Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MOTRX (MAINSTAY EPOCH U.S. SMALL CAP FUND CLASS R2) | NA | 5.06% | -2.13% | 3.89% | 4.75% | NA | NA | … | … |
Data as of 02/26/2024, Common starting date is 08/01/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MOTRX (MAINSTAY EPOCH U.S. SMALL CAP FUND CLASS R2) | 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 (%) | 0.41 | 5.06 | -2.13 | 3.89 | 4.75 | NA | NA | … | … | 0.96 | 10.59 | -19.29 | 17.20 | 9.64 | 21.52 | -16.67 | 15.23 | 15.56 | -4.18 | 6.01 | 37.26 | 10.94 |
| Sharpe Ratio | NA | 0.08 | -0.17 | 0.08 | 0.17 | NA | NA | … | … | 0.12 | 0.32 | -0.71 | 0.75 | 0.21 | 1.24 | -1.12 | 1.37 | 0.96 | -0.28 | 0.44 | 2.89 | 2.21 |
| Standard Deviation(%) | NA | 20.78 | 24.20 | 28.28 | 22.44 | NA | NA | … | … | 23.35 | 20.25 | 29.03 | 22.99 | 43.77 | 16.18 | 16.05 | 10.71 | 16.03 | 14.84 | 13.64 | 12.86 | 13.08 |
| Draw Down(%) | NA | 19.43 | 33.05 | 45.29 | 46.43 | NA | NA | … | … | 6.46 | 22.21 | 27.30 | 11.85 | 45.29 | 11.36 | 24.69 | 7.75 | 12.87 | 11.82 | 10.45 | 5.51 | 8.25 |
| Yield(%) | 0.00 | 0.05 | 8.57 | 7.01 | 6.41 | 6.48 | 4.86 | … | … | 0.00 | 0.05 | 1.63 | 27.78 | 0.00 | 4.29 | 12.97 | 9.04 | 0.36 | 0.02 | 0.00 | 0.00 | 0.27 |
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 |
|---|---|---|---|---|
| MOTRX (MAINSTAY EPOCH U.S. SMALL CAP FUND CLASS R2) |
-9.65%
Mar 2017 – Mar 2020 |
-3.70%
Mar 2015 – Mar 2020 |
2.96%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOTRX (MAINSTAY EPOCH U.S. SMALL CAP FUND CLASS R2) |
16.09%
Mar 2020 – Mar 2023 |
13.71%
Nov 2012 – Nov 2017 |
7.92%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart