Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDAVX (MainStay Moderate ETF Allocation Fund Simple Class) | 7.97% | 18.68% | 13.10% | 6.19% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDAVX (MainStay Moderate ETF Allocation Fund Simple Class) | 09/02/2020 | 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 (%) | 0.34 | 18.68 | 13.10 | 6.19 | NA | NA | NA | … | … | 7.97 | 13.44 | 9.30 | 13.65 | -14.02 | 10.35 | 4.93 |
| Sharpe Ratio | NA | 1.96 | 1.04 | 0.34 | NA | NA | NA | … | … | 1.68 | 0.96 | 0.65 | 1.12 | -0.95 | 1.24 | 1.56 |
| Standard Deviation(%) | NA | 8.52 | 9.76 | 11.16 | NA | NA | NA | … | … | 10.46 | 11.01 | 8.72 | 9.00 | 16.26 | 8.36 | 10.04 |
| Draw Down(%) | NA | 6.50 | 12.08 | 20.63 | NA | NA | NA | … | … | 6.50 | 11.14 | 4.99 | 8.70 | 19.98 | 4.37 | 4.81 |
| Yield(%) | 0.00 | 3.72 | 2.91 | 2.08 | 1.22 | 0.81 | 0.61 | … | … | 0.00 | 3.84 | 2.20 | 2.15 | 1.30 | 1.22 | 0.56 |
Data as of 06/04/2026, Common starting date is 09/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDAVX (MainStay Moderate ETF Allocation Fund Simple Class) |
1.02%
Apr 2021 – Apr 2024 |
5.25%
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 |
|---|---|---|---|---|
| MDAVX (MainStay Moderate ETF Allocation Fund Simple Class) |
13.93%
Sep 2022 – Sep 2025 |
7.87%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart