Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCKSX (MainStay Conservative Allocation Fund Simple Class) | 5.88% | 13.13% | 9.58% | 3.87% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCKSX (MainStay Conservative Allocation Fund Simple Class) | 09/01/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 13.13 | 9.58 | 3.87 | NA | NA | NA | … | … | 5.88 | 9.11 | 6.59 | 10.52 | -13.15 | 7.11 | 4.61 |
| Sharpe Ratio | NA | 1.83 | 0.98 | 0.18 | NA | NA | NA | … | … | 1.61 | 0.86 | 0.49 | 1.08 | -1.27 | 1.23 | 2.01 |
| Standard Deviation(%) | NA | 6.10 | 6.75 | 7.77 | NA | NA | NA | … | … | 7.49 | 7.27 | 6.06 | 6.40 | 11.49 | 5.75 | 7.17 |
| Draw Down(%) | NA | 5.12 | 9.15 | 18.69 | NA | NA | NA | … | … | 5.12 | 8.15 | 3.45 | 6.63 | 17.93 | 3.28 | 3.69 |
| Yield(%) | 0.00 | 4.50 | 4.25 | 4.07 | 2.53 | 1.69 | 1.27 | … | … | 1.30 | 4.32 | 4.44 | 2.42 | 2.69 | 7.35 | 3.88 |
Data as of 06/04/2026, Common starting date is 09/01/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCKSX (MainStay Conservative Allocation Fund Simple Class) |
-0.13%
Apr 2021 – Apr 2024 |
3.25%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCKSX (MainStay Conservative Allocation Fund Simple Class) |
10.07%
Sep 2022 – Sep 2025 |
5.08%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart