Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MBNRX (MAINSTAY BALANCED FUND CLASS R1) | NA | 7.36% | 4.77% | 6.95% | 6.07% | 9.60% | 6.24% | 6.38% |
Data as of 02/26/2024, AR inception is 01/13/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBNRX (MAINSTAY BALANCED FUND CLASS R1) | 01/13/2004 | 02/26/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.91 | 7.36 | 4.77 | 6.95 | 6.07 | 9.60 | 6.24 | 6.38 | 0.54 | 7.47 | -5.90 | 17.02 | 9.77 | 16.58 | -7.58 | 9.76 | 10.03 | -2.81 | 10.65 | 21.68 | 12.05 | 2.62 | 13.46 | 22.45 | -25.30 | 2.48 | 8.85 | 4.48 | 11.45 |
| Sharpe Ratio | NA | 0.46 | 0.27 | 0.43 | 0.47 | NA | NA | 0.45 | -0.01 | 0.42 | -0.55 | 2.03 | 0.44 | 2.28 | -0.89 | 2.00 | 1.09 | -0.31 | 1.50 | 2.80 | 1.55 | 0.17 | 1.14 | 1.19 | -1.05 | -0.05 | 0.81 | 0.31 | 1.28 |
| Standard Deviation(%) | NA | 7.52 | 9.99 | 12.75 | 10.72 | NA | NA | 11.98 | 6.62 | 7.81 | 13.36 | 8.37 | 21.48 | 6.66 | 10.06 | 4.58 | 9.04 | 9.14 | 7.10 | 7.74 | 7.81 | 14.85 | 11.75 | 18.74 | 24.97 | 9.70 | 6.92 | 7.54 | 8.48 |
| Draw Down(%) | NA | 7.15 | 13.26 | 25.87 | 25.87 | NA | NA | 39.86 | 1.64 | 7.15 | 13.26 | 3.98 | 25.87 | 4.10 | 13.77 | 2.09 | 7.51 | 8.36 | 5.21 | 4.79 | 5.80 | 12.98 | 9.41 | 18.23 | 36.36 | 9.13 | 4.92 | 5.83 | 7.55 |
| Yield(%) | 0.00 | 2.28 | 8.24 | 7.22 | 6.64 | 10.03 | 6.28 | 6.45 | 0.00 | 2.29 | 1.63 | 22.22 | 4.32 | 4.25 | 7.83 | 7.09 | 3.07 | 6.22 | 9.92 | 8.67 | 1.38 | 1.36 | 1.85 | 1.58 | 1.93 | 8.23 | 2.96 | 6.28 | 3.20 |
Data as of 02/26/2024, AR inception is 01/13/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBNRX (MAINSTAY BALANCED FUND CLASS R1) |
-10.40%
Feb 2006 - Feb 2009 |
-3.63%
Feb 2004 - Feb 2009 |
5.00%
Jan 2006 - Jan 2016 |
4.70%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBNRX (MAINSTAY BALANCED FUND CLASS R1) |
19.38%
Feb 2009 - Feb 2012 |
17.44%
Feb 2009 - Feb 2014 |
11.09%
Feb 2009 - Feb 2019 |
9.12%
Jan 2009 - Jan 2024 |
Annualized Rolling Returns Comparison Chart