Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSOAX (MAINSTAY COMMON STOCK FUND CLASS A) | 1.51% | -2.82% | 8.75% | 3.11% | 9.19% | 10.30% | 7.66% | … | … |
Data as of 06/05/2026, Common starting date is 08/19/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSOAX (MAINSTAY COMMON STOCK FUND CLASS A) | 08/19/1998 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.88 | -2.82 | 8.75 | 3.11 | 9.19 | 10.30 | 7.66 | … | … | 1.51 | -0.61 | 10.54 | 17.67 | -16.24 | 23.99 | 15.48 | 24.80 | -7.00 | 23.83 | 7.61 | 0.56 | 14.05 | 36.18 | 16.48 | 0.30 | 11.18 | 20.31 | -37.36 | 3.90 | 15.49 | 6.25 | 9.50 | 24.83 | -25.58 | -17.77 | -2.71 | 29.67 | 14.59 |
| Sharpe Ratio | NA | -0.43 | 0.40 | 0.03 | 0.42 | NA | NA | … | … | 0.08 | -0.22 | 0.57 | 1.02 | -0.80 | 1.66 | 0.44 | 1.83 | -0.47 | 3.07 | 0.55 | 0.03 | 1.17 | 3.10 | 1.25 | 0.01 | 0.60 | 0.78 | -0.93 | 0.05 | 1.14 | 0.36 | 0.75 | 1.54 | -1.17 | -1.05 | -0.31 | 1.61 | 1.74 |
| Standard Deviation(%) | NA | 12.72 | 13.80 | 16.09 | 17.94 | NA | NA | … | … | 14.06 | 15.96 | 12.21 | 13.88 | 22.19 | 14.41 | 34.85 | 12.77 | 18.08 | 7.58 | 13.51 | 15.83 | 12.01 | 11.67 | 13.24 | 23.65 | 18.49 | 25.99 | 41.28 | 16.62 | 10.64 | 10.96 | 11.42 | 15.68 | 22.80 | 19.48 | 22.27 | 16.36 | 23.79 |
| Draw Down(%) | NA | 11.43 | 14.69 | 25.86 | 34.01 | NA | NA | … | … | 10.64 | 10.81 | 9.69 | 10.39 | 21.27 | 10.24 | 34.01 | 7.86 | 21.37 | 2.47 | 11.58 | 11.82 | 8.85 | 5.52 | 10.50 | 19.69 | 16.16 | 26.19 | 48.40 | 11.03 | 8.49 | 7.55 | 8.35 | 11.71 | 30.79 | 29.24 | 15.40 | 10.88 | 12.64 |
| Yield(%) | 0.00 | 3.74 | 1.99 | 1.15 | 3.56 | 4.57 | 3.70 | … | … | 0.00 | 3.92 | 0.29 | 0.75 | 0.23 | 0.14 | 0.95 | 7.03 | 11.35 | 1.07 | 1.32 | 1.11 | 0.85 | 1.57 | 1.54 | 1.62 | 1.02 | 1.45 | 0.73 | 8.18 | 2.52 | 0.17 | 0.00 | 0.00 | 0.00 | 0.00 | 1.37 | 0.08 | 0.00 |
Data as of 06/05/2026, Common starting date is 08/19/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSOAX (MAINSTAY COMMON STOCK FUND CLASS A) |
-18.32%
Mar 2000 – Mar 2003 |
-6.87%
Feb 2004 – Feb 2009 |
-3.97%
Aug 2000 – Aug 2010 |
2.31%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSOAX (MAINSTAY COMMON STOCK FUND CLASS A) |
24.83%
Sep 2011 – Sep 2014 |
21.19%
Feb 2009 – Feb 2014 |
15.75%
Sep 2011 – Sep 2021 |
13.69%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart