Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MPRRX (MAINSTAY MAP EQUITY FUND CLASS R2) | NA | 6.33% | 7.78% | 11.60% | 9.71% | 13.39% | 8.48% | … | … |
Data as of 02/26/2024, Common starting date is 01/09/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MPRRX (MAINSTAY MAP EQUITY FUND CLASS R2) | 01/09/2004 | 02/26/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.56 | 6.33 | 7.78 | 11.60 | 9.71 | 13.39 | 8.48 | … | … | 1.38 | 5.78 | -4.96 | 28.22 | 13.20 | 31.21 | -7.24 | 22.31 | 8.15 | -3.31 | 8.56 | 30.62 | 15.84 | -2.35 | 15.17 | 29.82 | -37.27 | 5.56 | 16.08 | 8.58 | 13.61 |
| Sharpe Ratio | NA | 0.18 | 0.36 | 0.46 | 0.48 | NA | NA | … | … | 0.60 | 0.11 | -0.32 | 1.99 | 0.34 | 2.22 | -0.49 | 3.03 | 0.54 | -0.22 | 0.78 | 2.84 | 1.23 | -0.10 | 0.56 | 1.05 | -0.95 | 0.17 | 1.23 | 0.63 | 1.08 |
| Standard Deviation(%) | NA | 13.09 | 15.83 | 21.76 | 18.17 | NA | NA | … | … | 9.76 | 13.53 | 20.05 | 14.14 | 37.75 | 13.40 | 17.45 | 7.18 | 14.64 | 15.16 | 10.98 | 10.78 | 13.00 | 23.57 | 26.77 | 28.38 | 40.18 | 15.57 | 10.43 | 10.16 | 12.02 |
| Draw Down(%) | NA | 10.50 | 15.84 | 39.32 | 39.32 | NA | NA | … | … | 2.54 | 10.50 | 15.84 | 5.88 | 39.32 | 7.31 | 20.78 | 2.44 | 13.02 | 14.86 | 8.74 | 5.70 | 11.77 | 22.12 | 15.45 | 27.24 | 48.42 | 9.59 | 10.13 | 7.24 | 8.92 |
| Yield(%) | 0.00 | 1.36 | 19.43 | 16.96 | 12.26 | 20.84 | 10.59 | … | … | 0.00 | 1.37 | 5.14 | 57.45 | 3.88 | 10.03 | 9.73 | 12.06 | 2.37 | 16.17 | 9.87 | 3.66 | 1.07 | 1.06 | 0.84 | 0.87 | 0.78 | 12.87 | 8.95 | 6.38 | 4.31 |
Data as of 02/26/2024, Common starting date is 01/09/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPRRX (MAINSTAY MAP EQUITY FUND CLASS R2) |
-15.32%
Feb 2006 – Feb 2009 |
-5.49%
Feb 2004 – Feb 2009 |
4.68%
Feb 2006 – Feb 2016 |
5.82%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPRRX (MAINSTAY MAP EQUITY FUND CLASS R2) |
24.96%
Feb 2009 – Feb 2012 |
21.80%
Feb 2009 – Feb 2014 |
14.47%
Feb 2009 – Feb 2019 |
12.50%
Jan 2009 – Jan 2024 |
Annualized Rolling Returns Comparison Chart