Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MOPRX (MAINSTAY EPOCH U.S. SMALL CAP FUND CLASS R1) | NA | 5.34% | -1.89% | 3.59% | 4.66% | NA | NA | … | … |
Data as of 02/26/2024, Common starting date is 08/01/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MOPRX (MAINSTAY EPOCH U.S. SMALL CAP FUND CLASS R1) | 08/01/2012 | 02/26/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.43 | 5.34 | -1.89 | 3.59 | 4.66 | NA | NA | … | … | 1.00 | 10.87 | -19.06 | 17.44 | 9.93 | 17.56 | -16.48 | 15.54 | 15.84 | -3.94 | 6.42 | 37.67 | 11.04 |
| Sharpe Ratio | NA | 0.09 | -0.16 | 0.07 | 0.16 | NA | NA | … | … | 0.13 | 0.33 | -0.71 | 0.76 | 0.22 | 1.01 | -1.11 | 1.40 | 0.98 | -0.27 | 0.47 | 2.93 | 2.24 |
| Standard Deviation(%) | NA | 20.81 | 24.17 | 28.25 | 22.42 | NA | NA | … | … | 23.52 | 20.24 | 28.99 | 22.97 | 43.78 | 15.99 | 16.05 | 10.72 | 16.01 | 14.84 | 13.68 | 12.85 | 13.02 |
| Draw Down(%) | NA | 19.37 | 32.73 | 45.26 | 48.11 | NA | NA | … | … | 6.48 | 22.04 | 27.20 | 11.77 | 45.26 | 11.32 | 24.62 | 7.71 | 12.84 | 11.77 | 10.39 | 5.48 | 8.23 |
| Yield(%) | 0.00 | 0.28 | 8.37 | 6.40 | 6.09 | 6.19 | 4.64 | … | … | 0.00 | 0.30 | 1.75 | 26.80 | 0.00 | 0.49 | 12.84 | 8.83 | 0.62 | 0.27 | 0.31 | 0.00 | 0.54 |
Data as of 02/26/2024, Common starting date is 08/01/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOPRX (MAINSTAY EPOCH U.S. SMALL CAP FUND CLASS R1) |
-10.49%
Mar 2017 – Mar 2020 |
-4.14%
Mar 2015 – Mar 2020 |
2.86%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOPRX (MAINSTAY EPOCH U.S. SMALL CAP FUND CLASS R1) |
16.35%
Mar 2020 – Mar 2023 |
14.03%
Nov 2012 – Nov 2017 |
7.81%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart