Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MOVRX (MAINSTAY EPOCH U.S. SMALL CAP FUND CLASS R3) | NA | 4.78% | -2.36% | 3.08% | NA | NA | NA | … | … |
Data as of 02/26/2024, Common starting date is 03/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MOVRX (MAINSTAY EPOCH U.S. SMALL CAP FUND CLASS R3) | 03/02/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.42 | 4.78 | -2.36 | 3.08 | NA | NA | NA | … | … | 0.93 | 10.31 | -19.48 | 16.89 | 9.37 | 16.97 | -16.88 | 14.94 | 19.48 |
| Sharpe Ratio | NA | 0.07 | -0.18 | 0.06 | NA | NA | NA | … | … | 0.11 | 0.30 | -0.72 | 0.73 | 0.21 | 0.97 | -1.14 | 1.34 | 1.63 |
| Standard Deviation(%) | NA | 20.79 | 24.19 | 28.25 | NA | NA | NA | … | … | 23.37 | 20.24 | 29.03 | 22.98 | 43.75 | 15.97 | 16.05 | 10.72 | 14.43 |
| Draw Down(%) | NA | 19.48 | 33.38 | 45.31 | NA | NA | NA | … | … | 6.46 | 22.37 | 27.44 | 11.94 | 45.31 | 11.51 | 24.75 | 7.75 | 7.69 |
| Yield(%) | 0.00 | 0.00 | 8.57 | 6.43 | 6.07 | 4.04 | 3.03 | … | … | 0.00 | 0.00 | 1.46 | 27.97 | 0.00 | 0.00 | 12.91 | 9.03 | 0.26 |
Data as of 02/26/2024, Common starting date is 03/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOVRX (MAINSTAY EPOCH U.S. SMALL CAP FUND CLASS R3) |
-10.95%
Mar 2017 – Mar 2020 |
-1.13%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOVRX (MAINSTAY EPOCH U.S. SMALL CAP FUND CLASS R3) |
15.82%
Mar 2020 – Mar 2023 |
9.80%
Apr 2016 – Apr 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart