Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTXVX (MAINSTAY INCOME BUILDER FUND CLASS R3) | NA | 9.99% | 1.77% | 4.48% | NA | NA | NA | … | … |
Data as of 02/26/2024, Common starting date is 03/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTXVX (MAINSTAY INCOME BUILDER FUND CLASS R3) | 03/02/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.28 | 9.99 | 1.77 | 4.48 | NA | NA | NA | … | … | 2.00 | 9.23 | -13.88 | 9.63 | 6.80 | 17.79 | -5.93 | 11.69 | 9.26 |
| Sharpe Ratio | NA | 0.75 | -0.03 | 0.25 | NA | NA | NA | … | … | 1.30 | 0.58 | -1.03 | 1.26 | 0.37 | 3.30 | -1.01 | 3.13 | 1.49 |
| Standard Deviation(%) | NA | 8.37 | 10.85 | 11.88 | NA | NA | NA | … | … | 7.98 | 8.66 | 14.85 | 7.62 | 17.92 | 4.96 | 7.20 | 3.55 | 7.32 |
| Draw Down(%) | NA | 9.18 | 21.94 | 24.48 | NA | NA | NA | … | … | 1.85 | 9.18 | 21.94 | 4.05 | 24.48 | 2.27 | 10.12 | 1.84 | 4.08 |
| Yield(%) | 0.00 | 2.76 | 3.96 | 4.32 | 3.64 | 2.43 | 1.82 | … | … | 0.18 | 2.70 | 1.80 | 7.73 | 1.97 | 7.04 | 3.91 | 5.01 | 3.10 |
Data as of 02/26/2024, Common starting date is 03/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTXVX (MAINSTAY INCOME BUILDER FUND CLASS R3) |
-1.73%
Sep 2019 – Sep 2022 |
0.82%
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 |
|---|---|---|---|---|
| MTXVX (MAINSTAY INCOME BUILDER FUND CLASS R3) |
11.31%
Dec 2018 – Dec 2021 |
7.93%
May 2016 – May 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart