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
MEIBX (MainStay Mid Cap Value B) NA 18.62% -7.26% -0.35% 4.43% NA NA
Data as of 01/05/2010, Common starting date is 06/30/1999
More Performance Analytics Comparison
Name Start Date End Date
MEIBX (MainStay Mid Cap Value B) 06/30/1999 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 18.62 -7.26 -0.35 4.43 NA NA 0.00 21.09 -33.09 -2.48 14.06 4.90 14.92 28.02 -14.36 4.19 21.91 -2.16
Sharpe Ratio NA 0.63 -0.28 -0.09 0.12 NA NA 0.00 0.72 -0.85 -0.36 1.03 0.21 1.11 1.83 -0.74 0.13 1.16 -0.65
Standard Deviation(%) NA 29.18 30.33 24.88 21.03 NA NA NA 29.22 39.92 15.37 10.50 13.17 12.58 14.89 20.85 14.40 15.36 11.67
Draw Down(%) NA 26.69 56.07 56.07 56.07 NA NA 0.00 26.69 48.63 15.24 8.49 13.28 7.63 14.26 31.77 18.54 12.70 9.53
Yield(%) 0.00 0.00 5.66 8.05 7.06 4.65 3.49 0.00 0.00 0.45 16.49 15.51 7.17 1.65 0.00 0.49 1.70 10.63 6.57
Data as of 01/05/2010, Common starting date is 06/30/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MEIBX (MainStay Mid Cap Value B) -15.45%
Feb 2006 – Feb 2009
-6.07%
Feb 2004 – Feb 2009
3.19%
Jul 1999 – Jul 2009
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MEIBX (MainStay Mid Cap Value B) 20.58%
Mar 2003 – Mar 2006
13.79%
Sep 2002 – Sep 2007
4.61%
Nov 1999 – Nov 2009
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return