Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBCRX (MAINSTAY BALANCED FUND CLASS R2) | NA | 7.10% | 4.50% | 6.25% | 5.61% | 9.19% | 5.97% | … | … |
Data as of 02/26/2024, Common starting date is 01/13/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBCRX (MAINSTAY BALANCED FUND CLASS R2) | 01/13/2004 | 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 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.94 | 7.10 | 4.50 | 6.25 | 5.61 | 9.19 | 5.97 | … | … | 0.50 | 7.20 | -6.16 | 16.75 | 7.35 | 16.28 | -7.82 | 9.65 | 9.74 | -3.03 | 10.28 | 21.41 | 11.83 | 2.37 | 13.13 | 22.17 | -25.48 | 2.25 | 10.42 | 4.21 | 11.16 |
| Sharpe Ratio | NA | 0.42 | 0.24 | 0.37 | 0.43 | NA | NA | … | … | -0.04 | 0.38 | -0.57 | 1.99 | 0.33 | 2.23 | -0.91 | 1.98 | 1.06 | -0.33 | 1.45 | 2.77 | 1.52 | 0.16 | 1.11 | 1.18 | -1.05 | -0.08 | 1.08 | 0.27 | 1.25 |
| Standard Deviation(%) | NA | 7.51 | 10.00 | 12.69 | 10.68 | NA | NA | … | … | 6.56 | 7.83 | 13.35 | 8.42 | 21.26 | 6.66 | 10.04 | 4.57 | 9.02 | 9.15 | 7.10 | 7.72 | 7.83 | 14.90 | 11.75 | 18.74 | 24.98 | 9.70 | 6.65 | 7.53 | 8.46 |
| Draw Down(%) | NA | 7.17 | 13.41 | 25.87 | 25.87 | NA | NA | … | … | 1.64 | 7.17 | 13.41 | 4.01 | 25.87 | 4.10 | 13.86 | 2.10 | 7.52 | 8.46 | 5.24 | 4.83 | 5.84 | 13.10 | 9.48 | 18.29 | 36.51 | 9.17 | 4.96 | 5.92 | 7.56 |
| Yield(%) | 0.00 | 2.00 | 8.01 | 6.53 | 6.21 | 9.36 | 5.97 | … | … | 0.00 | 2.02 | 1.37 | 21.97 | 2.04 | 3.97 | 7.58 | 6.83 | 2.81 | 5.97 | 9.68 | 8.40 | 1.12 | 1.12 | 1.59 | 1.31 | 1.70 | 7.96 | 4.54 | 6.06 | 2.97 |
Data as of 02/26/2024, Common starting date is 01/13/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBCRX (MAINSTAY BALANCED FUND CLASS R2) |
-10.12%
Feb 2006 – Feb 2009 |
-3.54%
Feb 2004 – Feb 2009 |
4.92%
Jan 2006 – Jan 2016 |
4.56%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBCRX (MAINSTAY BALANCED FUND CLASS R2) |
19.09%
Feb 2009 – Feb 2012 |
17.16%
Feb 2009 – Feb 2014 |
10.83%
Feb 2009 – Feb 2019 |
8.71%
Jan 2009 – Jan 2024 |
Annualized Rolling Returns Comparison Chart