Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRTVX (MAINSTAY RETIREMENT 2030 FUND CLASS R3) | NA | -37.52% | -11.13% | -5.63% | 1.50% | NA | NA | … | … |
Data as of 04/02/2020, Common starting date is 05/06/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRTVX (MAINSTAY RETIREMENT 2030 FUND CLASS R3) | 05/06/2008 | 04/02/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -37.52 | -11.13 | -5.63 | 1.50 | NA | NA | … | … | 0.00 | -31.00 | -8.63 | 12.26 | 9.78 | -1.38 | 2.57 | 22.18 | 16.20 | -2.78 | 12.81 | 27.69 | -34.54 |
| Sharpe Ratio | NA | -0.82 | -0.43 | -0.28 | 0.07 | NA | NA | … | … | 0.00 | -0.68 | -0.83 | 1.76 | 0.84 | -0.13 | 0.27 | 2.44 | 1.50 | -0.14 | 0.85 | 1.33 | -1.29 |
| Standard Deviation(%) | NA | 47.17 | 28.38 | 23.08 | 18.88 | NA | NA | … | … | NA | 47.45 | 12.03 | 6.62 | 11.28 | 10.84 | 9.30 | 9.09 | 10.88 | 20.07 | 14.99 | 20.78 | 37.50 |
| Draw Down(%) | NA | 38.63 | 39.96 | 39.96 | 39.96 | NA | NA | … | … | 0.00 | 38.63 | 16.32 | 4.12 | 10.44 | 10.85 | 6.93 | 6.03 | 9.72 | 19.42 | 12.70 | 20.29 | 40.38 |
| Yield(%) | 0.00 | 0.00 | 5.11 | 4.53 | 5.01 | 2.95 | 2.21 | … | … | 0.00 | 0.00 | 8.80 | 6.31 | 4.13 | 3.85 | 3.11 | 3.57 | 3.65 | 7.98 | 1.96 | 0.00 | 0.00 |
Data as of 04/02/2020, Common starting date is 05/06/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRTVX (MAINSTAY RETIREMENT 2030 FUND CLASS R3) |
-11.15%
Mar 2017 – Mar 2020 |
-5.72%
Feb 2015 – Feb 2020 |
1.64%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRTVX (MAINSTAY RETIREMENT 2030 FUND CLASS R3) |
19.51%
Feb 2009 – Feb 2012 |
16.89%
Feb 2009 – Feb 2014 |
10.65%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart