Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSRMX (MAINSTAY RETIREMENT 2050 FUND CLASS I) | NA | -28.56% | -5.99% | -2.10% | 4.06% | NA | NA | … | … |
Data as of 04/02/2020, Common starting date is 07/02/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSRMX (MAINSTAY RETIREMENT 2050 FUND CLASS I) | 07/02/2007 | 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 | -28.56 | -5.99 | -2.10 | 4.06 | NA | NA | … | … | 0.00 | -19.48 | -9.95 | 15.61 | 11.02 | -0.54 | 1.54 | 30.41 | 16.89 | -3.52 | 14.38 | 31.15 | -38.00 | 2.15 |
| Sharpe Ratio | NA | -0.89 | -0.33 | -0.15 | 0.21 | NA | NA | … | … | 0.00 | -0.61 | -0.78 | 1.79 | 0.78 | -0.04 | 0.13 | 2.74 | 1.35 | -0.15 | 0.82 | 1.30 | -1.10 | 0.11 |
| Standard Deviation(%) | NA | 33.49 | 21.62 | 18.83 | 17.39 | NA | NA | … | … | NA | 34.12 | 14.39 | 8.40 | 13.79 | 13.14 | 11.44 | 11.10 | 12.55 | 23.65 | 17.37 | 23.81 | 35.27 | 15.75 |
| Draw Down(%) | NA | 30.23 | 32.00 | 32.00 | 32.00 | NA | NA | … | … | 0.00 | 30.23 | 19.52 | 5.18 | 12.69 | 12.56 | 9.37 | 6.42 | 11.21 | 22.00 | 14.22 | 23.00 | 44.96 | 7.83 |
| Yield(%) | 0.00 | 0.00 | 5.79 | 5.25 | 5.94 | 3.56 | 2.67 | … | … | 0.00 | 0.00 | 10.38 | 6.42 | 5.24 | 4.50 | 4.04 | 5.65 | 2.95 | 7.62 | 2.26 | 1.52 | 1.64 | 0.95 |
Data as of 04/02/2020, Common starting date is 07/02/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSRMX (MAINSTAY RETIREMENT 2050 FUND CLASS I) |
-6.44%
Aug 2007 – Aug 2010 |
-2.19%
Feb 2015 – Feb 2020 |
4.21%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSRMX (MAINSTAY RETIREMENT 2050 FUND CLASS I) |
22.22%
Feb 2009 – Feb 2012 |
19.54%
Feb 2009 – Feb 2014 |
12.60%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart