Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MCACX (MainStay Capital Appreciation C) NA 26.00% -4.30% -0.39% -5.16% NA NA
Data as of 01/05/2010, Common starting date is 06/18/1999
More Performance Analytics Comparison
Name Start Date End Date
MCACX (MainStay Capital Appreciation C) 06/18/1999 01/05/2010
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999
Annualized Return (%) 0.00 26.00 -4.30 -0.39 -5.16 NA NA 0.00 30.32 -40.05 10.77 2.59 7.32 2.27 25.70 -32.10 -24.44 -12.07 19.57
Sharpe Ratio NA 1.16 -0.21 -0.10 -0.31 NA NA 0.00 1.34 -1.14 0.42 -0.06 0.40 0.10 1.38 -1.30 -1.13 -0.55 1.80
Standard Deviation(%) NA 22.28 26.82 22.35 22.54 NA NA NA 22.49 35.69 18.53 12.56 12.75 12.68 18.07 25.63 24.07 29.21 19.91
Draw Down(%) NA 18.46 52.18 52.18 67.26 NA NA 0.00 18.46 48.20 12.42 11.82 8.55 14.83 13.82 35.96 40.73 24.35 12.80
Yield(%) 0.00 0.00 2.70 1.83 1.89 1.81 1.36 0.00 0.00 0.00 8.05 0.00 0.10 0.00 0.00 0.00 0.56 13.16 7.31
Data as of 01/05/2010, Common starting date is 06/18/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MCACX (MainStay Capital Appreciation C) -25.26%
Mar 2000 – Mar 2003
-11.70%
Apr 2000 – Apr 2005
-5.76%
Dec 1999 – Dec 2009
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MCACX (MainStay Capital Appreciation C) 13.65%
Feb 2003 – Feb 2006
10.14%
Sep 2002 – Sep 2007
-4.45%
Sep 1999 – Sep 2009
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return