Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MAPRX (MAINSTAY MAP EQUITY FUND CLASS R1) | NA | 6.63% | 8.06% | 11.88% | 9.99% | 13.67% | 8.73% | 8.88% |
Data as of 02/26/2024, AR inception is 01/08/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MAPRX (MAINSTAY MAP EQUITY FUND CLASS R1) | 01/08/2004 | 02/26/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.58 | 6.63 | 8.06 | 11.88 | 9.99 | 13.67 | 8.73 | 8.88 | 1.41 | 6.04 | -4.68 | 28.51 | 13.48 | 31.56 | -6.99 | 22.60 | 8.45 | -3.07 | 8.84 | 30.93 | 16.09 | -2.09 | 15.47 | 30.11 | -37.19 | 5.84 | 16.33 | 8.82 | 13.64 |
| Sharpe Ratio | NA | 0.20 | 0.38 | 0.48 | 0.49 | NA | NA | 0.39 | 0.61 | 0.13 | -0.30 | 2.01 | 0.35 | 2.25 | -0.48 | 3.07 | 0.56 | -0.20 | 0.80 | 2.86 | 1.25 | -0.09 | 0.57 | 1.06 | -0.95 | 0.18 | 1.26 | 0.65 | 1.08 |
| Standard Deviation(%) | NA | 13.10 | 15.85 | 21.79 | 18.21 | NA | NA | 19.84 | 9.85 | 13.52 | 20.08 | 14.15 | 37.81 | 13.42 | 17.48 | 7.19 | 14.78 | 15.16 | 10.98 | 10.80 | 12.98 | 23.64 | 26.80 | 28.40 | 40.19 | 15.57 | 10.40 | 10.17 | 12.00 |
| Draw Down(%) | NA | 10.44 | 15.70 | 39.32 | 39.32 | NA | NA | 55.08 | 2.52 | 10.44 | 15.70 | 5.87 | 39.32 | 7.29 | 20.75 | 2.41 | 12.98 | 14.77 | 8.74 | 5.71 | 11.73 | 22.04 | 15.42 | 27.18 | 48.33 | 9.58 | 10.08 | 7.22 | 8.88 |
| Yield(%) | 0.00 | 1.60 | 19.57 | 17.18 | 12.48 | 21.32 | 10.86 | 11.16 | 0.00 | 1.62 | 5.44 | 57.56 | 4.12 | 10.31 | 9.98 | 12.33 | 2.64 | 16.42 | 10.13 | 3.94 | 1.35 | 1.32 | 1.10 | 1.51 | 1.00 | 13.03 | 9.14 | 6.47 | 4.26 |
Data as of 02/26/2024, AR inception is 01/08/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAPRX (MAINSTAY MAP EQUITY FUND CLASS R1) |
-15.13%
Feb 2006 - Feb 2009 |
-5.29%
Feb 2004 - Feb 2009 |
4.92%
Feb 2006 - Feb 2016 |
6.07%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAPRX (MAINSTAY MAP EQUITY FUND CLASS R1) |
25.24%
Feb 2009 - Feb 2012 |
22.08%
Feb 2009 - Feb 2014 |
14.75%
Feb 2009 - Feb 2019 |
12.78%
Jan 2009 - Jan 2024 |
Annualized Rolling Returns Comparison Chart