Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICGRX (MAINSTAY ICAP GLOBAL FUND CLASS I) | NA | -8.01% | 3.17% | 3.80% | NA | NA | NA | … | … |
Data as of 01/19/2016, Common starting date is 05/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICGRX (MAINSTAY ICAP GLOBAL FUND CLASS I) | 05/02/2008 | 01/19/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -8.01 | 3.17 | 3.80 | NA | NA | NA | … | … | 0.00 | -10.02 | -5.59 | 24.92 | 15.22 | -8.49 | 9.28 | 29.07 | -38.20 |
| Sharpe Ratio | NA | -0.64 | 0.07 | 0.10 | NA | NA | NA | … | … | 0.00 | -0.80 | -0.45 | 2.38 | 1.10 | -0.36 | 0.47 | 1.03 | -1.12 |
| Standard Deviation(%) | NA | 12.32 | 12.05 | 15.65 | NA | NA | NA | … | … | NA | 12.63 | 12.59 | 10.47 | 13.89 | 24.01 | 19.49 | 28.13 | 46.71 |
| Draw Down(%) | NA | 16.69 | 18.48 | 24.97 | NA | NA | NA | … | … | 0.00 | 16.69 | 12.21 | 6.83 | 14.53 | 24.97 | 17.23 | 26.63 | 49.95 |
| Yield(%) | 0.00 | 0.00 | 2.72 | 2.43 | 1.45 | 0.96 | 0.72 | … | … | 0.00 | 0.00 | 5.51 | 1.60 | 1.92 | 1.80 | 1.49 | 1.83 | 1.18 |
Data as of 01/19/2016, Common starting date is 05/02/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICGRX (MAINSTAY ICAP GLOBAL FUND CLASS I) |
-0.20%
Aug 2008 – Aug 2011 |
3.95%
Jun 2008 – Jun 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICGRX (MAINSTAY ICAP GLOBAL FUND CLASS I) |
23.02%
Feb 2009 – Feb 2012 |
19.73%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart