Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MAWBX (MAINSTAY EPOCH U.S. ALL CAP FUND CLASS B) | NA | -77.68% | -41.58% | -23.75% | -9.47% | -6.37% | NA | … | … |
Data as of 04/23/2021, Common starting date is 01/13/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MAWBX (MAINSTAY EPOCH U.S. ALL CAP FUND CLASS B) | 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 (%) | -62.91 | -77.68 | -41.58 | -23.75 | -9.47 | -6.37 | NA | … | … | -84.25 | 8.91 | 29.86 | -11.97 | 21.16 | 7.77 | -3.62 | 11.95 | 34.17 | 9.55 | -0.73 | 14.40 | 33.35 | -44.74 | 13.71 | 3.33 | 13.92 | 4.70 |
| Sharpe Ratio | NA | -0.54 | -0.50 | -0.37 | -0.20 | NA | NA | … | … | -0.39 | 0.22 | 1.98 | -0.73 | 2.61 | 0.53 | -0.23 | 1.03 | 3.06 | 0.73 | -0.03 | 0.75 | 1.36 | -1.16 | 0.62 | 0.00 | 0.82 | 0.29 |
| Standard Deviation(%) | NA | 142.65 | 85.41 | 66.62 | 48.54 | NA | NA | … | … | 256.13 | 38.44 | 14.40 | 18.25 | 7.90 | 14.12 | 15.57 | 11.64 | 11.14 | 13.15 | 25.58 | 19.18 | 24.48 | 39.19 | 17.26 | 14.51 | 14.34 | 13.30 |
| Draw Down(%) | NA | 85.06 | 85.06 | 85.06 | 85.06 | NA | NA | … | … | 85.06 | 42.16 | 7.87 | 23.84 | 3.65 | 12.74 | 13.89 | 7.85 | 5.20 | 11.44 | 23.96 | 18.35 | 18.54 | 53.80 | 11.77 | 14.23 | 10.46 | 15.05 |
| Yield(%) | 0.00 | 0.14 | 7.60 | 9.39 | 8.90 | 6.10 | 5.84 | … | … | 0.00 | 0.10 | 16.81 | 8.83 | 17.70 | 4.21 | 12.52 | 10.91 | 9.20 | 12.96 | 4.25 | 0.00 | 0.14 | 0.00 | 9.53 | 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 |
|---|---|---|---|---|
| MAWBX (MAINSTAY EPOCH U.S. ALL CAP FUND CLASS B) |
-22.36%
Feb 2018 – Feb 2021 |
-7.84%
Mar 2016 – Mar 2021 |
-0.94%
Feb 2011 – Feb 2021 |
-0.42%
Feb 2006 – Feb 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAWBX (MAINSTAY EPOCH U.S. ALL CAP FUND CLASS B) |
21.97%
Feb 2009 – Feb 2012 |
19.35%
Feb 2009 – Feb 2014 |
12.92%
Feb 2009 – Feb 2019 |
7.08%
Jul 2004 – Jul 2019 |
Annualized Rolling Returns Comparison Chart