Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGDBX (MAINSTAY MODERATE GROWTH ALLOCATION FUND CLASS B) | NA | 5.20% | 1.55% | 1.90% | 3.21% | 5.70% | NA | … | … |
Data as of 02/20/2025, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGDBX (MAINSTAY MODERATE GROWTH ALLOCATION FUND CLASS B) | 04/08/2005 | 02/20/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.13 | 5.20 | 1.55 | 1.90 | 3.21 | 5.70 | NA | … | … | 3.63 | 3.19 | 13.89 | -20.52 | 7.67 | 7.84 | 19.92 | -12.54 | 13.18 | 9.54 | -3.39 | 2.91 | 27.32 | 12.72 | -2.26 | 11.84 | 26.56 | -33.16 | 7.77 | 12.41 | 7.98 |
| Sharpe Ratio | NA | 0.14 | -0.13 | 0.00 | 0.13 | NA | NA | … | … | 2.90 | -0.04 | 0.99 | -1.12 | 0.59 | 0.28 | 1.93 | -1.10 | 1.87 | 0.75 | -0.29 | 0.31 | 2.97 | 1.17 | -0.10 | 0.79 | 1.34 | -1.10 | 0.38 | 1.05 | 1.07 |
| Standard Deviation(%) | NA | 11.83 | 14.35 | 17.53 | 14.55 | NA | NA | … | … | 9.32 | 11.83 | 10.42 | 19.66 | 12.95 | 26.99 | 9.57 | 12.67 | 6.73 | 12.42 | 11.74 | 9.39 | 9.19 | 10.88 | 22.47 | 14.96 | 19.78 | 30.83 | 12.25 | 8.63 | 8.03 |
| Draw Down(%) | NA | 10.98 | 19.37 | 29.99 | 30.22 | NA | NA | … | … | 2.00 | 10.08 | 9.70 | 22.36 | 7.77 | 30.22 | 5.84 | 20.58 | 2.95 | 11.69 | 12.38 | 7.72 | 5.42 | 10.38 | 19.62 | 13.31 | 19.95 | 42.50 | 8.16 | 7.91 | 4.77 |
| Yield(%) | 0.00 | 1.26 | 0.46 | 0.99 | 2.72 | 3.61 | 3.30 | … | … | 0.00 | 1.28 | 0.17 | 0.00 | 3.24 | 0.15 | 3.95 | 7.69 | 4.62 | 2.92 | 4.23 | 5.46 | 1.38 | 1.05 | 0.32 | 0.63 | 0.85 | 1.97 | 4.68 | 4.33 | 0.80 |
Data as of 02/20/2025, Common starting date is 04/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGDBX (MAINSTAY MODERATE GROWTH ALLOCATION FUND CLASS B) |
-11.69%
Feb 2006 – Feb 2009 |
-1.14%
May 2007 – May 2012 |
2.34%
Oct 2013 – Oct 2023 |
2.89%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGDBX (MAINSTAY MODERATE GROWTH ALLOCATION FUND CLASS B) |
19.78%
Feb 2009 – Feb 2012 |
17.75%
Feb 2009 – Feb 2014 |
10.42%
Feb 2009 – Feb 2019 |
8.00%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart