Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MYRZX (MAINSTAY RETIREMENT 2020 FUND CLASS R3) | NA | -23.95% | -5.82% | -2.47% | 2.74% | NA | NA | … | … |
Data as of 04/02/2020, Common starting date is 05/06/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MYRZX (MAINSTAY RETIREMENT 2020 FUND CLASS R3) | 05/06/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -23.95 | -5.82 | -2.47 | 2.74 | NA | NA | … | … | 0.00 | -17.41 | -7.21 | 9.83 | 8.53 | -1.32 | 2.23 | 15.55 | 16.33 | -0.97 | 11.71 | 23.63 | -29.74 |
| Sharpe Ratio | NA | -0.90 | -0.40 | -0.22 | 0.19 | NA | NA | … | … | 0.00 | -0.67 | -0.90 | 1.79 | 0.96 | -0.17 | 0.30 | 1.98 | 1.82 | -0.06 | 0.96 | 1.37 | -1.34 |
| Standard Deviation(%) | NA | 27.80 | 17.21 | 14.38 | 12.73 | NA | NA | … | … | NA | 28.07 | 9.49 | 5.15 | 8.66 | 8.18 | 7.38 | 7.82 | 9.03 | 16.00 | 12.07 | 17.15 | 31.50 |
| Draw Down(%) | NA | 25.07 | 26.02 | 26.02 | 26.02 | NA | NA | … | … | 0.00 | 25.07 | 13.04 | 3.34 | 7.90 | 8.56 | 5.95 | 5.54 | 7.52 | 15.65 | 10.05 | 17.28 | 35.46 |
| Yield(%) | 0.00 | 0.00 | 5.73 | 4.76 | 5.15 | 3.12 | 2.34 | … | … | 0.00 | 0.00 | 8.29 | 9.22 | 3.39 | 3.86 | 3.34 | 3.50 | 4.77 | 7.14 | 3.63 | 0.00 | 0.00 |
Data as of 04/02/2020, Common starting date is 05/06/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MYRZX (MAINSTAY RETIREMENT 2020 FUND CLASS R3) |
-5.82%
Mar 2017 – Mar 2020 |
-2.50%
Feb 2015 – Feb 2020 |
2.83%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MYRZX (MAINSTAY RETIREMENT 2020 FUND CLASS R3) |
17.61%
Feb 2009 – Feb 2012 |
14.77%
Feb 2009 – Feb 2014 |
9.25%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart