Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTXRX (MAINSTAY INCOME BUILDER FUND CLASS R2) | NA | 10.28% | 5.64% | 6.93% | NA | NA | NA | … | … |
Data as of 02/26/2024, Common starting date is 03/03/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTXRX (MAINSTAY INCOME BUILDER FUND CLASS R2) | 03/03/2015 | 02/26/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.22 | 10.28 | 5.64 | 6.93 | NA | NA | NA | … | … | 2.02 | 9.46 | -4.10 | 9.77 | 7.09 | 18.06 | -5.69 | 11.98 | 9.04 | -6.67 |
| Sharpe Ratio | NA | 0.78 | 0.28 | 0.42 | NA | NA | NA | … | … | 1.33 | 0.61 | -0.29 | 1.28 | 0.38 | 3.35 | -0.98 | 3.18 | 1.02 | -0.78 |
| Standard Deviation(%) | NA | 8.34 | 12.66 | 12.90 | NA | NA | NA | … | … | 7.94 | 8.64 | 18.73 | 7.63 | 17.87 | 4.97 | 7.16 | 3.58 | 8.69 | 10.15 |
| Draw Down(%) | NA | 9.07 | 21.71 | 24.43 | NA | NA | NA | … | … | 1.85 | 9.07 | 21.71 | 4.03 | 24.43 | 2.20 | 9.94 | 1.87 | 6.25 | 10.53 |
| Yield(%) | 0.00 | 2.97 | 7.03 | 6.38 | 4.83 | 3.22 | 2.41 | … | … | 0.21 | 2.91 | 10.39 | 7.82 | 2.23 | 7.30 | 4.17 | 5.27 | 3.33 | 6.28 |
Data as of 02/26/2024, Common starting date is 03/03/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTXRX (MAINSTAY INCOME BUILDER FUND CLASS R2) |
-1.52%
Sep 2019 – Sep 2022 |
1.05%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTXRX (MAINSTAY INCOME BUILDER FUND CLASS R2) |
11.55%
Dec 2018 – Dec 2021 |
8.18%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart