Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICAWX (MAINSTAY ICAP EQUITY FUND CLASS R1) | NA | 13.71% | 4.84% | 10.34% | 4.84% | NA | NA | … | … |
Data as of 10/31/2017, Common starting date is 09/08/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICAWX (MAINSTAY ICAP EQUITY FUND CLASS R1) | 09/08/2006 | 10/31/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.71 | 4.84 | 10.34 | 4.84 | NA | NA | … | … | 7.50 | 5.26 | -1.39 | 9.73 | 29.75 | 15.00 | 0.20 | 16.22 | 28.02 | -38.19 | 6.10 | 10.00 |
| Sharpe Ratio | NA | 2.40 | 0.34 | 0.81 | 0.22 | NA | NA | … | … | 2.04 | 0.32 | -0.09 | 0.85 | 2.69 | 1.12 | 0.01 | 0.86 | 1.01 | -0.94 | 0.19 | 4.74 |
| Standard Deviation(%) | NA | 5.49 | 13.44 | 12.64 | 21.06 | NA | NA | … | … | 4.16 | 15.65 | 16.10 | 11.44 | 11.06 | 13.41 | 23.08 | 18.85 | 27.77 | 41.62 | 16.33 | 6.90 |
| Draw Down(%) | NA | 2.10 | 19.23 | 19.23 | 55.14 | NA | NA | … | … | 2.10 | 13.52 | 14.51 | 8.98 | 5.11 | 11.95 | 21.08 | 15.41 | 26.45 | 49.11 | 9.31 | 1.80 |
| Yield(%) | 0.00 | 26.83 | 15.42 | 13.41 | 6.99 | 5.86 | 4.39 | … | … | 20.31 | 7.27 | 17.37 | 10.44 | 1.38 | 2.11 | 1.14 | 1.58 | 1.64 | 1.67 | 13.64 | 8.84 |
Data as of 10/31/2017, Common starting date is 09/08/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICAWX (MAINSTAY ICAP EQUITY FUND CLASS R1) |
-9.57%
Jun 2007 – Jun 2010 |
-1.88%
May 2007 – May 2012 |
5.00%
Oct 2006 – Oct 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICAWX (MAINSTAY ICAP EQUITY FUND CLASS R1) |
25.25%
Feb 2009 – Feb 2012 |
21.98%
Feb 2009 – Feb 2014 |
5.99%
Feb 2007 – Feb 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart