Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDNAX (MainStay Defensive ETF Allocation Fund Class A) | NA | 5.49% | -0.25% | NA | NA | NA | NA | … | … |
Data as of 02/26/2024, Common starting date is 07/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDNAX (MainStay Defensive ETF Allocation Fund Class A) | 07/01/2020 | 02/26/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.02 | 5.49 | -0.25 | NA | NA | NA | NA | … | … | -0.66 | 8.08 | -10.76 | 2.39 | 5.06 |
| Sharpe Ratio | NA | 0.29 | -0.33 | NA | NA | NA | NA | … | … | -1.44 | 0.63 | -1.27 | 0.62 | 2.75 |
| Standard Deviation(%) | NA | 5.90 | 6.97 | NA | NA | NA | NA | … | … | 5.53 | 6.15 | 9.57 | 3.81 | 3.72 |
| Draw Down(%) | NA | 5.90 | 15.84 | NA | NA | NA | NA | … | … | 1.48 | 5.95 | 15.11 | 2.35 | 2.42 |
| Yield(%) | 0.41 | 4.28 | 3.00 | 2.01 | 1.00 | 0.67 | 0.50 | … | … | 0.41 | 3.92 | 2.50 | 2.66 | 0.75 |
Data as of 02/26/2024, 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 |
|---|---|---|---|---|
| MDNAX (MainStay Defensive ETF Allocation Fund Class A) |
-1.95%
Oct 2020 – Oct 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDNAX (MainStay Defensive ETF Allocation Fund Class A) |
-0.26%
Jan 2021 – Jan 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart