Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCKAX (MAINSTAY CONSERVATIVE ALLOCATION FUND CLASS A) | 4.28% | 12.20% | 9.29% | 2.67% | 4.52% | 4.79% | 5.00% | … | … |
Data as of 06/03/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCKAX (MAINSTAY CONSERVATIVE ALLOCATION FUND CLASS A) | 04/08/2005 | 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 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.39 | 12.20 | 9.29 | 2.67 | 4.52 | 4.79 | 5.00 | … | … | 4.28 | 9.37 | 6.90 | 10.91 | -14.29 | 2.84 | 7.66 | 14.54 | -7.11 | 9.10 | 7.36 | -2.02 | -1.15 | 16.61 | 13.22 | 2.35 | 10.57 | 20.80 | -17.83 | 7.20 | 8.67 | 4.26 |
| Sharpe Ratio | NA | 1.64 | 0.95 | 0.02 | 0.37 | NA | NA | … | … | 1.16 | 0.90 | 0.54 | 1.14 | -1.38 | 0.37 | 0.52 | 2.80 | -1.25 | 2.57 | 1.09 | -0.35 | -0.17 | 2.36 | 2.28 | 0.22 | 1.41 | 2.09 | -1.21 | 0.68 | 1.10 | 0.72 |
| Standard Deviation(%) | NA | 5.97 | 6.70 | 7.98 | 7.98 | NA | NA | … | … | 7.19 | 7.25 | 6.02 | 6.41 | 11.43 | 7.59 | 14.06 | 4.67 | 6.82 | 3.30 | 6.56 | 5.90 | 6.85 | 7.02 | 5.83 | 10.67 | 7.46 | 9.91 | 15.46 | 6.01 | 4.81 | 4.77 |
| Draw Down(%) | NA | 5.10 | 9.01 | 21.93 | 21.93 | NA | NA | … | … | 5.10 | 8.07 | 3.36 | 6.54 | 17.57 | 5.29 | 19.21 | 2.48 | 11.59 | 1.22 | 6.23 | 7.28 | 6.49 | 4.07 | 4.72 | 9.51 | 6.14 | 10.83 | 25.45 | 3.93 | 3.49 | 3.26 |
| Yield(%) | 0.00 | 3.29 | 3.96 | 2.92 | 3.40 | 3.99 | 4.20 | … | … | 0.00 | 4.50 | 4.65 | 2.72 | 1.56 | 3.05 | 2.24 | 2.82 | 5.16 | 4.67 | 2.32 | 3.79 | 5.86 | 6.66 | 4.47 | 3.60 | 2.92 | 3.00 | 3.90 | 4.96 | 4.81 | 1.19 |
Data as of 06/03/2026, Common starting date is 04/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCKAX (MAINSTAY CONSERVATIVE ALLOCATION FUND CLASS A) |
-4.08%
Feb 2006 – Feb 2009 |
-0.06%
Sep 2017 – Sep 2022 |
2.10%
Oct 2013 – Oct 2023 |
3.39%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCKAX (MAINSTAY CONSERVATIVE ALLOCATION FUND CLASS A) |
15.51%
Feb 2009 – Feb 2012 |
13.19%
Feb 2009 – Feb 2014 |
7.99%
Feb 2009 – Feb 2019 |
6.22%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart