Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MMCEX (MainStay ESG Multi-Asset Allocation Fund Class C) | NA | 20.53% | 6.46% | 20.70% | 5.66% | 2.58% | NA | … | … |
Data as of 12/20/2013, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMCEX (MainStay ESG Multi-Asset Allocation Fund Class C) | 06/21/1996 | 12/20/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 20.53 | 6.46 | 20.70 | 5.66 | 2.58 | NA | … | … | 21.75 | 11.61 | -11.30 | 33.22 | 51.81 | -47.29 | 12.56 | 4.76 | 12.08 | 0.28 | 48.37 | -27.29 | -43.05 | -12.69 | 53.39 | -0.85 | 29.14 | 12.28 |
| Sharpe Ratio | NA | 1.36 | 0.31 | 0.75 | 0.18 | NA | NA | … | … | 1.49 | 0.70 | -0.41 | 1.37 | 1.31 | -1.05 | 0.54 | 0.08 | 0.79 | -0.04 | 2.03 | -0.97 | -1.00 | -0.34 | 2.00 | -0.20 | -1.78 | 2.01 |
| Standard Deviation(%) | NA | 15.06 | 20.60 | 26.39 | 26.06 | NA | NA | … | … | 15.01 | 16.57 | 27.55 | 24.17 | 39.59 | 45.70 | 17.73 | 17.61 | 12.52 | 17.10 | 23.49 | 29.27 | 46.00 | 48.55 | 25.07 | 20.66 | 14.57 | 10.48 |
| Draw Down(%) | NA | 8.86 | 23.50 | 31.54 | 62.61 | NA | NA | … | … | 8.86 | 12.82 | 23.50 | 14.85 | 31.54 | 57.49 | 14.29 | 18.47 | 7.37 | 24.35 | 11.82 | 39.50 | 52.58 | 41.94 | 13.57 | 37.43 | 8.77 | 7.18 |
| Yield(%) | 0.00 | 39.43 | 13.16 | 16.82 | 5.70 | 5.22 | 5.84 | … | … | 38.66 | 0.00 | 0.00 | 0.35 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.29 | 0.00 | 0.48 | 28.07 | 2.54 | 7.77 | 28.13 | 0.33 |
Data as of 12/20/2013, 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 |
|---|---|---|---|---|
| MMCEX (MainStay ESG Multi-Asset Allocation Fund Class C) |
-33.25%
Feb 2000 – Feb 2003 |
-15.10%
Mar 2000 – Mar 2005 |
-7.13%
Feb 2000 – Feb 2010 |
0.60%
Apr 1998 – Apr 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMCEX (MainStay ESG Multi-Asset Allocation Fund Class C) |
36.24%
Feb 2009 – Feb 2012 |
19.56%
Nov 2008 – Nov 2013 |
8.01%
Mar 2003 – Mar 2013 |
4.01%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart