Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSOIX (MAINSTAY COMMON STOCK FUND CLASS I) | 1.64% | -2.59% | 9.02% | 3.39% | 9.47% | 10.58% | 7.98% | … | … |
Data as of 06/05/2026, Common starting date is 01/06/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSOIX (MAINSTAY COMMON STOCK FUND CLASS I) | 01/06/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.87 | -2.59 | 9.02 | 3.39 | 9.47 | 10.58 | 7.98 | … | … | 1.64 | -3.32 | 11.00 | 17.77 | -16.02 | 24.38 | 15.81 | 25.07 | -6.75 | 24.15 | 7.86 | 0.86 | 14.27 | 36.59 | 16.75 | 0.56 | 11.44 | 20.72 | -37.09 | 4.59 | 16.22 | 9.35 |
| Sharpe Ratio | NA | -0.41 | 0.42 | 0.04 | 0.44 | NA | NA | … | … | 0.10 | -0.37 | 0.60 | 1.03 | -0.79 | 1.69 | 0.44 | 1.84 | -0.45 | 3.11 | 0.57 | 0.05 | 1.19 | 3.15 | 1.28 | 0.02 | 0.61 | 0.79 | -0.92 | 0.09 | 1.21 | 0.66 |
| Standard Deviation(%) | NA | 12.70 | 13.80 | 16.09 | 17.94 | NA | NA | … | … | 14.06 | 16.82 | 12.21 | 13.88 | 22.20 | 14.38 | 34.86 | 12.82 | 18.05 | 7.58 | 13.48 | 15.81 | 11.99 | 11.61 | 13.13 | 23.63 | 18.49 | 25.96 | 41.28 | 16.68 | 10.61 | 10.88 |
| Draw Down(%) | NA | 11.31 | 14.43 | 25.73 | 34.00 | NA | NA | … | … | 10.62 | 11.95 | 9.66 | 10.32 | 21.21 | 10.17 | 34.00 | 7.87 | 21.33 | 2.42 | 11.55 | 11.82 | 8.82 | 5.51 | 10.49 | 19.58 | 16.13 | 26.16 | 48.18 | 10.99 | 8.40 | 7.47 |
| Yield(%) | 0.00 | 3.97 | 2.28 | 1.39 | 3.91 | 5.07 | 4.13 | … | … | 0.00 | 4.16 | 0.57 | 1.01 | 0.46 | 0.36 | 1.16 | 7.30 | 11.57 | 1.35 | 1.59 | 1.35 | 1.04 | 1.84 | 1.82 | 1.88 | 1.27 | 1.73 | 0.98 | 8.79 | 3.23 | 0.89 |
Data as of 06/05/2026, Common starting date is 01/06/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSOIX (MAINSTAY COMMON STOCK FUND CLASS I) |
-15.29%
Feb 2006 – Feb 2009 |
-3.27%
May 2007 – May 2012 |
5.57%
Oct 2006 – Oct 2016 |
6.45%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSOIX (MAINSTAY COMMON STOCK FUND CLASS I) |
25.13%
Sep 2011 – Sep 2014 |
21.52%
Feb 2009 – Feb 2014 |
16.04%
Sep 2011 – Sep 2021 |
13.99%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart