Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSRWX (MAINSTAY RETIREMENT 2050 FUND CLASS R3) | NA | -28.35% | -6.27% | -2.49% | 3.56% | NA | NA | … | … |
Data as of 04/02/2020, Common starting date is 05/06/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSRWX (MAINSTAY RETIREMENT 2050 FUND CLASS R3) | 05/06/2008 | 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 | -28.35 | -6.27 | -2.49 | 3.56 | NA | NA | … | … | 0.00 | -19.33 | -10.51 | 15.54 | 9.83 | -1.13 | 2.36 | 28.74 | 15.57 | -4.07 | 13.62 | 29.77 | -37.96 |
| Sharpe Ratio | NA | -0.89 | -0.35 | -0.17 | 0.19 | NA | NA | … | … | 0.00 | -0.61 | -0.82 | 1.86 | 0.70 | -0.09 | 0.21 | 2.67 | 1.25 | -0.17 | 0.78 | 1.24 | -1.25 |
| Standard Deviation(%) | NA | 33.12 | 21.43 | 18.66 | 17.25 | NA | NA | … | … | NA | 33.75 | 14.41 | 8.06 | 13.75 | 13.17 | 11.07 | 10.76 | 12.55 | 23.63 | 17.30 | 23.92 | 41.88 |
| Draw Down(%) | NA | 30.03 | 32.24 | 32.24 | 32.24 | NA | NA | … | … | 0.00 | 30.03 | 19.97 | 4.65 | 12.76 | 12.75 | 8.20 | 6.57 | 11.40 | 22.16 | 14.55 | 23.04 | 44.00 |
| Yield(%) | 0.00 | 0.00 | 5.36 | 4.77 | 5.21 | 2.96 | 2.22 | … | … | 0.00 | 0.00 | 9.78 | 5.70 | 4.62 | 3.89 | 3.46 | 3.90 | 2.31 | 7.15 | 1.71 | 0.00 | 0.00 |
Data as of 04/02/2020, Common starting date is 05/06/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSRWX (MAINSTAY RETIREMENT 2050 FUND CLASS R3) |
-6.32%
Mar 2017 – Mar 2020 |
-2.59%
Feb 2015 – Feb 2020 |
3.72%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSRWX (MAINSTAY RETIREMENT 2050 FUND CLASS R3) |
21.15%
Feb 2009 – Feb 2012 |
18.67%
Feb 2009 – Feb 2014 |
11.86%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart