Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBINX (MAINSTAY BALANCED FUND INVESTOR CLASS) | 3.72% | 12.34% | 9.73% | 0.84% | 4.49% | 5.70% | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/03/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBINX (MAINSTAY BALANCED FUND INVESTOR CLASS) | 03/03/2008 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.03 | 12.34 | 9.73 | 0.84 | 4.49 | 5.70 | NA | … | … | 3.72 | 10.81 | 7.02 | 7.07 | -6.41 | -5.44 | 8.24 | 16.10 | -7.86 | 9.41 | 9.67 | -3.07 | 10.25 | 21.27 | 11.71 | 2.28 | 13.07 | 21.97 | -21.97 |
| Sharpe Ratio | NA | 1.50 | 0.85 | -0.12 | 0.24 | NA | NA | … | … | 1.03 | 0.84 | 0.48 | 0.44 | -0.59 | -0.25 | 0.37 | 2.20 | -0.92 | 1.92 | 1.05 | -0.34 | 1.44 | 2.75 | 1.50 | 0.15 | 1.10 | 1.17 | -0.99 |
| Standard Deviation(%) | NA | 6.77 | 8.10 | 12.89 | 12.43 | NA | NA | … | … | 7.27 | 9.50 | 7.13 | 7.85 | 13.34 | 21.97 | 21.52 | 6.65 | 10.06 | 4.57 | 9.02 | 9.16 | 7.12 | 7.73 | 7.83 | 14.84 | 11.78 | 18.72 | 26.62 |
| Draw Down(%) | NA | 4.74 | 8.55 | 28.54 | 28.54 | NA | NA | … | … | 4.74 | 7.90 | 5.44 | 7.22 | 13.50 | 20.61 | 25.92 | 4.11 | 13.87 | 2.12 | 7.55 | 8.47 | 5.25 | 4.82 | 5.88 | 13.10 | 9.49 | 18.28 | 36.31 |
| Yield(%) | 0.00 | 5.87 | 4.82 | 2.58 | 3.91 | 5.02 | 4.25 | … | … | 0.00 | 6.73 | 5.70 | 1.88 | 1.14 | 0.64 | 2.96 | 3.83 | 7.51 | 6.75 | 2.75 | 5.93 | 9.61 | 8.30 | 1.02 | 1.02 | 1.49 | 1.15 | 1.23 |
Data as of 06/03/2026, Common starting date is 03/03/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBINX (MAINSTAY BALANCED FUND INVESTOR CLASS) |
-4.94%
Apr 2021 – Apr 2024 |
-0.17%
Sep 2017 – Sep 2022 |
2.81%
Oct 2013 – Oct 2023 |
4.29%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBINX (MAINSTAY BALANCED FUND INVESTOR CLASS) |
18.94%
Feb 2009 – Feb 2012 |
17.03%
Feb 2009 – Feb 2014 |
10.72%
Feb 2009 – Feb 2019 |
7.71%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart