Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRTUX (MAINSTAY RETIREMENT 2030 FUND CLASS R2) | NA | -38.03% | -11.26% | -5.62% | 1.62% | NA | NA | … | … |
Data as of 04/02/2020, Common starting date is 01/09/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRTUX (MAINSTAY RETIREMENT 2030 FUND CLASS R2) | 01/09/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -38.03 | -11.26 | -5.62 | 1.62 | NA | NA | … | … | 0.00 | -31.53 | -8.44 | 12.18 | 10.34 | -1.14 | 1.51 | 23.66 | 16.75 | -2.52 | 12.96 | 26.61 |
| Sharpe Ratio | NA | -0.82 | -0.43 | -0.27 | 0.07 | NA | NA | … | … | 0.00 | -0.68 | -0.81 | 1.71 | 0.89 | -0.11 | 0.15 | 2.44 | 1.54 | -0.13 | 0.86 | 1.33 |
| Standard Deviation(%) | NA | 48.08 | 28.88 | 23.46 | 19.18 | NA | NA | … | … | NA | 48.36 | 12.00 | 6.77 | 11.36 | 10.78 | 9.72 | 9.67 | 10.94 | 20.28 | 14.90 | 20.41 |
| Draw Down(%) | NA | 39.19 | 40.28 | 40.28 | 40.28 | NA | NA | … | … | 0.00 | 39.19 | 16.04 | 4.35 | 10.39 | 10.80 | 8.12 | 6.04 | 9.63 | 19.44 | 12.61 | 17.43 |
| Yield(%) | 0.00 | 0.00 | 5.24 | 4.72 | 5.36 | 4.77 | 3.58 | … | … | 0.00 | 0.00 | 9.05 | 6.46 | 4.42 | 4.16 | 3.37 | 5.07 | 3.93 | 8.17 | 2.21 | 0.00 |
Data as of 04/02/2020, Common starting date is 01/09/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRTUX (MAINSTAY RETIREMENT 2030 FUND CLASS R2) |
-11.29%
Mar 2017 – Mar 2020 |
-5.70%
Feb 2015 – Feb 2020 |
1.76%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRTUX (MAINSTAY RETIREMENT 2030 FUND CLASS R2) |
19.72%
Feb 2009 – Feb 2012 |
17.12%
Feb 2009 – Feb 2014 |
10.89%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart