Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSOSX (MAINSTAY COMMON STOCK FUND CLASS R3) | NA | 19.36% | 11.84% | 28.48% | NA | NA | NA | … | … |
Data as of 02/26/2024, Common starting date is 03/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSOSX (MAINSTAY COMMON STOCK FUND CLASS R3) | 03/01/2016 | 02/26/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.02 | 19.36 | 11.84 | 28.48 | NA | NA | NA | … | … | 5.21 | 17.21 | -13.45 | 34.85 | 15.08 | 272.15 | -7.30 | 23.38 | 11.48 |
| Sharpe Ratio | NA | 1.16 | 0.59 | 1.02 | NA | NA | NA | … | … | 3.21 | 0.95 | -0.67 | 2.67 | 0.42 | 5.50 | -0.48 | 3.02 | 1.24 |
| Standard Deviation(%) | NA | 13.24 | 16.68 | 26.40 | NA | NA | NA | … | … | 11.34 | 13.82 | 22.14 | 13.05 | 34.82 | 49.19 | 18.03 | 7.56 | 10.98 |
| Draw Down(%) | NA | 10.48 | 21.48 | 34.06 | NA | NA | NA | … | … | 1.76 | 10.48 | 21.48 | 5.97 | 34.06 | 6.86 | 21.41 | 2.47 | 5.52 |
| Yield(%) | 0.00 | 0.46 | 4.89 | 16.55 | 16.89 | 11.26 | 8.45 | … | … | 0.00 | 0.47 | 3.23 | 10.80 | 0.55 | 114.48 | 11.05 | 0.86 | 1.04 |
Data as of 02/26/2024, Common starting date is 03/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSOSX (MAINSTAY COMMON STOCK FUND CLASS R3) |
10.14%
Sep 2019 – Sep 2022 |
33.95%
Jan 2019 – Jan 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSOSX (MAINSTAY COMMON STOCK FUND CLASS R3) |
79.41%
Dec 2018 – Dec 2021 |
46.08%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart