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MRTIX: MAINSTAY RETIREMENT 2030 FUND CLASS I (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/02/2007 |
| Last Dividend Date: | 12/31/2018 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.12% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/02/2007 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | -11.6 | -4.0 | 2.9 | 1.1 | 0.0 | -29.8 | -8.1 | 12.1 | 11.2 | -0.7 | 1.5 | 24.0 | 17.6 | -2.2 | 13.5 | 29.4 | -34.2 | 2.6 |
| Sharpe Ratio | NA | -0.83 | -0.42 | -0.25 | 0.1 | 0.03 | 0.0 | -0.68 | -0.78 | 1.6 | 0.96 | -0.07 | 0.15 | 2.47 | 1.59 | -0.11 | 0.9 | 1.42 | -1.11 | 0.19 |
| Draw Down(%) | NA | 37.7 | 38.6 | 38.6 | 38.6 | 46.8 | 0.0 | 37.7 | 15.9 | 4.8 | 10.4 | 10.7 | 8.4 | 6.0 | 9.7 | 19.3 | 12.3 | 20.4 | 40.9 | 7.0 |
| Standard Deviation(%) | NA | 45.6 | 27.5 | 22.5 | 18.6 | 19.8 | NA | 45.9 | 12.1 | 7.2 | 11.5 | 10.9 | 9.9 | 9.7 | 11.1 | 20.1 | 14.9 | 20.6 | 31.6 | 13.6 |
| Treynor Ratio | NA | -7.38 | -0.34 | -0.11 | 0.03 | 0.01 | NA | -0.46 | -0.09 | 0.15 | 0.12 | -0.01 | 0.02 | 0.27 | 0.19 | -0.02 | 0.18 | 0.41 | -0.7 | 0.06 |
| Alpha | NA | -0.15 | -0.03 | -0.01 | 0.0 | 0.0 | 0.0 | -0.15 | 0.0 | 0.0 | 0.02 | 0.01 | -0.01 | 0.03 | 0.02 | 0.01 | 0.02 | 0.04 | -0.08 | 0.02 |
| Beta | NA | 0.05 | 0.34 | 0.5 | 0.71 | 0.63 | 0.0 | 0.68 | 1.03 | 0.79 | 0.91 | 0.91 | 0.87 | 0.88 | 0.92 | 0.98 | 0.74 | 0.71 | 0.5 | 0.42 |
| RSquared | NA | 0.0 | 0.04 | 0.1 | 0.3 | 0.33 | 0.0 | 0.02 | 0.81 | 0.3 | 0.71 | 0.86 | 0.54 | 0.65 | 0.8 | 0.89 | 0.58 | 0.64 | 0.31 | 0.28 |
| Yield(%) | N/A | 0.0 | 5.6 | 5.1 | 5.8 | N/A | 0.0 | 0.0 | 9.5 | 7.0 | 5.0 | 4.5 | 3.7 | 5.4 | 4.3 | 8.4 | 2.5 | 2.0 | 1.5 | 1.0 |
| Dividend Growth(%) | N/A | -100.0 | 32.3 | 25.6 | N/A | N/A | N/A | -100.0 | 50.2 | 44.5 | 4.8 | 22.9 | -22.0 | 40.8 | -54.0 | 268.7 | 62.3 | -15.0 | 48.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/02/2007
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2026-2030 Asset Class Trend Rankings |
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