Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MSOIX (MAINSTAY COMMON STOCK FUND CLASS I) | 3.40% | 4.19% | 10.59% | 10.35% | 9.53% | 11.86% | 8.39% | 8.70% |
Data as of 07/15/2025, AR inception is 01/06/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSOIX (MAINSTAY COMMON STOCK FUND CLASS I) | 01/06/2005 | 07/15/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.71 | 4.19 | 10.59 | 10.35 | 9.53 | 11.86 | 8.39 | 8.70 | 3.40 | 11.00 | 17.77 | -16.02 | 24.38 | 15.81 | 25.07 | -6.75 | 24.15 | 7.86 | 0.86 | 14.27 | 36.59 | 16.75 | 0.56 | 11.44 | 20.72 | -37.09 | 4.59 | 16.22 | 9.35 |
| Sharpe Ratio | NA | 0.24 | 0.48 | 0.53 | 0.46 | NA | NA | 0.38 | 0.34 | 0.36 | 0.98 | -0.79 | 1.69 | 0.44 | 1.85 | -0.45 | 3.11 | 0.57 | 0.05 | 1.19 | 3.15 | 1.28 | 0.02 | 0.61 | 0.79 | -0.92 | 0.10 | 1.23 | 0.67 |
| Standard Deviation(%) | NA | 16.66 | 16.04 | 16.61 | 18.28 | NA | NA | 19.34 | 19.18 | 12.21 | 13.88 | 22.20 | 14.38 | 34.86 | 12.82 | 18.05 | 7.58 | 13.48 | 15.81 | 11.99 | 11.61 | 13.13 | 23.63 | 18.49 | 25.96 | 41.28 | 16.68 | 10.61 | 10.88 |
| Draw Down(%) | NA | 14.29 | 16.26 | 25.73 | 34.00 | NA | NA | 54.72 | 10.79 | 9.66 | 10.32 | 21.21 | 10.17 | 34.00 | 7.87 | 21.33 | 2.42 | 11.55 | 11.82 | 8.82 | 5.51 | 10.49 | 19.58 | 16.13 | 26.16 | 48.18 | 10.99 | 8.40 | 7.47 |
| Yield(%) | 0.00 | 0.51 | 0.73 | 0.84 | 3.15 | 4.88 | 3.75 | 3.97 | 0.00 | 0.57 | 1.01 | 0.46 | 0.36 | 1.16 | 7.30 | 11.57 | 1.35 | 1.59 | 1.35 | 1.04 | 1.84 | 1.82 | 1.88 | 1.27 | 1.73 | 0.98 | 8.79 | 3.23 | 0.89 |
Data as of 07/15/2025, AR inception is 01/06/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSOIX (MAINSTAY COMMON STOCK FUND CLASS I) |
-15.29%
Feb 2006 - Feb 2009 |
-3.27%
May 2007 - May 2012 |
5.57%
Oct 2006 - Oct 2016 |
6.45%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSOIX (MAINSTAY COMMON STOCK FUND CLASS I) |
25.13%
Sep 2011 - Sep 2014 |
21.52%
Feb 2009 - Feb 2014 |
16.04%
Sep 2011 - Sep 2021 |
13.99%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart