Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCKIX (MAINSTAY CONSERVATIVE ALLOCATION FUND CLASS I) | 4.63% | 12.10% | 9.64% | 2.89% | 4.78% | 5.11% | 5.28% | … | … |
Data as of 06/04/2026, Common starting date is 04/07/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCKIX (MAINSTAY CONSERVATIVE ALLOCATION FUND CLASS I) | 04/07/2005 | 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 (%) | 0.38 | 12.10 | 9.64 | 2.89 | 4.78 | 5.11 | 5.28 | … | … | 4.63 | 9.59 | 7.34 | 10.96 | -14.06 | 3.22 | 7.93 | 14.85 | -6.82 | 9.28 | 7.75 | -1.84 | -0.90 | 16.87 | 13.61 | 2.57 | 10.77 | 21.07 | -17.60 | 7.58 | 8.69 | 5.33 |
| Sharpe Ratio | NA | 1.70 | 0.99 | 0.05 | 0.40 | NA | NA | … | … | 1.20 | 0.93 | 0.61 | 1.14 | -1.36 | 0.44 | 0.54 | 2.94 | -1.21 | 2.59 | 1.15 | -0.32 | -0.13 | 2.37 | 2.34 | 0.24 | 1.44 | 2.12 | -1.20 | 0.74 | 1.10 | 0.98 |
| Standard Deviation(%) | NA | 5.91 | 6.70 | 7.99 | 7.97 | NA | NA | … | … | 7.15 | 7.22 | 6.06 | 6.46 | 11.47 | 7.27 | 14.15 | 4.56 | 6.81 | 3.34 | 6.56 | 5.83 | 6.94 | 7.09 | 5.84 | 10.65 | 7.42 | 9.91 | 15.40 | 6.02 | 4.81 | 4.97 |
| Draw Down(%) | NA | 5.03 | 8.95 | 21.71 | 21.71 | NA | NA | … | … | 5.03 | 8.07 | 3.40 | 6.41 | 17.44 | 5.17 | 19.18 | 2.46 | 11.33 | 1.21 | 6.10 | 7.16 | 6.44 | 4.05 | 4.69 | 9.43 | 6.05 | 10.77 | 25.28 | 4.00 | 3.39 | 3.25 |
| Yield(%) | 0.00 | 3.42 | 4.16 | 3.10 | 3.61 | 4.23 | 4.45 | … | … | 0.00 | 4.70 | 4.85 | 2.95 | 1.76 | 3.28 | 2.46 | 3.04 | 5.36 | 4.89 | 2.56 | 4.01 | 6.07 | 6.88 | 4.71 | 3.82 | 3.15 | 3.23 | 4.13 | 5.15 | 5.03 | 1.25 |
Data as of 06/04/2026, Common starting date is 04/07/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCKIX (MAINSTAY CONSERVATIVE ALLOCATION FUND CLASS I) |
-3.79%
Feb 2006 – Feb 2009 |
0.23%
Sep 2017 – Sep 2022 |
2.37%
Oct 2013 – Oct 2023 |
3.66%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCKIX (MAINSTAY CONSERVATIVE ALLOCATION FUND CLASS I) |
15.80%
Feb 2009 – Feb 2012 |
13.46%
Feb 2009 – Feb 2014 |
8.26%
Feb 2009 – Feb 2019 |
6.49%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart