Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDAKX (MainStay Moderate ETF Allocation Fund Class C) | 7.68% | 18.11% | 12.56% | 5.65% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDAKX (MainStay Moderate ETF Allocation Fund Class C) | 07/01/2020 | 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 (%) | 0.27 | 18.11 | 12.56 | 5.65 | NA | NA | NA | … | … | 7.68 | 12.94 | 8.77 | 13.08 | -14.46 | 9.82 | 12.97 |
| Sharpe Ratio | NA | 1.90 | 0.99 | 0.29 | NA | NA | NA | … | … | 1.62 | 0.92 | 0.59 | 1.06 | -0.98 | 1.17 | 3.06 |
| Standard Deviation(%) | NA | 8.47 | 9.72 | 11.13 | NA | NA | NA | … | … | 10.36 | 10.99 | 8.67 | 8.99 | 16.23 | 8.37 | 8.93 |
| Draw Down(%) | NA | 6.58 | 12.19 | 21.04 | NA | NA | NA | … | … | 6.58 | 11.21 | 5.00 | 8.82 | 20.39 | 4.31 | 4.82 |
| Yield(%) | 0.00 | 2.23 | 1.93 | 1.34 | 0.86 | 0.57 | 0.43 | … | … | 0.00 | 2.30 | 1.58 | 1.59 | 0.79 | 0.68 | 0.49 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| MDAKX (MainStay Moderate ETF Allocation Fund Class C) |
0.49%
Apr 2021 – Apr 2024 |
4.72%
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 |
|---|---|---|---|---|
| MDAKX (MainStay Moderate ETF Allocation Fund Class C) |
13.39%
Sep 2022 – Sep 2025 |
7.38%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart