Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSRLX (MAINSTAY RETIREMENT 2050 FUND CLASS A) | NA | -28.77% | -6.22% | -2.34% | 3.80% | NA | NA | … | … |
Data as of 04/02/2020, Common starting date is 07/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSRLX (MAINSTAY RETIREMENT 2050 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 | -28.77 | -6.22 | -2.34 | 3.80 | NA | NA | … | … | 0.00 | -19.73 | -10.23 | 15.49 | 10.56 | -0.71 | 1.54 | 30.06 | 16.43 | -3.77 | 14.07 | 30.64 | -38.12 | 2.02 |
| Sharpe Ratio | NA | -0.89 | -0.34 | -0.16 | 0.20 | NA | NA | … | … | 0.00 | -0.62 | -0.81 | 1.81 | 0.74 | -0.06 | 0.13 | 2.73 | 1.32 | -0.16 | 0.81 | 1.28 | -1.10 | 0.09 |
| Standard Deviation(%) | NA | 33.69 | 21.70 | 18.88 | 17.42 | NA | NA | … | … | NA | 34.31 | 14.36 | 8.25 | 13.84 | 13.10 | 11.39 | 11.01 | 12.48 | 23.77 | 17.30 | 23.87 | 35.37 | 15.85 |
| Draw Down(%) | NA | 30.39 | 32.40 | 32.40 | 32.40 | NA | NA | … | … | 0.00 | 30.39 | 19.72 | 5.03 | 12.75 | 12.56 | 9.16 | 6.55 | 11.37 | 22.10 | 14.29 | 22.92 | 45.06 | 7.83 |
| Yield(%) | 0.00 | 0.00 | 5.64 | 5.08 | 5.69 | 3.39 | 2.54 | … | … | 0.00 | 0.00 | 10.21 | 6.12 | 5.04 | 4.26 | 3.85 | 5.35 | 2.68 | 7.43 | 2.03 | 1.30 | 1.62 | 0.82 |
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 |
|---|---|---|---|---|
| MSRLX (MAINSTAY RETIREMENT 2050 FUND CLASS A) |
-6.67%
Aug 2007 – Aug 2010 |
-2.45%
Feb 2015 – Feb 2020 |
3.96%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSRLX (MAINSTAY RETIREMENT 2050 FUND CLASS A) |
21.88%
Feb 2009 – Feb 2012 |
19.23%
Feb 2009 – Feb 2014 |
12.30%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart