Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSRZX (MAINSTAY RETIREMENT 2040 FUND CLASS R3) | NA | -33.91% | -9.12% | -4.31% | 2.49% | NA | NA | … | … |
Data as of 04/02/2020, Common starting date is 05/06/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSRZX (MAINSTAY RETIREMENT 2040 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 | -33.91 | -9.12 | -4.31 | 2.49 | NA | NA | … | … | 0.00 | -26.13 | -10.14 | 14.39 | 10.02 | -1.37 | 3.18 | 25.77 | 15.96 | -3.55 | 13.18 | 29.35 | -36.60 |
| Sharpe Ratio | NA | -0.84 | -0.40 | -0.24 | 0.12 | NA | NA | … | … | 0.00 | -0.65 | -0.85 | 1.86 | 0.76 | -0.11 | 0.31 | 2.55 | 1.34 | -0.16 | 0.80 | 1.29 | -1.34 |
| Standard Deviation(%) | NA | 41.66 | 25.69 | 21.47 | 18.46 | NA | NA | … | … | NA | 42.08 | 13.51 | 7.43 | 12.94 | 12.57 | 10.34 | 10.09 | 11.99 | 22.33 | 16.40 | 22.64 | 37.71 |
| Draw Down(%) | NA | 35.34 | 37.38 | 37.38 | 37.38 | NA | NA | … | … | 0.00 | 35.34 | 18.97 | 4.32 | 11.99 | 12.39 | 7.78 | 6.42 | 10.88 | 21.19 | 13.96 | 21.85 | 42.60 |
| Yield(%) | 0.00 | 0.00 | 5.10 | 4.55 | 5.05 | 2.92 | 2.19 | … | … | 0.00 | 0.00 | 9.34 | 5.46 | 4.38 | 3.78 | 3.44 | 3.09 | 2.97 | 7.35 | 2.33 | 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 |
|---|---|---|---|---|
| MSRZX (MAINSTAY RETIREMENT 2040 FUND CLASS R3) |
-9.17%
Mar 2017 – Mar 2020 |
-4.39%
Feb 2015 – Feb 2020 |
2.65%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSRZX (MAINSTAY RETIREMENT 2040 FUND CLASS R3) |
20.49%
Feb 2009 – Feb 2012 |
18.05%
Feb 2009 – Feb 2014 |
11.42%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart