Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRTFX (MAINSTAY RETIREMENT 2030 FUND INVESTOR CLASS) | NA | -38.03% | -11.23% | -5.60% | 1.64% | NA | NA | … | … |
Data as of 04/02/2020, Common starting date is 03/07/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRTFX (MAINSTAY RETIREMENT 2030 FUND INVESTOR CLASS) | 03/07/2008 | 04/02/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -38.03 | -11.23 | -5.60 | 1.64 | NA | NA | … | … | 0.00 | -31.53 | -8.47 | 12.05 | 10.60 | -1.12 | 1.45 | 23.76 | 16.77 | -2.59 | 13.07 | 29.19 | -28.93 |
| Sharpe Ratio | NA | -0.82 | -0.43 | -0.27 | 0.07 | NA | NA | … | … | 0.00 | -0.68 | -0.81 | 1.65 | 0.90 | -0.11 | 0.15 | 2.49 | 1.53 | -0.13 | 0.87 | 1.40 | -1.02 |
| Standard Deviation(%) | NA | 48.08 | 28.89 | 23.49 | 19.19 | NA | NA | … | … | NA | 48.36 | 12.06 | 6.94 | 11.44 | 10.84 | 9.75 | 9.54 | 10.99 | 20.16 | 15.00 | 20.72 | 34.18 |
| Draw Down(%) | NA | 39.19 | 40.29 | 40.29 | 40.29 | NA | NA | … | … | 0.00 | 39.19 | 16.10 | 4.61 | 10.36 | 10.86 | 8.19 | 5.93 | 9.71 | 19.40 | 12.36 | 20.29 | 40.32 |
| Yield(%) | 0.00 | 0.00 | 5.29 | 4.79 | 5.41 | 3.55 | 2.66 | … | … | 0.00 | 0.00 | 9.17 | 6.45 | 4.70 | 4.17 | 3.31 | 5.10 | 3.98 | 8.17 | 2.23 | 1.69 | 1.52 |
Data as of 04/02/2020, Common starting date is 03/07/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRTFX (MAINSTAY RETIREMENT 2030 FUND INVESTOR CLASS) |
-11.25%
Mar 2017 – Mar 2020 |
-5.68%
Feb 2015 – Feb 2020 |
1.78%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRTFX (MAINSTAY RETIREMENT 2030 FUND INVESTOR CLASS) |
20.25%
Feb 2009 – Feb 2012 |
17.41%
Feb 2009 – Feb 2014 |
11.04%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart