Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDAAX (MainStay Moderate ETF Allocation Fund Class A) | 7.73% | 18.99% | 13.31% | 6.58% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 07/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDAAX (MainStay Moderate ETF Allocation Fund Class A) | 07/01/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.34 | 18.99 | 13.31 | 6.58 | NA | NA | NA | … | … | 7.73 | 14.64 | 9.59 | 13.97 | -13.65 | 10.66 | 13.34 |
| Sharpe Ratio | NA | 2.00 | 1.08 | 0.36 | NA | NA | NA | … | … | 1.72 | 1.08 | 0.69 | 1.16 | -0.93 | 1.26 | 3.16 |
| Standard Deviation(%) | NA | 8.47 | 9.70 | 11.13 | NA | NA | NA | … | … | 10.28 | 11.08 | 8.65 | 8.93 | 16.26 | 8.45 | 8.89 |
| Draw Down(%) | NA | 6.48 | 11.93 | 20.34 | NA | NA | NA | … | … | 6.48 | 11.10 | 5.05 | 8.59 | 19.79 | 4.28 | 4.73 |
| Yield(%) | 0.00 | 3.95 | 3.18 | 2.36 | 1.48 | 0.99 | 0.74 | … | … | 0.00 | 4.07 | 2.42 | 2.50 | 1.57 | 1.54 | 0.66 |
Data as of 06/03/2026, Common starting date is 07/01/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDAAX (MainStay Moderate ETF Allocation Fund Class A) |
1.32%
Apr 2021 – Apr 2024 |
5.57%
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 |
|---|---|---|---|---|
| MDAAX (MainStay Moderate ETF Allocation Fund Class A) |
14.25%
Sep 2022 – Sep 2025 |
8.25%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart