Performance Comparison
Comparison Box

Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/23/2021.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
MATIX (MAINSTAY EPOCH U.S. ALL CAP FUND CLASS I) NA -74.55% -38.46% -20.93% -7.18% -4.33% -2.99% 0.72%
More Performance Analytics Comparison
Name Start Date End Date
MATIX (MAINSTAY EPOCH U.S. ALL CAP FUND CLASS I) 12/31/1991 04/23/2021
The return data shown below all have the same latest date: 04/23/2021.
AR inception is since 12/31/1991.
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991
Annualized Return (%) -42.90 -74.55 -38.46 -20.93 -7.18 -4.33 -2.99 0.72 -82.20 10.29 31.44 -10.85 22.73 9.19 -2.37 13.50 36.01 11.17 0.70 16.11 35.30 -43.91 15.27 4.69 15.49 6.81 27.17 -30.77 -23.37 -11.57 25.33 40.50 24.73 21.62 37.86 -4.96 -2.11 -11.81 0.00
Sharpe Ratio NA -0.52 -0.45 -0.32 -0.15 NA NA -0.03 -0.38 0.26 2.09 -0.67 2.80 0.63 -0.15 1.16 3.24 0.85 0.03 0.84 1.44 -1.14 0.71 0.10 0.93 0.45 1.48 -1.25 -1.02 -0.53 1.00 1.49 1.06 1.18 2.51 -0.49 -0.22 -0.56 NA
Standard Deviation(%) NA 144.83 86.59 67.53 49.16 NA NA 33.70 260.43 38.42 14.40 18.25 7.92 14.11 15.56 11.58 11.12 13.16 25.60 19.15 24.42 39.16 17.28 14.47 14.34 13.17 17.94 25.49 25.61 29.44 22.05 24.88 19.85 15.25 13.53 16.01 19.10 25.36 0.00
Draw Down(%) NA 83.11 83.11 83.11 83.11 NA NA 83.11 83.11 42.06 7.84 22.97 3.53 12.59 13.60 7.77 5.07 11.20 23.50 18.12 18.41 53.18 11.68 13.95 10.36 14.70 13.63 34.99 40.51 24.55 13.09 26.15 13.41 14.31 6.25 16.92 13.88 31.78 0.00
Yield(%) 0.00 0.36 6.17 8.05 8.60 6.32 5.01 7.87 0.00 0.28 13.01 7.21 14.16 4.54 11.33 10.15 8.85 12.50 4.37 0.52 0.62 0.00 8.92 0.00 0.00 0.00 0.00 0.18 0.00 12.47 11.19 8.68 8.89 4.95 0.14 0.04 0.00 0.12 0.00
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MATIX (MAINSTAY EPOCH U.S. ALL CAP FUND CLASS I) -29.16%
Feb 2018 - Feb 2021 		-12.32%
Mar 2016 - Mar 2021 		-5.63%
Feb 1999 - Feb 2009 		-1.14%
Feb 2006 - Feb 2021
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MATIX (MAINSTAY EPOCH U.S. ALL CAP FUND CLASS I) 34.06%
Mar 1997 - Mar 2000 		29.79%
Dec 1994 - Dec 1999 		14.49%
Feb 2009 - Feb 2019 		9.84%
Jan 2003 - Jan 2018
Annualized Rolling Returns Comparison Chart