Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MSPIX (MAINSTAY S&P 500 INDEX FUND CLASS I) | -5.76% | 6.34% | 4.70% | 9.51% | 8.91% | 10.49% | 8.49% | 8.92% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSPIX (MAINSTAY S&P 500 INDEX FUND CLASS I) | 12/31/1991 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 12/31/1991.
AR inception is since 12/31/1991.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 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 (%) | 7.12 | 6.34 | 4.70 | 9.51 | 8.91 | 10.49 | 8.49 | 8.92 | -5.76 | 19.84 | 22.25 | -24.79 | 23.90 | 9.67 | 31.02 | -4.47 | 21.38 | 11.62 | 1.03 | 13.28 | 31.93 | 15.64 | 1.80 | 14.63 | 26.14 | -37.12 | 5.19 | 15.51 | 4.61 | 10.61 | 26.89 | -21.88 | -12.00 | -9.03 | 20.83 | 28.62 | 32.88 | 22.57 | 34.26 | -0.01 | 7.35 | 6.61 | 0.00 |
| Sharpe Ratio | NA | 0.00 | 0.02 | 0.38 | 0.38 | NA | NA | 0.38 | -0.70 | 0.99 | 1.34 | -1.03 | 1.80 | 0.27 | 2.37 | -0.34 | 3.13 | 0.87 | 0.06 | 1.17 | 2.88 | 1.23 | 0.07 | 0.79 | 0.96 | -0.93 | 0.14 | 1.23 | 0.24 | 0.87 | 1.54 | -0.89 | -0.69 | -0.59 | 0.97 | 1.26 | 1.61 | 1.61 | 3.79 | -0.30 | 0.60 | 0.44 | NA |
| Standard Deviation(%) | NA | 19.79 | 19.46 | 18.80 | 18.86 | NA | NA | 18.44 | 28.64 | 13.34 | 13.53 | 25.60 | 13.24 | 35.43 | 12.52 | 17.12 | 6.66 | 13.14 | 15.45 | 11.37 | 11.08 | 12.75 | 23.55 | 18.29 | 27.07 | 40.94 | 16.02 | 10.02 | 10.27 | 11.06 | 16.97 | 25.92 | 20.94 | 22.17 | 18.16 | 20.12 | 18.12 | 11.76 | 8.03 | 9.94 | 8.73 | 9.59 | 0.00 |
| Draw Down(%) | NA | 20.99 | 20.99 | 27.46 | 33.78 | NA | NA | 55.33 | 18.76 | 8.46 | 9.98 | 26.38 | 6.83 | 33.78 | 6.65 | 19.27 | 2.60 | 10.27 | 12.03 | 7.32 | 5.61 | 9.61 | 18.76 | 15.66 | 27.15 | 47.72 | 9.87 | 7.46 | 7.00 | 7.56 | 13.76 | 32.89 | 29.14 | 16.47 | 11.83 | 19.16 | 10.80 | 7.43 | 2.81 | 8.58 | 4.87 | 5.59 | 0.00 |
| Yield(%) | 0.00 | 1.29 | 1.31 | 1.70 | 6.51 | 8.31 | 6.98 | 11.60 | 0.00 | 1.38 | 1.57 | 1.15 | 1.36 | 1.44 | 19.29 | 12.21 | 15.91 | 10.08 | 5.50 | 1.96 | 2.02 | 1.95 | 1.70 | 1.72 | 1.94 | 1.75 | 1.80 | 1.82 | 1.62 | 1.62 | 0.00 | 1.50 | 5.40 | 7.35 | 6.47 | 5.14 | 4.33 | 4.45 | 2.55 | 2.38 | 4.64 | 2.51 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSPIX (MAINSTAY S&P 500 INDEX FUND CLASS I) |
-16.00%
Mar 2000 - Mar 2003 |
-6.86%
Feb 2004 - Feb 2009 |
-3.68%
Feb 1999 - Feb 2009 |
3.45%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSPIX (MAINSTAY S&P 500 INDEX FUND CLASS I) |
31.42%
Mar 1995 - Mar 1998 |
27.72%
Dec 1994 - Dec 1999 |
16.31%
Feb 2009 - Feb 2019 |
13.98%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart