Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MOTBX (MAINSTAY EPOCH U.S. SMALL CAP FUND CLASS B) | NA | 20.51% | 4.61% | -0.98% | 1.14% | 5.00% | 3.40% | … | … |
Data as of 02/20/2025, Common starting date is 01/13/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MOTBX (MAINSTAY EPOCH U.S. SMALL CAP FUND CLASS B) | 01/13/2004 | 02/20/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.15 | 20.51 | 4.61 | -0.98 | 1.14 | 5.00 | 3.40 | … | … | 5.56 | 16.21 | 8.08 | -20.00 | -18.05 | 8.67 | 16.14 | -17.46 | 14.22 | 14.55 | -5.07 | 5.02 | 35.96 | 11.16 | -4.02 | 22.92 | 47.05 | -37.38 | -18.06 | 11.64 | 9.79 | 19.61 |
| Sharpe Ratio | NA | 0.74 | 0.00 | -0.11 | -0.02 | NA | NA | … | … | 3.05 | 0.48 | 0.19 | -0.74 | -0.46 | 0.19 | 0.92 | -1.17 | 1.27 | 0.89 | -0.34 | 0.37 | 2.80 | 0.72 | -0.14 | 1.08 | 1.19 | -0.80 | -0.95 | 0.50 | 0.51 | 1.21 |
| Standard Deviation(%) | NA | 18.98 | 23.08 | 32.09 | 24.97 | NA | NA | … | … | 15.21 | 20.14 | 20.27 | 29.02 | 39.62 | 43.72 | 15.99 | 16.08 | 10.76 | 16.03 | 14.86 | 13.70 | 12.84 | 15.66 | 29.55 | 21.11 | 39.42 | 47.44 | 22.18 | 16.74 | 15.08 | 16.04 |
| Draw Down(%) | NA | 10.10 | 30.26 | 53.58 | 53.58 | NA | NA | … | … | 4.26 | 9.97 | 22.72 | 27.83 | 37.44 | 45.35 | 11.87 | 24.99 | 7.81 | 12.94 | 11.93 | 10.72 | 5.60 | 12.91 | 26.52 | 18.03 | 36.32 | 52.16 | 26.14 | 13.77 | 10.67 | 12.71 |
| Yield(%) | 0.00 | 0.00 | 0.41 | 0.20 | 2.83 | 3.50 | 3.05 | … | … | 0.00 | 0.00 | 0.00 | 1.12 | 0.00 | 0.00 | 0.00 | 14.53 | 10.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.11 | 0.00 | 0.02 | 0.00 | 0.94 | 10.13 | 0.00 | 10.31 | 16.76 |
Data as of 02/20/2025, Common starting date is 01/13/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOTBX (MAINSTAY EPOCH U.S. SMALL CAP FUND CLASS B) |
-25.77%
Feb 2006 – Feb 2009 |
-11.28%
Feb 2004 – Feb 2009 |
-1.82%
Oct 2013 – Oct 2023 |
0.94%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOTBX (MAINSTAY EPOCH U.S. SMALL CAP FUND CLASS B) |
36.03%
Feb 2009 – Feb 2012 |
28.48%
Feb 2009 – Feb 2014 |
15.76%
Feb 2009 – Feb 2019 |
8.67%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart