Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSRPX (MAINSTAY RETIREMENT 2050 FUND CLASS R2) | NA | -28.57% | -6.16% | -2.33% | 3.76% | NA | NA | … | … |
Data as of 04/02/2020, Common starting date is 01/09/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSRPX (MAINSTAY RETIREMENT 2050 FUND CLASS R2) | 01/09/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -28.57 | -6.16 | -2.33 | 3.76 | NA | NA | … | … | 0.00 | -19.54 | -10.23 | 15.76 | 10.20 | -0.81 | 1.50 | 30.07 | 16.01 | -3.76 | 13.91 | 29.30 |
| Sharpe Ratio | NA | -0.89 | -0.34 | -0.16 | 0.20 | NA | NA | … | … | 0.00 | -0.62 | -0.80 | 1.87 | 0.71 | -0.06 | 0.13 | 2.73 | 1.29 | -0.16 | 0.80 | 1.27 |
| Standard Deviation(%) | NA | 33.42 | 21.56 | 18.79 | 17.38 | NA | NA | … | … | NA | 34.03 | 14.39 | 8.12 | 13.93 | 13.17 | 11.42 | 11.00 | 12.50 | 23.68 | 17.34 | 23.58 |
| Draw Down(%) | NA | 30.19 | 32.23 | 32.23 | 32.23 | NA | NA | … | … | 0.00 | 30.19 | 19.75 | 4.85 | 12.74 | 12.63 | 9.16 | 6.54 | 11.36 | 22.18 | 14.52 | 19.64 |
| Yield(%) | 0.00 | 0.00 | 5.56 | 4.99 | 5.57 | 5.10 | 3.82 | … | … | 0.00 | 0.00 | 10.07 | 6.00 | 4.88 | 4.25 | 3.71 | 5.24 | 2.54 | 7.31 | 1.89 | 0.00 |
Data as of 04/02/2020, Common starting date is 01/09/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSRPX (MAINSTAY RETIREMENT 2050 FUND CLASS R2) |
-6.22%
Mar 2017 – Mar 2020 |
-2.42%
Feb 2015 – Feb 2020 |
3.94%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSRPX (MAINSTAY RETIREMENT 2050 FUND CLASS R2) |
21.42%
Feb 2009 – Feb 2012 |
18.93%
Feb 2009 – Feb 2014 |
12.12%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart