Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MVRTX (MainStay Value R2) | NA | 16.77% | -8.06% | -0.31% | NA | NA | NA | … | … |
Data as of 01/05/2010, Common starting date is 01/09/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MVRTX (MainStay Value R2) | 01/09/2004 | 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 | 16.77 | -8.06 | -0.31 | NA | NA | NA | … | … | 0.00 | 19.08 | -36.43 | 1.51 | 18.42 | 5.65 | 9.96 |
| Sharpe Ratio | NA | 0.58 | -0.31 | -0.09 | NA | NA | NA | … | … | 0.00 | 0.66 | -0.94 | -0.10 | 1.55 | 0.35 | 0.88 |
| Standard Deviation(%) | NA | 28.53 | 30.06 | 24.30 | NA | NA | NA | … | … | NA | 28.63 | 39.72 | 15.92 | 9.79 | 9.93 | 10.53 |
| Draw Down(%) | NA | 28.96 | 57.71 | 57.71 | NA | NA | NA | … | … | 0.00 | 29.08 | 45.63 | 12.56 | 7.66 | 6.43 | 7.46 |
| Yield(%) | 0.00 | 1.16 | 4.42 | 6.03 | 3.31 | 2.21 | 1.65 | … | … | 0.00 | 1.16 | 1.32 | 11.32 | 13.48 | 0.66 | 1.04 |
Data as of 01/05/2010, Common starting date is 01/09/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVRTX (MainStay Value R2) |
-16.31%
Feb 2006 – Feb 2009 |
-7.25%
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 |
|---|---|---|---|---|
| MVRTX (MainStay Value R2) |
14.44%
May 2004 – May 2007 |
-0.10%
Sep 2004 – Sep 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart