Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MIERX (MAINSTAY INTERNATIONAL EQUITY FUND CLASS R1) | NA | -2.75% | -19.23% | -10.07% | -2.06% | 0.09% | NA | 1.82% |
Data as of 09/14/2023, AR inception is 01/08/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIERX (MAINSTAY INTERNATIONAL EQUITY FUND CLASS R1) | 01/08/2004 | 09/14/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.72 | -2.75 | -19.23 | -10.07 | -2.06 | 0.09 | NA | 1.82 | -3.63 | -26.18 | -34.37 | 20.75 | 24.60 | -11.73 | 32.31 | -5.21 | 5.35 | -3.08 | 14.94 | 19.14 | -16.64 | 4.71 | 18.71 | -25.40 | 4.85 | 31.12 | 7.21 | 14.79 |
| Sharpe Ratio | NA | -0.30 | -0.56 | -0.35 | -0.11 | NA | NA | 0.04 | -0.68 | -1.05 | -0.62 | 0.70 | 2.13 | -0.92 | 4.19 | -0.37 | 0.39 | -0.30 | 1.34 | 1.27 | -0.64 | 0.24 | 0.93 | -0.84 | 0.14 | 2.52 | 0.56 | 1.28 |
| Standard Deviation(%) | NA | 18.89 | 36.48 | 31.58 | 23.81 | NA | NA | 21.29 | 13.89 | 26.34 | 55.57 | 29.23 | 10.88 | 14.13 | 7.59 | 14.46 | 13.59 | 10.32 | 11.13 | 15.14 | 25.99 | 19.42 | 20.00 | 31.24 | 13.13 | 11.10 | 9.02 | 11.06 |
| Draw Down(%) | NA | 14.11 | 58.25 | 58.25 | 58.25 | NA | NA | 58.25 | 14.11 | 34.73 | 44.73 | 32.38 | 6.23 | 20.01 | 3.08 | 11.98 | 12.64 | 14.27 | 8.21 | 13.07 | 28.60 | 20.05 | 22.81 | 38.14 | 9.06 | 10.61 | 6.96 | 8.46 |
| Yield(%) | 0.00 | 0.33 | 6.67 | 5.08 | 3.69 | 3.66 | 4.65 | 4.90 | 0.00 | 0.24 | 14.30 | 4.12 | 3.70 | 0.91 | 0.88 | 0.43 | 0.19 | 0.85 | 0.35 | 1.11 | 2.64 | 3.23 | 3.47 | 5.97 | 10.91 | 9.05 | 5.25 | 1.02 |
Data as of 09/14/2023, 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 |
|---|---|---|---|---|
| MIERX (MAINSTAY INTERNATIONAL EQUITY FUND CLASS R1) |
-18.56%
Aug 2020 - Aug 2023 |
-9.69%
Aug 2018 - Aug 2023 |
-1.56%
Sep 2012 - Sep 2022 |
-1.84%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIERX (MAINSTAY INTERNATIONAL EQUITY FUND CLASS R1) |
20.95%
May 2004 - May 2007 |
11.50%
Jan 2016 - Jan 2021 |
7.45%
Feb 2009 - Feb 2019 |
6.23%
Dec 2005 - Dec 2020 |
Annualized Rolling Returns Comparison Chart