Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDAIX (MainStay Moderate ETF Allocation Fund Class I) | 7.79% | 19.22% | 13.58% | 6.86% | 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 |
|---|---|---|
| MDAIX (MainStay Moderate ETF Allocation Fund Class I) | 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 | 19.22 | 13.58 | 6.86 | NA | NA | NA | … | … | 7.79 | 14.05 | 9.92 | 14.24 | -13.43 | 11.01 | 13.51 |
| Sharpe Ratio | NA | 2.02 | 1.11 | 0.39 | NA | NA | NA | … | … | 1.73 | 1.02 | 0.72 | 1.18 | -0.91 | 1.32 | 3.21 |
| Standard Deviation(%) | NA | 8.55 | 9.74 | 11.17 | NA | NA | NA | … | … | 10.41 | 11.01 | 8.71 | 9.01 | 16.31 | 8.29 | 8.90 |
| Draw Down(%) | NA | 6.47 | 11.91 | 20.19 | NA | NA | NA | … | … | 6.47 | 11.09 | 5.04 | 8.58 | 19.63 | 4.35 | 4.72 |
| Yield(%) | 0.00 | 4.20 | 3.42 | 2.57 | 1.64 | 1.09 | 0.82 | … | … | 0.00 | 4.33 | 2.59 | 2.77 | 1.79 | 1.69 | 1.03 |
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 |
|---|---|---|---|---|
| MDAIX (MainStay Moderate ETF Allocation Fund Class I) |
1.60%
Apr 2021 – Apr 2024 |
5.85%
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 |
|---|---|---|---|---|
| MDAIX (MainStay Moderate ETF Allocation Fund Class I) |
14.56%
Sep 2022 – Sep 2025 |
8.53%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart