Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MYRTX (MAINSTAY RETIREMENT 2020 FUND CLASS I) | NA | -24.87% | -5.78% | -2.24% | 3.16% | NA | NA | … | … |
Data as of 04/02/2020, Common starting date is 07/02/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MYRTX (MAINSTAY RETIREMENT 2020 FUND CLASS I) | 07/02/2007 | 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 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -24.87 | -5.78 | -2.24 | 3.16 | NA | NA | … | … | 0.00 | -18.26 | -6.58 | 9.13 | 10.43 | -0.80 | 1.25 | 17.42 | 17.51 | -0.33 | 12.37 | 25.77 | -28.59 | 3.35 |
| Sharpe Ratio | NA | -0.90 | -0.39 | -0.20 | 0.21 | NA | NA | … | … | 0.00 | -0.67 | -0.84 | 1.42 | 1.12 | -0.10 | 0.15 | 1.99 | 1.89 | -0.02 | 1.02 | 1.52 | -1.11 | 0.37 |
| Standard Deviation(%) | NA | 28.92 | 17.80 | 14.93 | 13.17 | NA | NA | … | … | NA | 29.18 | 9.39 | 6.01 | 9.11 | 8.20 | 8.21 | 8.72 | 9.30 | 16.07 | 12.05 | 16.95 | 26.40 | 11.29 |
| Draw Down(%) | NA | 26.01 | 26.32 | 26.32 | 26.32 | NA | NA | … | … | 0.00 | 26.01 | 12.51 | 4.46 | 7.86 | 8.33 | 7.34 | 5.50 | 7.37 | 15.38 | 9.70 | 17.14 | 35.64 | 5.85 |
| Yield(%) | 0.00 | 0.00 | 6.43 | 5.49 | 6.00 | 3.97 | 2.98 | … | … | 0.00 | 0.00 | 9.62 | 10.05 | 4.68 | 4.42 | 4.06 | 5.46 | 5.43 | 7.54 | 4.19 | 2.38 | 1.91 | 0.65 |
Data as of 04/02/2020, Common starting date is 07/02/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MYRTX (MAINSTAY RETIREMENT 2020 FUND CLASS I) |
-5.90%
Dec 2016 – Dec 2019 |
-2.27%
Feb 2015 – Feb 2020 |
3.25%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MYRTX (MAINSTAY RETIREMENT 2020 FUND CLASS I) |
18.86%
Feb 2009 – Feb 2012 |
15.75%
Feb 2009 – Feb 2014 |
10.04%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart