Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MMRRX (MainStay Mid Cap Value R2) | NA | 20.20% | -6.25% | 0.63% | NA | NA | NA | … | … |
Data as of 01/05/2010, Common starting date is 01/09/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMRRX (MainStay Mid Cap Value R2) | 01/09/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 20.20 | -6.25 | 0.63 | NA | NA | NA | … | … | 0.00 | 22.70 | -32.39 | -1.64 | 14.95 | 5.75 | 13.66 |
| Sharpe Ratio | NA | 0.69 | -0.25 | -0.05 | NA | NA | NA | … | … | 0.00 | 0.77 | -0.83 | -0.30 | 1.12 | 0.27 | 1.02 |
| Standard Deviation(%) | NA | 29.24 | 30.34 | 24.88 | NA | NA | NA | … | … | NA | 29.28 | 39.88 | 15.43 | 10.48 | 13.18 | 12.74 |
| Draw Down(%) | NA | 26.55 | 55.28 | 55.28 | NA | NA | NA | … | … | 0.00 | 26.55 | 48.32 | 14.83 | 8.42 | 13.15 | 7.46 |
| Yield(%) | 0.00 | 1.69 | 6.16 | 8.34 | 4.65 | 3.10 | 2.32 | … | … | 0.00 | 1.69 | 1.30 | 16.33 | 15.04 | 7.02 | 1.59 |
Data as of 01/05/2010, Common starting date is 01/09/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMRRX (MainStay Mid Cap Value R2) |
-14.66%
Feb 2006 – Feb 2009 |
-5.24%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMRRX (MainStay Mid Cap Value R2) |
15.70%
May 2004 – May 2007 |
0.94%
Sep 2004 – Sep 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart