Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSRTX (MAINSTAY RETIREMENT 2040 FUND CLASS A) | NA | -34.70% | -9.25% | -4.25% | 2.68% | NA | NA | … | … |
Data as of 04/02/2020, Common starting date is 07/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSRTX (MAINSTAY RETIREMENT 2040 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 | -34.70 | -9.25 | -4.25 | 2.68 | NA | NA | … | … | 0.00 | -26.87 | -9.81 | 14.15 | 10.90 | -1.05 | 2.29 | 27.25 | 16.73 | -3.25 | 13.67 | 30.08 | -36.55 | 2.00 |
| Sharpe Ratio | NA | -0.84 | -0.40 | -0.23 | 0.13 | NA | NA | … | … | 0.00 | -0.65 | -0.82 | 1.75 | 0.81 | -0.09 | 0.21 | 2.61 | 1.39 | -0.15 | 0.82 | 1.34 | -1.11 | 0.10 |
| Standard Deviation(%) | NA | 42.84 | 26.34 | 21.98 | 18.80 | NA | NA | … | … | NA | 43.26 | 13.54 | 7.77 | 13.12 | 12.59 | 10.72 | 10.41 | 12.06 | 22.27 | 16.47 | 22.40 | 33.72 | 14.73 |
| Draw Down(%) | NA | 36.07 | 37.80 | 37.80 | 37.80 | NA | NA | … | … | 0.00 | 36.07 | 18.63 | 4.81 | 12.04 | 12.27 | 8.36 | 6.32 | 10.77 | 21.11 | 13.52 | 21.77 | 43.25 | 7.45 |
| Yield(%) | 0.00 | 0.00 | 5.40 | 4.90 | 5.57 | 3.38 | 2.53 | … | … | 0.00 | 0.00 | 9.78 | 5.91 | 4.91 | 4.17 | 3.96 | 4.63 | 3.35 | 7.66 | 2.67 | 1.46 | 1.50 | 0.50 |
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 |
|---|---|---|---|---|
| MSRTX (MAINSTAY RETIREMENT 2040 FUND CLASS A) |
-9.30%
Mar 2017 – Mar 2020 |
-4.34%
Feb 2015 – Feb 2020 |
2.83%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSRTX (MAINSTAY RETIREMENT 2040 FUND CLASS A) |
21.22%
Feb 2009 – Feb 2012 |
18.63%
Feb 2009 – Feb 2014 |
11.88%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart