Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MIFDX (MainStay MacKay International Equity Fund Class R6) NA 8.92% 0.38% NA NA NA NA
Data as of 09/14/2023, Common starting date is 03/01/2019
More Performance Analytics Comparison
Name Start Date End Date
MIFDX (MainStay MacKay International Equity Fund Class R6) 03/01/2019 09/14/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023 2022 2021 2020 2019
Annualized Return (%) -0.57 8.92 0.38 NA NA NA NA -3.45 -25.83 -2.62 16.62 10.50
Sharpe Ratio NA -0.28 -0.23 NA NA NA NA -0.67 -1.04 -0.13 0.55 1.13
Standard Deviation(%) NA 18.86 19.03 NA NA NA NA 13.88 26.30 19.60 29.67 10.01
Draw Down(%) NA 13.93 38.27 NA NA NA NA 13.93 34.61 21.80 32.40 6.19
Yield(%) 0.00 0.93 6.90 5.58 2.79 1.86 1.39 0.35 0.42 14.42 4.23 3.59
Data as of 09/14/2023, Common starting date is 03/01/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MIFDX (MainStay MacKay International Equity Fund Class R6) -2.39%
Aug 2020 – Aug 2023
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MIFDX (MainStay MacKay International Equity Fund Class R6) 10.41%
Mar 2020 – Mar 2023
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return