Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSRQX (MAINSTAY RETIREMENT 2040 FUND CLASS R2) | NA | -34.16% | -9.13% | -4.23% | 2.66% | NA | NA | … | … |
Data as of 04/02/2020, Common starting date is 01/09/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSRQX (MAINSTAY RETIREMENT 2040 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 | -34.16 | -9.13 | -4.23 | 2.66 | NA | NA | … | … | 0.00 | -26.36 | -9.91 | 14.12 | 10.61 | -1.14 | 2.27 | 27.12 | 16.57 | -3.39 | 13.52 | 28.32 |
| Sharpe Ratio | NA | -0.84 | -0.40 | -0.23 | 0.13 | NA | NA | … | … | 0.00 | -0.65 | -0.83 | 1.77 | 0.80 | -0.09 | 0.21 | 2.59 | 1.38 | -0.15 | 0.82 | 1.31 |
| Standard Deviation(%) | NA | 42.02 | 25.89 | 21.64 | 18.63 | NA | NA | … | … | NA | 42.45 | 13.54 | 7.65 | 13.00 | 12.59 | 10.69 | 10.45 | 12.08 | 22.42 | 16.41 | 22.13 |
| Draw Down(%) | NA | 35.59 | 37.41 | 37.41 | 37.41 | NA | NA | … | … | 0.00 | 35.59 | 18.75 | 4.62 | 12.01 | 12.24 | 8.26 | 6.40 | 10.85 | 21.17 | 13.94 | 18.67 |
| Yield(%) | 0.00 | 0.00 | 5.08 | 4.64 | 5.34 | 4.84 | 3.63 | … | … | 0.00 | 0.00 | 9.31 | 5.41 | 4.62 | 4.06 | 3.84 | 4.54 | 3.23 | 7.50 | 2.54 | 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 |
|---|---|---|---|---|
| MSRQX (MAINSTAY RETIREMENT 2040 FUND CLASS R2) |
-9.19%
Mar 2017 – Mar 2020 |
-4.31%
Feb 2015 – Feb 2020 |
2.82%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSRQX (MAINSTAY RETIREMENT 2040 FUND CLASS R2) |
20.72%
Feb 2009 – Feb 2012 |
18.28%
Feb 2009 – Feb 2014 |
11.65%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart