Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MYSPX (MAINSTAY S&P 500 INDEX FUND INVESTOR CLASS) | 10.54% | 27.12% | 21.67% | 10.62% | 12.65% | 12.33% | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MYSPX (MAINSTAY S&P 500 INDEX FUND INVESTOR CLASS) | 03/05/2008 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.45 | 27.12 | 21.67 | 10.62 | 12.65 | 12.33 | NA | … | … | 10.54 | 17.04 | 23.76 | 25.75 | -25.25 | 23.27 | 9.06 | 30.48 | -4.89 | 20.95 | 12.05 | 0.69 | 12.89 | 31.48 | 15.22 | 1.46 | 14.22 | 25.71 | -31.11 |
| Sharpe Ratio | NA | 2.21 | 1.30 | 0.47 | 0.59 | NA | NA | … | … | 1.96 | 0.76 | 1.59 | 1.70 | -1.04 | 1.76 | 0.25 | 2.32 | -0.37 | 3.05 | 0.66 | 0.04 | 1.13 | 2.84 | 1.20 | 0.06 | 0.77 | 0.95 | -0.84 |
| Standard Deviation(%) | NA | 11.87 | 14.79 | 17.32 | 18.87 | NA | NA | … | … | 13.49 | 18.61 | 12.67 | 13.09 | 25.63 | 13.24 | 35.45 | 12.50 | 17.11 | 6.67 | 17.96 | 15.47 | 11.37 | 11.08 | 12.72 | 23.50 | 18.30 | 27.06 | 43.96 |
| Draw Down(%) | NA | 8.99 | 18.82 | 27.99 | 33.80 | NA | NA | … | … | 8.99 | 18.82 | 8.47 | 10.08 | 26.82 | 6.92 | 33.80 | 6.67 | 19.37 | 2.65 | 10.33 | 12.06 | 7.34 | 5.64 | 9.66 | 18.88 | 15.72 | 27.17 | 46.68 |
| Yield(%) | 0.00 | 0.92 | 3.90 | 2.43 | 6.89 | 8.19 | 6.20 | … | … | 0.00 | 0.94 | 5.90 | 4.69 | 0.79 | 0.82 | 1.03 | 19.17 | 11.95 | 15.60 | 9.86 | 5.20 | 1.62 | 1.65 | 1.62 | 1.35 | 1.36 | 1.62 | 1.65 |
Data as of 06/03/2026, Common starting date is 03/05/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MYSPX (MAINSTAY S&P 500 INDEX FUND INVESTOR CLASS) |
-0.08%
Aug 2008 – Aug 2011 |
4.52%
Dec 2017 – Dec 2022 |
8.36%
Oct 2013 – Oct 2023 |
7.67%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MYSPX (MAINSTAY S&P 500 INDEX FUND INVESTOR CLASS) |
24.71%
Feb 2009 – Feb 2012 |
22.16%
Feb 2009 – Feb 2014 |
15.98%
Feb 2009 – Feb 2019 |
13.80%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart