Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSOBX (MainStay Small Cap Growth B) | NA | 18.03% | -11.72% | -5.05% | -6.03% | NA | NA | … | … |
Data as of 01/05/2010, Common starting date is 09/29/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSOBX (MainStay Small Cap Growth B) | 09/29/1998 | 01/05/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 18.03 | -11.72 | -5.05 | -6.03 | NA | NA | … | … | 0.00 | 20.05 | -41.35 | -4.16 | 5.54 | 2.28 | 8.15 | 40.25 | -29.39 | -19.34 | -20.17 | 104.41 | 15.36 |
| Sharpe Ratio | NA | 0.66 | -0.44 | -0.27 | -0.27 | NA | NA | … | … | 0.00 | 0.73 | -1.11 | -0.36 | 0.13 | 0.01 | 0.41 | 1.92 | -1.16 | -0.67 | -0.50 | 3.90 | 2.71 |
| Standard Deviation(%) | NA | 27.27 | 29.79 | 25.75 | 28.86 | NA | NA | … | … | NA | 27.34 | 38.04 | 20.17 | 17.43 | 17.81 | 17.53 | 20.62 | 26.37 | 32.89 | 48.49 | 25.96 | 26.22 |
| Draw Down(%) | NA | 24.28 | 60.20 | 60.20 | 77.65 | NA | NA | … | … | 0.00 | 24.28 | 51.57 | 16.14 | 17.56 | 14.08 | 19.48 | 14.11 | 38.52 | 37.91 | 51.27 | 13.03 | 17.79 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.14 | 0.21 | 0.16 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.32 | 0.00 | 0.00 |
Data as of 01/05/2010, Common starting date is 09/29/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSOBX (MainStay Small Cap Growth B) |
-31.86%
Feb 2000 – Feb 2003 |
-12.27%
Feb 2000 – Feb 2005 |
-6.65%
Dec 1999 – Dec 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSOBX (MainStay Small Cap Growth B) |
22.18%
Mar 2003 – Mar 2006 |
11.82%
Sep 2002 – Sep 2007 |
0.61%
Oct 1998 – Oct 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart