Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FCIZX (MainStay PineStone International Eq R3) NA 73.62% 19.72% 14.18% 7.67% 6.74% NA
Data as of 02/26/2024, Common starting date is 10/11/2005
More Performance Analytics Comparison
Name Start Date End Date
FCIZX (MainStay PineStone International Eq R3) 10/11/2005 02/26/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005
Annualized Return (%) 1.78 73.62 19.72 14.18 7.67 6.74 NA 6.03 68.27 -5.45 1.29 7.49 7.25 -0.04 2.05 2.22 0.53 2.77 -0.94 6.80 3.19 6.09 8.42 2.95 4.41 -0.40 -0.10
Sharpe Ratio NA 1.65 0.71 0.66 0.49 NA NA 3.35 1.53 -1.60 0.72 1.91 2.35 -0.67 0.67 0.84 0.17 1.35 -0.39 3.16 1.18 2.10 2.24 0.41 0.40 -1.28 -1.12
Standard Deviation(%) NA 42.34 24.71 19.26 13.69 NA NA 13.06 42.15 4.29 1.76 3.79 2.49 2.02 2.14 2.39 2.99 2.03 2.48 2.15 2.68 2.86 3.72 4.99 3.52 2.88 2.76
Draw Down(%) NA 10.67 10.67 10.67 10.67 NA NA 3.40 10.67 9.16 1.40 6.84 1.53 2.14 1.07 2.92 1.89 1.14 3.98 0.89 2.28 2.96 2.26 6.69 3.06 2.79 0.90
Yield(%) 0.00 3.36 3.30 4.40 3.14 3.54 3.00 0.00 3.83 3.02 3.59 9.38 2.25 2.07 1.95 1.93 1.87 2.26 1.51 4.22 3.84 5.98 4.10 4.34 2.26 0.00 0.00
Data as of 02/26/2024, Common starting date is 10/11/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FCIZX (MainStay PineStone International Eq R3) -0.09%
Oct 2019 – Oct 2022
0.77%
Apr 2013 – Apr 2018
1.34%
Oct 2012 – Oct 2022
2.82%
Oct 2007 – Oct 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FCIZX (MainStay PineStone International Eq R3) 17.63%
Jan 2021 – Jan 2024
13.19%
Dec 2018 – Dec 2023
7.19%
Jan 2014 – Jan 2024
6.37%
Jan 2009 – Jan 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return