Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MKVAX (MainStay Value B) | NA | 15.69% | -8.84% | -1.12% | 1.14% | NA | NA | … | … |
Data as of 01/05/2010, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MKVAX (MainStay Value B) | 06/21/1996 | 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 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.69 | -8.84 | -1.12 | 1.14 | NA | NA | … | … | 0.00 | 18.10 | -37.03 | 0.73 | 17.48 | 4.86 | 9.74 | 26.74 | -22.77 | -2.44 | 11.02 | 7.51 | -8.23 | 21.16 | 13.47 |
| Sharpe Ratio | NA | 0.55 | -0.34 | -0.13 | -0.04 | NA | NA | … | … | 0.00 | 0.63 | -0.95 | -0.15 | 1.44 | 0.26 | 0.84 | 1.64 | -1.00 | -0.31 | 0.38 | 0.28 | -0.72 | 1.36 | 2.62 |
| Standard Deviation(%) | NA | 28.49 | 29.83 | 23.93 | 20.89 | NA | NA | … | … | NA | 28.64 | 39.86 | 15.87 | 9.78 | 9.94 | 10.44 | 15.87 | 23.90 | 16.02 | 17.98 | 14.60 | 16.17 | 12.82 | 8.95 |
| Draw Down(%) | NA | 29.03 | 58.28 | 58.28 | 58.28 | NA | NA | … | … | 0.00 | 29.21 | 46.10 | 12.75 | 7.73 | 6.52 | 7.79 | 14.44 | 35.87 | 18.17 | 16.69 | 15.81 | 26.99 | 8.50 | 6.99 |
| Yield(%) | 0.00 | 0.29 | 4.00 | 5.46 | 3.75 | 4.85 | 3.64 | … | … | 0.00 | 0.29 | 0.50 | 11.28 | 12.66 | 0.28 | 0.00 | 0.24 | 0.98 | 0.64 | 5.30 | 1.94 | 12.62 | 14.02 | 8.91 |
Data as of 01/05/2010, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MKVAX (MainStay Value B) |
-17.01%
Feb 2006 – Feb 2009 |
-8.03%
Feb 2004 – Feb 2009 |
-2.11%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MKVAX (MainStay Value B) |
17.66%
Mar 2003 – Mar 2006 |
14.65%
Sep 2002 – Sep 2007 |
6.35%
Jul 1996 – Jul 2006 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart