Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSRYX (MAINSTAY RETIREMENT 2040 FUND CLASS I) | NA | -32.97% | -8.32% | -3.58% | 3.19% | NA | NA | … | … |
Data as of 04/02/2020, Common starting date is 07/02/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSRYX (MAINSTAY RETIREMENT 2040 FUND CLASS I) | 07/02/2007 | 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 | -32.97 | -8.32 | -3.58 | 3.19 | NA | NA | … | … | 0.00 | -24.90 | -9.63 | 14.37 | 11.28 | -0.80 | 2.30 | 27.48 | 17.42 | -3.03 | 13.95 | 30.87 | -36.62 | 2.13 |
| Sharpe Ratio | NA | -0.85 | -0.38 | -0.21 | 0.16 | NA | NA | … | … | 0.00 | -0.65 | -0.81 | 1.76 | 0.84 | -0.07 | 0.21 | 2.63 | 1.46 | -0.14 | 0.84 | 1.37 | -1.11 | 0.12 |
| Standard Deviation(%) | NA | 40.24 | 24.93 | 20.98 | 18.24 | NA | NA | … | … | NA | 40.68 | 13.53 | 7.86 | 13.15 | 12.57 | 10.79 | 10.44 | 12.04 | 22.41 | 16.46 | 22.54 | 33.62 | 14.68 |
| Draw Down(%) | NA | 34.41 | 35.99 | 35.99 | 35.99 | NA | NA | … | … | 0.00 | 34.41 | 18.49 | 4.94 | 12.02 | 12.23 | 8.63 | 6.37 | 10.68 | 21.04 | 13.54 | 21.79 | 43.15 | 7.45 |
| Yield(%) | 0.00 | 0.00 | 5.52 | 5.04 | 5.80 | 3.53 | 2.65 | … | … | 0.00 | 0.00 | 9.91 | 6.16 | 5.06 | 4.37 | 4.14 | 4.90 | 3.65 | 7.81 | 2.89 | 1.67 | 1.33 | 0.63 |
Data as of 04/02/2020, Common starting date is 07/02/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSRYX (MAINSTAY RETIREMENT 2040 FUND CLASS I) |
-8.37%
Mar 2017 – Mar 2020 |
-3.64%
Feb 2015 – Feb 2020 |
3.34%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSRYX (MAINSTAY RETIREMENT 2040 FUND CLASS I) |
21.57%
Feb 2009 – Feb 2012 |
18.92%
Feb 2009 – Feb 2014 |
12.16%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart