Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRTOX (MAINSTAY RETIREMENT 2030 FUND CLASS R1) | NA | -0.28% | 4.23% | 4.08% | NA | NA | NA | … | … |
Data as of 04/02/2020, Common starting date is 08/25/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRTOX (MAINSTAY RETIREMENT 2030 FUND CLASS R1) | 08/25/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.28 | 4.23 | 4.08 | NA | NA | NA | … | … | 0.00 | -0.79 | -5.72 | 17.75 | 5.94 | -0.82 | 0.59 |
| Sharpe Ratio | NA | -0.42 | 0.03 | 0.14 | NA | NA | NA | … | … | 0.00 | -0.19 | -0.37 | 3.37 | 0.54 | -0.08 | 0.17 |
| Standard Deviation(%) | NA | 3.51 | 13.25 | 12.16 | NA | NA | NA | … | … | NA | 11.89 | 19.18 | 5.10 | 10.54 | 10.85 | 9.92 |
| Draw Down(%) | NA | 4.20 | 29.26 | 29.26 | NA | NA | NA | … | … | 0.00 | 11.06 | 20.46 | 1.78 | 10.40 | 10.70 | 6.78 |
| Yield(%) | 0.00 | 0.00 | 5.40 | 4.62 | 2.65 | 1.77 | 1.32 | … | … | 0.00 | 0.00 | 9.16 | 6.83 | 2.87 | 4.35 | 3.46 |
Data as of 04/02/2020, Common starting date is 08/25/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRTOX (MAINSTAY RETIREMENT 2030 FUND CLASS R1) |
4.20%
Mar 2017 – Mar 2020 |
4.00%
Feb 2015 – Feb 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRTOX (MAINSTAY RETIREMENT 2030 FUND CLASS R1) |
10.20%
Sep 2015 – Sep 2018 |
5.09%
Sep 2014 – Sep 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart