Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCKNX (MAINSTAY CONSERVATIVE ALLOCATION FUND INVESTOR CLASS) | 5.70% | 13.57% | 9.62% | 2.78% | 4.49% | 4.72% | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCKNX (MAINSTAY CONSERVATIVE ALLOCATION FUND INVESTOR CLASS) | 03/05/2008 | 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 (%) | 0.47 | 13.57 | 9.62 | 2.78 | 4.49 | 4.72 | NA | … | … | 5.70 | 9.25 | 6.69 | 10.64 | -14.45 | 2.69 | 7.51 | 14.34 | -7.34 | 9.10 | 7.12 | -2.15 | -1.30 | 16.42 | 13.03 | 2.22 | 11.24 | 20.74 | -15.42 |
| Sharpe Ratio | NA | 1.86 | 0.99 | 0.03 | 0.36 | NA | NA | … | … | 1.61 | 0.88 | 0.50 | 1.10 | -1.39 | 0.36 | 0.51 | 2.79 | -1.30 | 2.53 | 1.06 | -0.38 | -0.19 | 2.34 | 2.24 | 0.21 | 1.50 | 2.04 | -1.15 |
| Standard Deviation(%) | NA | 6.03 | 6.76 | 8.03 | 7.98 | NA | NA | … | … | 7.45 | 7.25 | 6.11 | 6.40 | 11.49 | 7.33 | 14.11 | 4.60 | 6.75 | 3.35 | 6.51 | 5.82 | 6.85 | 6.99 | 5.83 | 10.64 | 7.41 | 10.10 | 16.65 |
| Draw Down(%) | NA | 5.03 | 9.19 | 22.10 | 22.10 | NA | NA | … | … | 5.03 | 8.13 | 3.44 | 6.51 | 17.77 | 5.27 | 19.21 | 2.56 | 11.62 | 1.22 | 6.23 | 7.31 | 6.41 | 4.07 | 4.80 | 9.65 | 5.63 | 10.72 | 25.37 |
| Yield(%) | 0.00 | 4.51 | 4.27 | 3.01 | 3.37 | 3.91 | 3.60 | … | … | 1.31 | 4.30 | 4.44 | 2.55 | 1.39 | 2.89 | 2.10 | 2.62 | 4.99 | 4.50 | 2.18 | 3.65 | 5.71 | 6.49 | 4.29 | 3.47 | 3.55 | 2.95 | 3.31 |
Data as of 06/03/2026, Common starting date is 03/05/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCKNX (MAINSTAY CONSERVATIVE ALLOCATION FUND INVESTOR CLASS) |
-2.61%
Oct 2020 – Oct 2023 |
-0.23%
Sep 2017 – Sep 2022 |
1.93%
Oct 2013 – Oct 2023 |
3.72%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCKNX (MAINSTAY CONSERVATIVE ALLOCATION FUND INVESTOR CLASS) |
15.63%
Feb 2009 – Feb 2012 |
13.18%
Feb 2009 – Feb 2014 |
7.90%
Feb 2009 – Feb 2019 |
6.10%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart