Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MOPBX (MAINSTAY COMMON STOCK FUND CLASS B) | NA | 12.81% | 8.03% | 8.41% | 8.34% | 10.40% | 7.29% | … | … |
Data as of 02/20/2025, Common starting date is 11/06/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MOPBX (MAINSTAY COMMON STOCK FUND CLASS B) | 11/06/1998 | 02/20/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.58 | 12.81 | 8.03 | 8.41 | 8.34 | 10.40 | 7.29 | … | … | 6.19 | 9.66 | 16.31 | -17.43 | 21.49 | 14.27 | 23.52 | -7.88 | 22.58 | 6.52 | -0.37 | 12.92 | 34.62 | 15.00 | -0.95 | 9.75 | 18.76 | -38.07 | 3.18 | 14.71 | 5.46 | 8.71 | 23.88 | -26.12 | -18.41 | -3.46 | 28.81 | 10.38 |
| Sharpe Ratio | NA | 0.52 | 0.21 | 0.28 | 0.37 | NA | NA | … | … | 4.48 | 0.25 | 0.88 | -0.85 | 1.44 | 0.40 | 1.73 | -0.51 | 2.91 | 0.47 | -0.02 | 1.08 | 2.98 | 1.15 | -0.04 | 0.52 | 0.72 | -0.94 | 0.01 | 1.09 | 0.30 | 0.68 | 1.48 | -1.20 | -1.08 | -0.34 | 1.56 | 5.71 |
| Standard Deviation(%) | NA | 12.25 | 16.50 | 21.32 | 18.00 | NA | NA | … | … | 11.88 | 12.19 | 13.89 | 22.24 | 14.91 | 34.81 | 12.79 | 18.05 | 7.57 | 13.53 | 15.84 | 11.99 | 11.61 | 13.15 | 23.38 | 18.47 | 26.06 | 41.31 | 16.63 | 10.57 | 10.92 | 11.42 | 15.65 | 22.75 | 19.47 | 22.24 | 16.43 | 16.28 |
| Draw Down(%) | NA | 11.04 | 18.75 | 33.82 | 34.10 | NA | NA | … | … | 1.76 | 9.76 | 10.59 | 21.84 | 11.15 | 34.10 | 7.95 | 21.53 | 2.53 | 11.67 | 12.02 | 8.90 | 5.68 | 10.82 | 20.14 | 16.43 | 26.45 | 48.94 | 11.04 | 8.54 | 7.69 | 8.64 | 11.80 | 31.14 | 29.69 | 15.73 | 11.05 | 3.57 |
| Yield(%) | 0.00 | 0.00 | 0.06 | 0.04 | 2.17 | 2.93 | 2.45 | … | … | 0.00 | 0.00 | 0.19 | 0.00 | 0.00 | 0.00 | 6.40 | 11.40 | 0.00 | 0.22 | 0.18 | 0.21 | 0.41 | 0.20 | 0.36 | 0.03 | 0.11 | 0.00 | 8.24 | 2.21 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.39 | 0.08 | 0.00 |
Data as of 02/20/2025, Common starting date is 11/06/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOPBX (MAINSTAY COMMON STOCK FUND CLASS B) |
-18.90%
Mar 2000 – Mar 2003 |
-7.63%
Feb 2004 – Feb 2009 |
-4.80%
Aug 2000 – Aug 2010 |
1.34%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOPBX (MAINSTAY COMMON STOCK FUND CLASS B) |
23.41%
Sep 2011 – Sep 2014 |
19.69%
Feb 2009 – Feb 2014 |
14.54%
Sep 2011 – Sep 2021 |
12.36%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart