Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGHBX (MAINSTAY EMERGING MARKETS DEBT FUND CLASS B) | NA | 11.17% | -4.22% | -1.26% | 0.78% | 4.18% | 3.91% | … | … |
Data as of 02/21/2024, Common starting date is 08/28/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGHBX (MAINSTAY EMERGING MARKETS DEBT FUND CLASS B) | 08/28/1998 | 02/21/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.41 | 11.17 | -4.22 | -1.26 | 0.78 | 4.18 | 3.91 | … | … | -1.16 | 11.84 | -18.09 | -5.92 | 2.16 | 14.28 | -7.72 | 9.17 | 13.61 | -3.21 | -2.46 | -6.63 | 18.15 | 3.27 | 12.40 | 34.39 | -17.29 | 3.50 | 10.30 | 9.88 | 11.45 | 30.69 | 10.31 | 12.63 | 8.59 | 17.04 | 13.19 |
| Sharpe Ratio | NA | 0.99 | -0.89 | -0.31 | -0.03 | NA | NA | … | … | -2.09 | 1.02 | -2.14 | -1.44 | 0.13 | 3.01 | -2.06 | 2.53 | 2.12 | -0.57 | -0.42 | -1.14 | 5.09 | 0.48 | 1.22 | 6.07 | -1.50 | 0.11 | 1.35 | 1.54 | 1.35 | 4.52 | 1.15 | 1.09 | 0.60 | 1.34 | 1.78 |
| Standard Deviation(%) | NA | 6.92 | 7.28 | 9.04 | 7.40 | NA | NA | … | … | 5.59 | 7.48 | 9.14 | 4.13 | 15.17 | 4.27 | 4.39 | 3.39 | 6.32 | 5.73 | 5.86 | 5.85 | 3.58 | 6.74 | 10.13 | 5.65 | 12.12 | 4.80 | 5.22 | 4.99 | 7.81 | 6.63 | 8.00 | 9.61 | 7.55 | 10.28 | 22.94 |
| Draw Down(%) | NA | 7.09 | 30.42 | 31.44 | 31.44 | NA | NA | … | … | 1.99 | 7.09 | 26.61 | 7.21 | 27.53 | 3.04 | 10.15 | 1.86 | 6.68 | 7.92 | 14.24 | 12.16 | 4.27 | 8.41 | 10.36 | 3.69 | 32.48 | 7.42 | 6.52 | 5.56 | 12.50 | 8.47 | 12.74 | 9.18 | 8.88 | 10.54 | 10.23 |
| Yield(%) | 0.00 | 5.51 | 3.96 | 4.02 | 4.10 | 6.11 | 5.58 | … | … | 0.30 | 5.29 | 4.56 | 3.63 | 4.66 | 3.65 | 3.57 | 3.52 | 4.83 | 4.81 | 7.92 | 4.72 | 6.46 | 6.73 | 6.69 | 7.05 | 5.52 | 6.97 | 7.58 | 7.55 | 7.56 | 7.68 | 7.78 | 9.35 | 9.26 | 9.01 | 4.38 |
Data as of 02/21/2024, Common starting date is 08/28/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGHBX (MAINSTAY EMERGING MARKETS DEBT FUND CLASS B) |
-9.44%
Oct 2019 – Oct 2022 |
-5.19%
Oct 2017 – Oct 2022 |
-1.49%
Oct 2012 – Oct 2022 |
1.58%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGHBX (MAINSTAY EMERGING MARKETS DEBT FUND CLASS B) |
20.66%
Oct 2008 – Oct 2011 |
17.02%
Sep 1998 – Sep 2003 |
11.60%
Oct 2000 – Oct 2010 |
10.64%
Sep 1998 – Sep 2013 |
Annualized Rolling Returns Comparison Chart