Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MYIIX (Mainstay 130/30 International Fund Class) 9.56% 30.32% 19.52% 9.06% 7.19% 6.47% NA
Data as of 06/05/2026, Common starting date is 10/01/2007
More Performance Analytics Comparison
Name Start Date End Date
MYIIX (Mainstay 130/30 International Fund Class) 10/01/2007 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return (%) -3.16 30.32 19.52 9.06 7.19 6.47 NA 9.56 35.20 7.56 13.56 -15.94 10.65 1.76 17.15 -23.27 23.20 -0.51 1.64 -4.05 31.55 21.75 -11.50 11.34 23.47 -44.50 -6.29
Sharpe Ratio NA 2.47 1.33 0.49 0.37 NA NA 1.91 2.29 0.08 0.78 -0.81 0.86 0.05 1.68 -1.76 2.57 -0.04 0.11 -0.37 2.56 1.40 -0.42 0.54 0.87 -1.13 -1.37
Standard Deviation(%) NA 13.35 13.52 15.16 16.21 NA NA 17.11 14.40 12.19 12.04 21.36 12.34 29.05 9.36 13.99 8.83 18.01 14.50 11.08 12.33 15.64 27.64 20.97 26.97 40.08 18.43
Draw Down(%) NA 11.17 13.81 30.71 44.86 NA NA 11.17 13.81 9.38 12.58 29.50 6.69 35.82 7.74 30.11 2.78 14.87 15.71 12.77 10.63 16.67 26.66 19.46 28.22 54.90 11.43
Yield(%) 0.00 3.38 2.79 2.28 3.39 3.54 2.07 0.00 3.96 2.01 2.27 1.62 2.93 2.12 10.90 4.56 2.13 3.12 0.90 5.03 4.02 2.30 2.37 2.44 2.86 0.00 0.42
Data as of 06/05/2026, Common starting date is 10/01/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MYIIX (Mainstay 130/30 International Fund Class) -11.82%
Nov 2007 – Nov 2010
-5.80%
Sep 2017 – Sep 2022
0.61%
Oct 2013 – Oct 2023
0.60%
Nov 2007 – Nov 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MYIIX (Mainstay 130/30 International Fund Class) 23.26%
Sep 2022 – Sep 2025
20.13%
Feb 2009 – Feb 2014
9.41%
Feb 2009 – Feb 2019
7.25%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return