Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICETX (MAINSTAY EPOCH INTERNATIONAL CHOICE FUND CLASS R1) | NA | 9.97% | 2.30% | 5.07% | 3.03% | 7.26% | NA | … | … |
Data as of 02/26/2024, Common starting date is 09/08/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICETX (MAINSTAY EPOCH INTERNATIONAL CHOICE FUND CLASS R1) | 09/08/2006 | 02/26/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.12 | 9.97 | 2.30 | 5.07 | 3.03 | 7.26 | NA | … | … | -0.10 | 19.67 | -16.13 | 6.46 | 7.77 | 23.52 | -13.70 | 25.49 | -2.17 | -4.71 | -5.91 | 20.61 | 16.64 | -9.13 | 5.60 | 27.66 | -38.50 | 11.18 | 11.63 |
| Sharpe Ratio | NA | 0.62 | 0.01 | 0.19 | 0.12 | NA | NA | … | … | -0.41 | 1.25 | -0.76 | 0.52 | 0.25 | 2.16 | -1.16 | 3.22 | -0.12 | -0.32 | -0.53 | 1.78 | 1.07 | -0.36 | 0.27 | 0.98 | -0.99 | 0.52 | 5.44 |
| Standard Deviation(%) | NA | 11.97 | 16.59 | 19.10 | 16.62 | NA | NA | … | … | 10.47 | 12.41 | 23.04 | 12.33 | 29.83 | 10.24 | 12.94 | 7.76 | 19.06 | 14.77 | 11.11 | 11.59 | 15.58 | 25.44 | 20.67 | 28.00 | 39.64 | 15.83 | 7.22 |
| Draw Down(%) | NA | 13.27 | 31.65 | 33.47 | 33.47 | NA | NA | … | … | 2.96 | 13.27 | 29.61 | 8.56 | 33.47 | 8.65 | 21.34 | 2.46 | 14.18 | 20.15 | 12.96 | 8.73 | 16.63 | 25.23 | 21.11 | 26.72 | 50.70 | 12.13 | 1.21 |
| Yield(%) | 0.00 | 1.74 | 1.71 | 1.90 | 1.89 | 3.33 | 2.32 | … | … | 0.00 | 1.89 | 0.88 | 2.53 | 0.67 | 3.21 | 1.54 | 1.66 | 3.37 | 1.40 | 2.95 | 1.08 | 2.17 | 1.79 | 1.62 | 2.33 | 2.40 | 13.22 | 4.16 |
Data as of 02/26/2024, 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 |
|---|---|---|---|---|
| ICETX (MAINSTAY EPOCH INTERNATIONAL CHOICE FUND CLASS R1) |
-12.93%
Jun 2007 – Jun 2010 |
-6.02%
May 2007 – May 2012 |
0.33%
Dec 2006 – Dec 2016 |
-0.06%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICETX (MAINSTAY EPOCH INTERNATIONAL CHOICE FUND CLASS R1) |
19.34%
Feb 2009 – Feb 2012 |
16.53%
Feb 2009 – Feb 2014 |
8.38%
Feb 2009 – Feb 2019 |
6.47%
Jan 2009 – Jan 2024 |
Annualized Rolling Returns Comparison Chart