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
MINNX (MAINSTAY INTERNATIONAL EQUITY FUND INVESTOR CLASS) NA -5.87% -12.41% -5.78% 0.03% 1.35% NA
Data as of 09/14/2023, Common starting date is 03/05/2008
More Performance Analytics Comparison
Name Start Date End Date
MINNX (MAINSTAY INTERNATIONAL EQUITY FUND INVESTOR CLASS) 03/05/2008 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
Annualized Return (%) -3.17 -5.87 -12.41 -5.78 0.03 1.35 NA -3.99 -26.79 -24.56 20.16 23.86 -12.12 31.56 -5.65 4.85 -3.24 14.37 18.55 -16.95 4.18 18.13 -19.44
Sharpe Ratio NA -0.34 -0.54 -0.28 -0.02 NA NA -0.72 -1.07 -0.77 0.68 2.08 -0.95 4.09 -0.40 0.36 -0.31 1.28 1.23 -0.66 0.21 0.90 -0.72
Standard Deviation(%) NA 18.85 23.95 23.29 18.44 NA NA 13.86 26.30 31.99 29.27 10.81 14.17 7.60 14.44 13.51 10.40 11.18 15.15 25.82 19.51 20.06 33.11
Draw Down(%) NA 14.32 44.91 44.91 44.91 NA NA 14.32 34.99 29.79 32.46 6.34 20.18 3.09 12.05 12.79 14.36 8.28 13.13 28.66 20.09 22.91 37.46
Yield(%) 0.00 0.00 6.59 4.92 3.39 3.31 2.20 0.00 0.00 14.29 4.16 3.22 0.91 0.23 0.00 0.00 0.69 0.00 0.58 2.25 2.80 2.95 6.00
Data as of 09/14/2023, Common starting date is 03/05/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MINNX (MAINSTAY INTERNATIONAL EQUITY FUND INVESTOR CLASS) -10.97%
Aug 2020 – Aug 2023
-4.93%
Aug 2018 – Aug 2023
0.82%
Sep 2012 – Sep 2022
0.88%
May 2008 – May 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MINNX (MAINSTAY INTERNATIONAL EQUITY FUND INVESTOR CLASS) 12.72%
Dec 2016 – Dec 2019
10.93%
Jan 2016 – Jan 2021
7.12%
Sep 2011 – Sep 2021
1.82%
Jul 2008 – Jul 2023
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return