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
MINEX (MAINSTAY INTERNATIONAL EQUITY FUND CLASS B) NA 76,808.91% 769.72% 287.42% 99.56% 61.97% 45.10%
Data as of 11/13/2023, Common starting date is 12/28/1995
More Performance Analytics Comparison
Name Start Date End Date
MINEX (MAINSTAY INTERNATIONAL EQUITY FUND CLASS B) 12/28/1995 11/13/2023
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 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995
Annualized Return (%) -1.98 76,808.91 769.72 287.42 99.56 61.97 45.10 77,699.50 -27.34 10.53 19.24 22.98 -12.81 30.68 -6.39 4.04 -4.27 13.54 17.65 -17.59 3.43 17.29 -26.45 3.55 29.58 6.23 16.00 31.10 -4.95 -16.26 -21.78 26.59 19.35 3.78 9.05 0.27
Sharpe Ratio NA 107.59 1.89 0.91 0.45 NA NA 289.00 -1.09 0.82 0.65 1.98 -1.00 3.98 -0.45 0.30 -0.42 1.22 1.18 -0.69 0.17 0.86 -0.87 0.04 2.38 0.45 1.36 2.56 -0.39 -1.23 -1.59 1.69 0.86 0.02 0.71 NA
Standard Deviation(%) NA 706.90 405.41 313.49 221.43 NA NA 759.90 26.35 12.76 29.25 10.89 14.10 7.59 14.53 13.49 10.26 11.12 15.09 25.56 19.51 19.99 31.26 13.09 11.11 9.07 11.09 11.90 15.73 15.31 16.23 13.85 18.60 11.95 7.71 0.00
Draw Down(%) NA 31.66 47.86 47.86 47.86 NA NA 31.66 35.40 10.33 32.46 6.42 20.40 3.16 12.27 12.97 14.57 8.39 13.18 28.90 20.12 22.93 38.83 9.16 10.76 7.14 8.70 13.17 16.93 27.28 27.33 9.62 24.27 11.89 6.55 0.00
Yield(%) 0.00 0.00 7.01 6.25 3.59 3.83 4.52 0.00 0.00 16.51 4.74 3.63 1.01 0.00 0.00 0.00 0.00 0.00 0.00 1.62 2.23 2.40 5.15 10.71 8.43 4.65 0.22 0.86 0.00 0.65 6.52 2.67 1.12 5.30 4.86 2.14
Data as of 11/13/2023, Common starting date is 12/28/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MINEX (MAINSTAY INTERNATIONAL EQUITY FUND CLASS B) -15.21%
Mar 2000 – Mar 2003
-6.14%
May 2007 – May 2012
-0.53%
Dec 2006 – Dec 2016
0.46%
Sep 2007 – Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MINEX (MAINSTAY INTERNATIONAL EQUITY FUND CLASS B) 808.91%
Oct 2020 – Oct 2023
289.87%
Oct 2018 – Oct 2023
99.95%
Sep 2013 – Sep 2023
62.03%
Oct 2008 – Oct 2023
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return