Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBACX (MAINSTAY BALANCED FUND CLASS C) | 4.54% | 12.81% | 9.32% | 0.18% | 3.75% | 5.03% | 4.39% | … | … |
Data as of 06/04/2026, Common starting date is 01/23/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBACX (MAINSTAY BALANCED FUND CLASS C) | 01/23/2003 | 06/04/2026 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.87 | 12.81 | 9.32 | 0.18 | 3.75 | 5.03 | 4.39 | … | … | 4.54 | 5.34 | 2.60 | 6.08 | -7.09 | -6.39 | 7.44 | 15.27 | -8.58 | 8.59 | 8.88 | -3.82 | 9.45 | 20.37 | 10.86 | 1.54 | 12.34 | 21.06 | -26.11 | 1.44 | 9.51 | 3.31 | 11.76 | 21.56 |
| Sharpe Ratio | NA | 1.41 | 0.76 | -0.18 | 0.17 | NA | NA | … | … | 0.99 | 0.23 | -0.49 | 0.24 | -0.64 | -0.29 | 0.33 | 2.08 | -0.99 | 1.75 | 0.96 | -0.42 | 1.33 | 2.63 | 1.39 | 0.10 | 1.05 | 1.15 | -1.08 | -0.16 | 0.94 | 0.15 | 1.29 | 2.39 |
| Standard Deviation(%) | NA | 6.78 | 8.10 | 12.97 | 12.40 | NA | NA | … | … | 7.28 | 10.83 | 8.21 | 7.82 | 13.32 | 21.82 | 21.48 | 6.66 | 10.03 | 4.57 | 9.04 | 9.17 | 7.09 | 7.74 | 7.81 | 14.83 | 11.71 | 18.25 | 24.97 | 9.69 | 6.68 | 7.58 | 8.38 | 9.38 |
| Draw Down(%) | NA | 4.84 | 8.79 | 29.19 | 29.19 | NA | NA | … | … | 4.84 | 8.03 | 8.85 | 7.42 | 13.95 | 20.88 | 25.97 | 4.20 | 14.27 | 2.14 | 7.61 | 8.77 | 5.34 | 4.87 | 5.96 | 13.41 | 9.52 | 18.39 | 36.96 | 9.30 | 5.05 | 6.00 | 7.61 | 4.80 |
| Yield(%) | 0.00 | 5.33 | 4.08 | 2.02 | 3.23 | 4.26 | 3.82 | … | … | 0.00 | 5.92 | 4.97 | 1.09 | 0.41 | 0.24 | 2.46 | 3.03 | 6.83 | 6.06 | 1.98 | 5.21 | 8.90 | 7.55 | 0.21 | 0.26 | 0.84 | 0.32 | 0.97 | 7.21 | 3.67 | 5.28 | 2.45 | 0.48 |
Data as of 06/04/2026, Common starting date is 01/23/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBACX (MAINSTAY BALANCED FUND CLASS C) |
-10.84%
Feb 2006 – Feb 2009 |
-4.32%
Feb 2004 – Feb 2009 |
2.01%
Oct 2013 – Oct 2023 |
3.03%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBACX (MAINSTAY BALANCED FUND CLASS C) |
18.10%
Feb 2009 – Feb 2012 |
16.19%
Feb 2009 – Feb 2014 |
9.91%
Feb 2009 – Feb 2019 |
6.90%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart