Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MAWNX (MAINSTAY EPOCH U.S. ALL CAP FUND INVESTOR CLASS) | NA | -64.98% | -31.79% | -16.06% | -4.67% | NA | NA | … | … |
Data as of 04/23/2021, Common starting date is 03/03/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MAWNX (MAINSTAY EPOCH U.S. ALL CAP FUND INVESTOR CLASS) | 03/03/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -50.91 | -64.98 | -31.79 | -16.06 | -4.67 | NA | NA | … | … | -75.41 | 9.67 | 30.80 | -11.32 | 22.16 | 8.57 | -2.94 | 12.81 | 35.14 | 10.38 | 0.05 | 15.39 | 34.34 | -37.56 |
| Sharpe Ratio | NA | -0.58 | -0.48 | -0.31 | -0.13 | NA | NA | … | … | -0.49 | 0.24 | 2.04 | -0.69 | 2.72 | 0.59 | -0.19 | 1.10 | 3.16 | 0.79 | 0.00 | 0.80 | 1.40 | -1.05 |
| Standard Deviation(%) | NA | 112.10 | 68.58 | 53.69 | 39.73 | NA | NA | … | … | 200.34 | 38.42 | 14.43 | 18.26 | 7.94 | 14.10 | 15.59 | 11.61 | 11.10 | 13.18 | 25.58 | 19.15 | 24.48 | 41.67 |
| Draw Down(%) | NA | 76.67 | 76.67 | 76.67 | 76.67 | NA | NA | … | … | 76.67 | 42.11 | 7.84 | 23.34 | 3.56 | 12.67 | 13.74 | 7.79 | 5.13 | 11.31 | 23.74 | 18.16 | 18.52 | 52.33 |
| Yield(%) | 0.00 | 0.11 | 6.67 | 8.58 | 8.70 | 6.14 | 4.60 | … | … | 0.00 | 0.08 | 14.47 | 7.78 | 15.67 | 4.48 | 11.91 | 10.46 | 8.86 | 12.64 | 4.02 | 0.14 | 0.13 | 0.00 |
Data as of 04/23/2021, Common starting date is 03/03/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAWNX (MAINSTAY EPOCH U.S. ALL CAP FUND INVESTOR CLASS) |
-17.42%
Feb 2018 – Feb 2021 |
-4.07%
Mar 2016 – Mar 2021 |
1.43%
Feb 2011 – Feb 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAWNX (MAINSTAY EPOCH U.S. ALL CAP FUND INVESTOR CLASS) |
22.96%
Feb 2009 – Feb 2012 |
20.29%
Feb 2009 – Feb 2014 |
13.79%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart