Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MAWCX (MAINSTAY EPOCH U.S. ALL CAP FUND CLASS C) | NA | -68.77% | -34.66% | -18.45% | NA | NA | NA | … | … |
Data as of 04/23/2021, Common starting date is 01/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MAWCX (MAINSTAY EPOCH U.S. ALL CAP FUND CLASS C) | 01/23/2013 | 04/23/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -62.90 | -68.77 | -34.66 | -18.45 | NA | NA | NA | … | … | -77.95 | 8.90 | 29.83 | -11.97 | 21.09 | 7.76 | -3.65 | 11.98 | 19.16 |
| Sharpe Ratio | NA | -0.57 | -0.48 | -0.33 | NA | NA | NA | … | … | -0.46 | 0.22 | 1.97 | -0.73 | 2.60 | 0.53 | -0.24 | 1.03 | 1.51 |
| Standard Deviation(%) | NA | 121.26 | 73.58 | 57.55 | NA | NA | NA | … | … | 217.16 | 38.42 | 14.41 | 18.27 | 7.91 | 14.14 | 15.55 | 11.61 | 13.51 |
| Draw Down(%) | NA | 79.09 | 79.09 | 79.09 | NA | NA | NA | … | … | 79.09 | 42.14 | 7.87 | 23.86 | 3.65 | 12.77 | 13.88 | 7.85 | 8.51 |
| Yield(%) | 0.00 | 0.14 | 7.60 | 9.38 | 7.50 | 5.00 | 3.75 | … | … | 0.00 | 0.10 | 16.80 | 8.82 | 17.68 | 4.21 | 12.51 | 10.91 | 0.00 |
Data as of 04/23/2021, Common starting date is 01/23/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAWCX (MAINSTAY EPOCH U.S. ALL CAP FUND CLASS C) |
-13.16%
Feb 2018 – Feb 2021 |
-1.44%
Mar 2016 – Mar 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAWCX (MAINSTAY EPOCH U.S. ALL CAP FUND CLASS C) |
12.88%
Sep 2015 – Sep 2018 |
11.82%
Jan 2016 – Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart