Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MVAIX (MainStay Value I) | NA | 17.14% | -7.72% | 0.05% | NA | NA | NA | … | … |
Data as of 01/05/2010, Common starting date is 01/15/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MVAIX (MainStay Value I) | 01/15/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 17.14 | -7.72 | 0.05 | NA | NA | NA | … | … | 0.00 | 19.46 | -36.18 | 1.92 | 18.91 | 5.94 | 9.31 |
| Sharpe Ratio | NA | 0.60 | -0.30 | -0.08 | NA | NA | NA | … | … | 0.00 | 0.68 | -0.93 | -0.07 | 1.61 | 0.38 | 0.83 |
| Standard Deviation(%) | NA | 28.52 | 30.08 | 24.30 | NA | NA | NA | … | … | NA | 28.62 | 39.79 | 15.87 | 9.75 | 9.93 | 10.58 |
| Draw Down(%) | NA | 28.86 | 57.38 | 57.38 | NA | NA | NA | … | … | 0.00 | 28.97 | 45.43 | 12.32 | 7.64 | 6.37 | 7.41 |
| Yield(%) | 0.00 | 1.55 | 4.75 | 6.37 | 3.47 | 2.32 | 1.74 | … | … | 0.00 | 1.54 | 1.58 | 11.82 | 13.83 | 0.84 | 1.12 |
Data as of 01/05/2010, Common starting date is 01/15/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVAIX (MainStay Value I) |
-15.96%
Feb 2006 – Feb 2009 |
-6.95%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVAIX (MainStay Value I) |
14.73%
May 2004 – May 2007 |
0.27%
Sep 2004 – Sep 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart