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
MIFRX (MAINSTAY INTERNATIONAL EQUITY FUND CLASS R3) NA -5.85% -17.48% -9.10% -1.75% 0.21% NA
Data as of 09/14/2023, Common starting date is 05/05/2006
More Performance Analytics Comparison
Name Start Date End Date
MIFRX (MAINSTAY INTERNATIONAL EQUITY FUND CLASS R3) 05/05/2006 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 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006
Annualized Return (%) -3.15 -5.85 -17.48 -9.10 -1.75 0.21 NA -3.92 -26.81 -36.95 20.14 23.99 -12.17 31.59 -5.65 4.76 -3.28 14.36 18.28 -16.72 4.26 18.61 -25.41 4.28 12.59
Sharpe Ratio NA -0.34 -0.57 -0.35 -0.10 NA NA -0.71 -1.07 -0.78 0.68 2.08 -0.95 4.09 -0.40 0.35 -0.32 1.29 1.22 -0.65 0.21 0.92 -0.84 0.10 1.43
Standard Deviation(%) NA 18.87 31.39 28.11 21.53 NA NA 13.87 26.32 47.53 29.26 10.85 14.16 7.61 14.55 13.51 10.30 11.12 15.13 25.78 19.53 20.04 31.28 13.15 11.50
Draw Down(%) NA 14.31 53.94 53.94 53.94 NA NA 14.31 35.01 41.29 32.44 6.34 20.17 3.16 12.11 12.84 14.36 8.27 13.07 28.70 20.11 22.84 38.41 9.12 10.65
Yield(%) 0.00 0.00 6.59 4.92 3.38 2.33 1.41 0.00 0.00 14.28 4.16 3.21 0.91 0.28 0.00 0.00 0.57 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 09/14/2023, Common starting date is 05/05/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MIFRX (MAINSTAY INTERNATIONAL EQUITY FUND CLASS R3) -16.13%
Aug 2020 – Aug 2023
-8.27%
Aug 2018 – Aug 2023
-1.01%
Sep 2012 – Sep 2022
-1.54%
Sep 2007 – Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MIFRX (MAINSTAY INTERNATIONAL EQUITY FUND CLASS R3) 12.74%
Dec 2016 – Dec 2019
10.94%
Jan 2016 – Jan 2021
7.01%
Feb 2009 – Feb 2019
2.72%
Aug 2006 – Aug 2021
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return