It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
MAMCX: MainStay Income Mgr;C (MUTUAL FUND)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/22/2003 |
| Last Dividend Date: | 10/26/2009 |
| 12-Mo. Yield | 4.22% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 12/04/2009)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 01/22/2003 |
2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 22.6 | -4.1 | 1.0 | 3.7 | 15.6 | -26.0 | 2.6 | 13.0 | 4.8 | 7.9 | 14.2 |
| Sharpe Ratio | NA | 1.49 | -0.35 | -0.07 | 0.18 | 1.14 | -1.23 | -0.04 | 1.63 | 0.41 | 1.12 | 1.72 |
| Draw Down(%) | NA | 18.1 | 40.9 | 40.9 | 40.9 | 18.1 | 35.5 | 6.1 | 4.4 | 4.4 | 5.6 | 4.5 |
| Standard Deviation(%) | NA | 15.1 | 16.0 | 13.0 | 11.7 | 14.8 | 21.8 | 8.7 | 6.0 | 6.5 | 6.2 | 8.4 |
| Treynor Ratio | NA | 0.45 | -0.11 | -0.02 | 0.04 | 0.34 | -0.52 | -0.01 | 0.17 | 0.04 | 0.13 | 0.31 |
| Alpha | NA | 0.01 | -0.02 | -0.01 | 0.0 | 0.01 | -0.03 | -0.01 | 0.01 | 0.0 | 0.01 | 0.0 |
| Beta | NA | 0.5 | 0.52 | 0.52 | 0.52 | 0.5 | 0.52 | 0.52 | 0.56 | 0.6 | 0.52 | 0.47 |
| RSquared | NA | 0.9 | 0.94 | 0.93 | 0.93 | 0.89 | 0.96 | 0.93 | 0.89 | 0.92 | 0.86 | 0.85 |
| Yield(%) | N/A | 4.2 | 5.4 | 4.6 | N/A | 3.7 | 2.8 | 8.5 | 5.3 | 0.8 | 1.3 | 0.0 |
| Dividend Growth(%) | N/A | -66.7 | 319.6 | N/A | N/A | -5.8 | -69.3 | 70.4 | 595.2 | -32.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/22/2003
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See ROOT Asset Class Trend Rankings |
Latest Articles Related to MAMCX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
