Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSHZX (MAINSTAY CUSHING MLP PREMIER FUND CLASS I) | 23.98% | 26.17% | 27.69% | 21.02% | 9.53% | 6.37% | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/20/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSHZX (MAINSTAY CUSHING MLP PREMIER FUND CLASS I) | 10/20/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.22 | 26.17 | 27.69 | 21.02 | 9.53 | 6.37 | NA | … | … | 23.98 | 3.70 | 41.96 | 15.20 | 24.20 | 38.80 | -28.06 | 12.37 | -12.70 | -10.82 | 25.99 | -33.54 | 3.42 | 21.46 | 0.44 | 2.49 | 3.40 |
| Sharpe Ratio | NA | 1.60 | 1.42 | 0.94 | 0.30 | NA | NA | … | … | 3.80 | 0.04 | 2.68 | 0.71 | 0.83 | 1.79 | -0.46 | 0.69 | -0.68 | -0.68 | 0.69 | -1.16 | 0.26 | 2.62 | 0.05 | 0.15 | 3.48 |
| Standard Deviation(%) | NA | 14.67 | 17.15 | 20.13 | 26.92 | NA | NA | … | … | 16.46 | 21.00 | 14.28 | 16.28 | 27.61 | 21.70 | 61.28 | 15.72 | 20.84 | 16.98 | 37.14 | 28.82 | 13.06 | 8.19 | 7.78 | 16.85 | 5.24 |
| Draw Down(%) | NA | 6.89 | 18.32 | 19.90 | 71.00 | NA | NA | … | … | 6.80 | 18.32 | 9.99 | 10.75 | 19.90 | 13.05 | 65.38 | 16.43 | 25.93 | 24.29 | 33.22 | 43.51 | 16.08 | 4.91 | 10.69 | 16.60 | 1.80 |
| Yield(%) | 0.47 | 10.89 | 11.09 | 10.74 | 6.96 | 5.47 | 4.15 | … | … | 2.73 | 10.62 | 8.10 | 8.83 | 9.80 | 14.47 | 8.91 | 9.13 | 10.50 | 8.86 | 11.47 | 6.11 | 4.77 | 6.80 | 6.50 | 3.15 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/20/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSHZX (MAINSTAY CUSHING MLP PREMIER FUND CLASS I) |
-26.80%
Mar 2017 – Mar 2020 |
-19.16%
Mar 2015 – Mar 2020 |
-3.78%
Nov 2010 – Nov 2020 |
4.70%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSHZX (MAINSTAY CUSHING MLP PREMIER FUND CLASS I) |
39.07%
Mar 2020 – Mar 2023 |
35.76%
Mar 2020 – Mar 2025 |
12.45%
Feb 2016 – Feb 2026 |
6.06%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart