Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDNIX (MainStay Defensive ETF Allocation Fund Class I) | NA | 5.81% | 0.02% | 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 |
|---|---|---|
| MDNIX (MainStay Defensive ETF Allocation Fund Class I) | 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 | 5.81 | 0.02 | NA | NA | NA | NA | … | … | -0.62 | 8.35 | -10.45 | 2.56 | 5.24 |
| Sharpe Ratio | NA | 0.34 | -0.29 | NA | NA | NA | NA | … | … | -1.41 | 0.66 | -1.25 | 0.65 | 2.90 |
| Standard Deviation(%) | NA | 5.98 | 6.99 | NA | NA | NA | NA | … | … | 5.45 | 6.28 | 9.51 | 3.89 | 3.66 |
| Draw Down(%) | NA | 5.84 | 15.67 | NA | NA | NA | NA | … | … | 1.48 | 5.84 | 14.91 | 2.44 | 2.36 |
| Yield(%) | 0.45 | 4.58 | 3.26 | 2.20 | 1.10 | 0.73 | 0.55 | … | … | 0.45 | 4.18 | 2.73 | 2.93 | 0.93 |
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 |
|---|---|---|---|---|
| MDNIX (MainStay Defensive ETF Allocation Fund Class I) |
-1.68%
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 |
|---|---|---|---|---|
| MDNIX (MainStay Defensive ETF Allocation Fund Class I) |
-0.01%
Jan 2021 – Jan 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart