Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBDRX (MAINSTAY BALANCED FUND CLASS R3) | NA | 6.84% | 4.23% | 6.40% | 5.53% | 9.06% | NA | … | … |
Data as of 02/26/2024, Common starting date is 05/31/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBDRX (MAINSTAY BALANCED FUND CLASS R3) | 05/31/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.91 | 6.84 | 4.23 | 6.40 | 5.53 | 9.06 | NA | … | … | 0.44 | 6.97 | -6.41 | 16.45 | 9.20 | 15.97 | -8.05 | 9.21 | 9.44 | -3.28 | 10.08 | 21.06 | 11.55 | 2.12 | 12.92 | 21.87 | -25.67 | 1.99 | 7.69 |
| Sharpe Ratio | NA | 0.39 | 0.22 | 0.38 | 0.42 | NA | NA | … | … | -0.11 | 0.35 | -0.59 | 1.96 | 0.42 | 2.19 | -0.93 | 1.88 | 1.02 | -0.36 | 1.41 | 2.72 | 1.48 | 0.14 | 1.09 | 1.16 | -1.06 | -0.10 | 1.52 |
| Standard Deviation(%) | NA | 7.54 | 10.00 | 12.76 | 10.73 | NA | NA | … | … | 6.60 | 7.85 | 13.35 | 8.40 | 21.46 | 6.65 | 10.06 | 4.58 | 9.04 | 9.15 | 7.13 | 7.72 | 7.84 | 14.84 | 11.76 | 18.74 | 24.95 | 9.67 | 6.64 |
| Draw Down(%) | NA | 7.27 | 13.56 | 25.90 | 25.90 | NA | NA | … | … | 1.61 | 7.27 | 13.56 | 4.00 | 25.90 | 4.14 | 13.89 | 2.13 | 7.59 | 8.56 | 5.25 | 4.83 | 5.88 | 13.18 | 9.50 | 18.29 | 36.63 | 9.20 | 3.77 |
| Yield(%) | 0.00 | 1.80 | 7.84 | 6.76 | 6.19 | 9.20 | 5.10 | … | … | 0.00 | 1.81 | 1.16 | 21.83 | 3.92 | 3.69 | 7.34 | 6.59 | 2.56 | 5.72 | 9.41 | 8.16 | 0.86 | 0.87 | 1.39 | 1.05 | 1.48 | 7.71 | 3.91 |
Data as of 02/26/2024, Common starting date is 05/31/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBDRX (MAINSTAY BALANCED FUND CLASS R3) |
-4.75%
Jun 2006 – Jun 2009 |
0.36%
Mar 2015 – Mar 2020 |
4.94%
Oct 2013 – Oct 2023 |
5.18%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBDRX (MAINSTAY BALANCED FUND CLASS R3) |
18.81%
Feb 2009 – Feb 2012 |
16.87%
Feb 2009 – Feb 2014 |
10.54%
Feb 2009 – Feb 2019 |
8.57%
Jan 2009 – Jan 2024 |
Annualized Rolling Returns Comparison Chart