Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRTTX (MAINSTAY RETIREMENT 2030 FUND CLASS A) | NA | -38.23% | -11.25% | -5.58% | 1.70% | NA | NA | … | … |
Data as of 04/02/2020, Common starting date is 07/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRTTX (MAINSTAY RETIREMENT 2030 FUND CLASS A) | 07/03/2007 | 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 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -38.23 | -11.25 | -5.58 | 1.70 | NA | NA | … | … | 0.00 | -31.74 | -8.31 | 11.98 | 10.80 | -0.96 | 1.58 | 23.75 | 16.98 | -2.39 | 13.21 | 28.80 | -34.23 | 2.41 |
| Sharpe Ratio | NA | -0.81 | -0.43 | -0.27 | 0.07 | NA | NA | … | … | 0.00 | -0.68 | -0.80 | 1.62 | 0.92 | -0.09 | 0.16 | 2.47 | 1.54 | -0.12 | 0.88 | 1.39 | -1.10 | 0.16 |
| Standard Deviation(%) | NA | 48.40 | 29.05 | 23.62 | 19.27 | NA | NA | … | … | NA | 48.67 | 12.00 | 7.04 | 11.50 | 10.79 | 9.71 | 9.60 | 11.06 | 20.21 | 14.94 | 20.64 | 31.78 | 13.74 |
| Draw Down(%) | NA | 39.34 | 40.38 | 40.38 | 40.38 | NA | NA | … | … | 0.00 | 39.34 | 15.99 | 4.70 | 10.37 | 10.78 | 8.20 | 6.03 | 9.63 | 19.34 | 12.27 | 20.35 | 40.99 | 6.98 |
| Yield(%) | 0.00 | 0.00 | 5.43 | 4.91 | 5.54 | 3.47 | 2.60 | … | … | 0.00 | 0.00 | 9.29 | 6.78 | 4.80 | 4.25 | 3.45 | 5.18 | 4.04 | 8.30 | 2.32 | 1.77 | 1.65 | 0.91 |
Data as of 04/02/2020, Common starting date is 07/03/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRTTX (MAINSTAY RETIREMENT 2030 FUND CLASS A) |
-11.28%
Mar 2017 – Mar 2020 |
-5.65%
Feb 2015 – Feb 2020 |
1.83%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRTTX (MAINSTAY RETIREMENT 2030 FUND CLASS A) |
20.41%
Feb 2009 – Feb 2012 |
17.54%
Feb 2009 – Feb 2014 |
11.16%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart