Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSRUX (MAINSTAY RETIREMENT 2040 FUND INVESTOR CLASS) | NA | -34.35% | -9.13% | -4.23% | 2.66% | NA | NA | … | … |
Data as of 04/02/2020, Common starting date is 03/07/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSRUX (MAINSTAY RETIREMENT 2040 FUND INVESTOR CLASS) | 03/07/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -34.35 | -9.13 | -4.23 | 2.66 | NA | NA | … | … | 0.00 | -26.47 | -9.92 | 14.22 | 10.65 | -1.13 | 2.21 | 27.22 | 16.60 | -3.44 | 13.52 | 30.64 | -31.05 |
| Sharpe Ratio | NA | -0.84 | -0.40 | -0.23 | 0.13 | NA | NA | … | … | 0.00 | -0.65 | -0.84 | 1.77 | 0.79 | -0.09 | 0.21 | 2.62 | 1.39 | -0.15 | 0.82 | 1.35 | -1.08 |
| Standard Deviation(%) | NA | 42.32 | 26.04 | 21.75 | 18.69 | NA | NA | … | … | NA | 42.75 | 13.43 | 7.69 | 13.10 | 12.52 | 10.70 | 10.38 | 12.03 | 22.45 | 16.43 | 22.68 | 34.32 |
| Draw Down(%) | NA | 35.77 | 37.56 | 37.56 | 37.56 | NA | NA | … | … | 0.00 | 35.77 | 18.73 | 4.71 | 11.98 | 12.31 | 8.33 | 6.40 | 10.73 | 21.12 | 13.58 | 21.82 | 42.50 |
| Yield(%) | 0.00 | 0.00 | 5.27 | 4.77 | 5.43 | 3.50 | 2.62 | … | … | 0.00 | 0.00 | 9.63 | 5.63 | 4.78 | 4.07 | 3.78 | 4.55 | 3.28 | 7.54 | 2.57 | 1.38 | 1.31 |
Data as of 04/02/2020, Common starting date is 03/07/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSRUX (MAINSTAY RETIREMENT 2040 FUND INVESTOR CLASS) |
-9.18%
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 |
|---|---|---|---|---|
| MSRUX (MAINSTAY RETIREMENT 2040 FUND INVESTOR CLASS) |
21.08%
Feb 2009 – Feb 2012 |
18.50%
Feb 2009 – Feb 2014 |
11.77%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart