Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MYIIX (Mainstay 130/30 International Fund Class) | 19.95% | 21.33% | 16.12% | 10.05% | 3.74% | 6.82% | NA | 2.45% |
Data as of 06/30/2025, AR inception is 10/01/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MYIIX (Mainstay 130/30 International Fund Class) | 10/01/2007 | 06/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.49 | 21.33 | 16.12 | 10.05 | 3.74 | 6.82 | NA | 2.45 | 19.95 | 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 | 1.16 | 0.79 | 0.52 | 0.12 | NA | NA | 0.07 | 2.41 | 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 | 15.57 | 14.75 | 15.25 | 16.48 | NA | NA | 19.79 | 17.39 | 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 | 13.81 | 14.93 | 30.71 | 44.86 | NA | NA | 62.63 | 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 | 1.87 | 2.26 | 2.51 | 2.82 | 4.45 | 1.92 | 2.25 | 0.00 | 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 06/30/2025, AR inception 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) |
20.12%
May 2012 - May 2015 |
20.13%
Feb 2009 - Feb 2014 |
9.41%
Feb 2009 - Feb 2019 |
7.25%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart