16.96% | -5.00% | -2.97% | NA | … | … |
Data as of 04/23/2021, Common starting date is 01/13/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MAAAX (MAINSTAY EPOCH U.S. ALL CAP FUND CLASS A) | 01/13/2004 | 04/23/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -49.39 | -67.18 | -33.13 | -16.96 | -5.00 | -2.97 | NA | … | … | -77.00 | 10.00 | 31.10 | -11.04 | 22.39 | 8.93 | -2.63 | 13.22 | 35.70 | 10.93 | 0.48 | 15.78 | 34.98 | -44.14 | 14.58 | 4.10 | 14.75 | 5.48 |
| Sharpe Ratio | NA | -0.57 | -0.47 | -0.32 | -0.13 | NA | NA | … | … | -0.47 | 0.25 | 2.06 | -0.68 | 2.78 | 0.62 | -0.17 | 1.14 | 3.20 | 0.83 | 0.02 | 0.82 | 1.42 | -1.15 | 0.67 | 0.06 | 0.88 | 0.35 |
| Standard Deviation(%) | NA | 117.89 | 71.74 | 56.11 | 41.37 | NA | NA | … | … | 210.97 | 38.46 | 14.41 | 18.24 | 7.87 | 14.10 | 15.57 | 11.59 | 11.16 | 13.15 | 25.59 | 19.14 | 24.54 | 39.21 | 17.25 | 14.53 | 14.34 | 13.30 |
| Draw Down(%) | NA | 78.18 | 78.18 | 78.18 | 78.18 | NA | NA | … | … | 78.18 | 42.06 | 7.83 | 23.12 | 3.53 | 12.65 | 13.65 | 7.79 | 5.07 | 11.25 | 23.57 | 18.16 | 18.49 | 53.34 | 11.68 | 14.07 | 10.42 | 14.77 |
| Yield(%) | 0.00 | 0.11 | 6.67 | 8.60 | 8.88 | 6.39 | 6.22 | … | … | 0.00 | 0.08 | 14.42 | 7.83 | 15.42 | 4.73 | 12.07 | 10.68 | 9.22 | 13.02 | 4.37 | 0.25 | 0.34 | 0.00 | 9.31 | 0.00 | 0.00 | 0.00 |
Data as of 04/23/2021, Common starting date is 01/13/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAAAX (MAINSTAY EPOCH U.S. ALL CAP FUND CLASS A) |
-19.86%
Feb 2018 – Feb 2021 |
-6.17%
Feb 2004 – Feb 2009 |
0.78%
Feb 2011 – Feb 2021 |
1.08%
Feb 2006 – Feb 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAAAX (MAINSTAY EPOCH U.S. ALL CAP FUND CLASS A) |
23.49%
Feb 2009 – Feb 2012 |
20.81%
Feb 2009 – Feb 2014 |
14.20%
Feb 2009 – Feb 2019 |
8.18%
Jul 2004 – Jul 2019 |
Annualized Rolling Returns Comparison Chart