Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSRVX (MAINSTAY RETIREMENT 2050 FUND INVESTOR CLASS) | NA | -28.82% | -6.31% | -2.44% | 3.70% | NA | NA | … | … |
Data as of 04/02/2020, Common starting date is 03/07/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSRVX (MAINSTAY RETIREMENT 2050 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 | -28.82 | -6.31 | -2.44 | 3.70 | NA | NA | … | … | 0.00 | -19.85 | -10.26 | 15.48 | 10.40 | -0.87 | 1.40 | 30.04 | 16.24 | -3.83 | 13.85 | 30.74 | -31.93 |
| Sharpe Ratio | NA | -0.89 | -0.34 | -0.17 | 0.20 | NA | NA | … | … | 0.00 | -0.62 | -0.80 | 1.82 | 0.74 | -0.07 | 0.12 | 2.73 | 1.30 | -0.16 | 0.80 | 1.29 | -1.00 |
| Standard Deviation(%) | NA | 33.86 | 21.80 | 18.93 | 17.43 | NA | NA | … | … | NA | 34.47 | 14.41 | 8.19 | 13.75 | 13.17 | 11.41 | 10.99 | 12.53 | 23.55 | 17.31 | 23.76 | 38.11 |
| Draw Down(%) | NA | 30.51 | 32.48 | 32.48 | 32.48 | NA | NA | … | … | 0.00 | 30.51 | 19.76 | 4.95 | 12.78 | 12.66 | 9.17 | 6.55 | 11.37 | 22.10 | 14.29 | 23.00 | 43.90 |
| Yield(%) | 0.00 | 0.00 | 5.57 | 5.00 | 5.59 | 3.57 | 2.67 | … | … | 0.00 | 0.00 | 10.13 | 5.97 | 4.96 | 4.19 | 3.71 | 5.31 | 2.61 | 7.36 | 1.95 | 1.23 | 1.62 |
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 |
|---|---|---|---|---|
| MSRVX (MAINSTAY RETIREMENT 2050 FUND INVESTOR CLASS) |
-6.37%
Mar 2017 – Mar 2020 |
-2.53%
Feb 2015 – Feb 2020 |
3.86%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSRVX (MAINSTAY RETIREMENT 2050 FUND INVESTOR CLASS) |
21.73%
Feb 2009 – Feb 2012 |
19.10%
Feb 2009 – Feb 2014 |
12.19%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart