Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBERX (MAINSTAY BALANCED FUND CLASS R6) | 4.77% | 13.91% | 10.67% | 5.87% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/18/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBERX (MAINSTAY BALANCED FUND CLASS R6) | 12/18/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.88 | 13.91 | 10.67 | 5.87 | NA | NA | NA | … | … | 4.77 | 5.73 | 7.85 | 7.50 | -5.74 | 17.25 | 10.14 | 16.82 | -7.42 | 0.09 |
| Sharpe Ratio | NA | 1.58 | 0.93 | 0.35 | NA | NA | NA | … | … | 1.07 | 0.27 | 0.59 | 0.50 | -0.54 | 2.06 | 0.46 | 2.30 | -0.88 | 0.59 |
| Standard Deviation(%) | NA | 6.74 | 8.08 | 9.34 | NA | NA | NA | … | … | 7.24 | 10.94 | 7.13 | 7.82 | 13.35 | 8.38 | 21.50 | 6.66 | 10.05 | 3.21 |
| Draw Down(%) | NA | 4.68 | 8.35 | 13.17 | NA | NA | NA | … | … | 4.68 | 7.79 | 5.42 | 7.08 | 13.17 | 3.97 | 25.87 | 4.10 | 13.72 | 0.34 |
| Yield(%) | 0.00 | 6.31 | 5.39 | 6.79 | 5.49 | 3.66 | 2.74 | … | … | 0.00 | 7.32 | 6.31 | 2.47 | 1.79 | 22.37 | 4.66 | 4.35 | 8.02 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/18/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBERX (MAINSTAY BALANCED FUND CLASS R6) |
2.55%
Apr 2021 – Apr 2024 |
5.23%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBERX (MAINSTAY BALANCED FUND CLASS R6) |
14.69%
Dec 2018 – Dec 2021 |
11.55%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart