Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCKCX (MAINSTAY CONSERVATIVE ALLOCATION FUND CLASS C) | 4.28% | 11.10% | 8.42% | 1.69% | 3.56% | 3.88% | 4.09% | … | … |
Data as of 06/04/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCKCX (MAINSTAY CONSERVATIVE ALLOCATION FUND CLASS C) | 04/08/2005 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.32 | 11.10 | 8.42 | 1.69 | 3.56 | 3.88 | 4.09 | … | … | 4.28 | 8.90 | 3.84 | 9.66 | -15.10 | 1.85 | 6.63 | 13.45 | -7.92 | 8.31 | 6.25 | -2.99 | -1.79 | 15.57 | 11.96 | 1.47 | 9.68 | 19.82 | -18.40 | 6.39 | 7.93 | 3.81 |
| Sharpe Ratio | NA | 1.52 | 0.82 | -0.10 | 0.25 | NA | NA | … | … | 1.09 | 0.84 | -0.43 | 0.85 | -1.44 | 0.25 | 0.45 | 2.59 | -1.37 | 2.42 | 0.94 | -0.52 | -0.27 | 2.26 | 2.10 | 0.13 | 1.29 | 1.99 | -1.25 | 0.57 | 1.00 | 0.63 |
| Standard Deviation(%) | NA | 5.96 | 6.69 | 8.01 | 7.96 | NA | NA | … | … | 7.23 | 7.27 | 6.44 | 6.42 | 11.47 | 7.35 | 14.08 | 4.65 | 6.77 | 3.19 | 6.46 | 5.84 | 6.73 | 6.87 | 5.73 | 10.69 | 7.44 | 9.91 | 15.41 | 6.02 | 4.69 | 4.63 |
| Draw Down(%) | NA | 5.13 | 9.28 | 22.68 | 22.68 | NA | NA | … | … | 5.13 | 8.23 | 5.39 | 6.82 | 18.21 | 5.47 | 19.20 | 2.58 | 12.25 | 1.22 | 6.26 | 7.67 | 6.37 | 4.10 | 4.91 | 9.85 | 6.18 | 10.97 | 25.64 | 4.03 | 3.50 | 3.17 |
| Yield(%) | 0.00 | 2.61 | 3.07 | 2.16 | 2.58 | 3.14 | 3.32 | … | … | 0.00 | 3.58 | 3.66 | 1.77 | 0.70 | 2.52 | 1.53 | 2.53 | 4.28 | 3.71 | 1.40 | 2.92 | 4.98 | 5.75 | 3.52 | 2.74 | 2.06 | 2.18 | 3.22 | 4.27 | 4.11 | 0.94 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| MCKCX (MAINSTAY CONSERVATIVE ALLOCATION FUND CLASS C) |
-4.80%
Feb 2006 – Feb 2009 |
-0.99%
Sep 2017 – Sep 2022 |
1.15%
Oct 2013 – Oct 2023 |
2.48%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCKCX (MAINSTAY CONSERVATIVE ALLOCATION FUND CLASS C) |
14.55%
Feb 2009 – Feb 2012 |
12.22%
Feb 2009 – Feb 2014 |
7.04%
Feb 2009 – Feb 2019 |
5.26%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart