Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSIIX (MAINSTAY INTERNATIONAL EQUITY FUND CLASS I) | NA | 2.17% | -18.22% | -9.33% | -1.61% | 0.42% | NA | … | … |
Data as of 09/14/2023, Common starting date is 01/08/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSIIX (MAINSTAY INTERNATIONAL EQUITY FUND CLASS I) | 01/08/2004 | 09/14/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.02 | 2.17 | -18.22 | -9.33 | -1.61 | 0.42 | NA | … | … | -3.36 | -25.88 | -43.86 | 20.96 | 24.87 | -11.62 | 32.34 | -5.08 | 5.44 | -2.96 | 15.01 | 19.29 | -16.54 | 4.78 | 18.90 | -25.38 | 4.92 | 31.24 | 7.57 | 15.06 |
| Sharpe Ratio | NA | -0.27 | -0.55 | -0.35 | -0.11 | NA | NA | … | … | -0.66 | -1.04 | -0.74 | 0.71 | 2.17 | -0.92 | 4.22 | -0.36 | 0.40 | -0.29 | 1.35 | 1.28 | -0.64 | 0.24 | 0.94 | -0.84 | 0.15 | 2.53 | 0.60 | 1.31 |
| Standard Deviation(%) | NA | 18.90 | 37.27 | 32.12 | 24.17 | NA | NA | … | … | 13.87 | 26.32 | 58.94 | 29.20 | 10.81 | 14.15 | 7.55 | 14.53 | 13.54 | 10.32 | 11.13 | 15.14 | 25.95 | 19.48 | 20.02 | 31.33 | 13.09 | 11.09 | 9.04 | 11.06 |
| Draw Down(%) | NA | 13.86 | 58.78 | 58.78 | 58.78 | NA | NA | … | … | 13.86 | 34.64 | 47.76 | 32.36 | 6.19 | 19.96 | 3.06 | 11.98 | 12.70 | 14.25 | 8.24 | 12.99 | 28.51 | 20.00 | 22.78 | 38.07 | 9.07 | 10.63 | 6.89 | 8.37 |
| Yield(%) | 0.00 | 0.69 | 6.84 | 5.25 | 3.86 | 3.80 | 4.81 | … | … | 0.13 | 0.41 | 14.41 | 4.24 | 4.01 | 0.95 | 1.00 | 0.53 | 0.31 | 0.95 | 0.50 | 1.26 | 2.72 | 3.31 | 3.53 | 6.03 | 10.96 | 9.12 | 5.31 | 1.12 |
Data as of 09/14/2023, Common starting date is 01/08/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSIIX (MAINSTAY INTERNATIONAL EQUITY FUND CLASS I) |
-18.78%
Aug 2020 – Aug 2023 |
-9.77%
Aug 2018 – Aug 2023 |
-1.59%
Sep 2012 – Sep 2022 |
-1.82%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSIIX (MAINSTAY INTERNATIONAL EQUITY FUND CLASS I) |
21.12%
May 2004 – May 2007 |
11.66%
Jan 2016 – Jan 2021 |
7.56%
Feb 2009 – Feb 2019 |
6.34%
Dec 2005 – Dec 2020 |
Annualized Rolling Returns Comparison Chart