Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGDIX (MAINSTAY MODERATE GROWTH ALLOCATION FUND CLASS I) | 10.42% | 21.43% | 14.59% | 4.62% | 7.33% | 7.50% | 6.64% | … | … |
Data as of 06/04/2026, Common starting date is 04/04/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGDIX (MAINSTAY MODERATE GROWTH ALLOCATION FUND CLASS I) | 04/04/2005 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.83 | 21.43 | 14.59 | 4.62 | 7.33 | 7.50 | 6.64 | … | … | 10.42 | 12.70 | 10.27 | 15.30 | -19.40 | 9.10 | 9.22 | 21.36 | -11.50 | 13.33 | 12.13 | -2.27 | 3.15 | 28.55 | 15.42 | -1.26 | 13.21 | 27.68 | -32.42 | 8.89 | 12.78 | 9.96 |
| Sharpe Ratio | NA | 1.93 | 1.02 | 0.15 | 0.39 | NA | NA | … | … | 1.94 | 0.74 | 0.67 | 1.13 | -1.07 | 0.70 | 0.33 | 2.10 | -1.02 | 1.75 | 0.94 | -0.20 | 0.33 | 3.11 | 1.40 | -0.06 | 0.88 | 1.37 | -1.07 | 0.47 | 1.08 | 1.21 |
| Standard Deviation(%) | NA | 10.00 | 11.39 | 13.67 | 14.50 | NA | NA | … | … | 11.97 | 13.34 | 9.97 | 10.39 | 19.56 | 12.89 | 26.93 | 9.48 | 12.66 | 7.26 | 12.74 | 11.71 | 9.54 | 9.15 | 11.04 | 22.50 | 14.96 | 20.20 | 31.00 | 12.18 | 8.69 | 9.13 |
| Draw Down(%) | NA | 7.84 | 15.68 | 27.27 | 30.13 | NA | NA | … | … | 7.84 | 14.65 | 6.58 | 9.45 | 21.69 | 7.52 | 30.13 | 5.71 | 19.68 | 4.02 | 11.61 | 12.03 | 7.59 | 5.31 | 10.12 | 19.25 | 13.08 | 19.93 | 41.98 | 8.02 | 7.75 | 4.47 |
| Yield(%) | 0.00 | 5.35 | 5.46 | 3.59 | 4.89 | 5.44 | 5.04 | … | … | 0.00 | 5.48 | 8.47 | 1.25 | 1.03 | 4.47 | 1.38 | 5.31 | 8.76 | 6.01 | 4.10 | 5.34 | 6.56 | 2.65 | 2.34 | 1.45 | 1.74 | 1.96 | 2.76 | 5.57 | 4.94 | 1.07 |
Data as of 06/04/2026, Common starting date is 04/04/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGDIX (MAINSTAY MODERATE GROWTH ALLOCATION FUND CLASS I) |
-10.77%
Feb 2006 – Feb 2009 |
-0.09%
May 2007 – May 2012 |
3.61%
Oct 2013 – Oct 2023 |
4.10%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGDIX (MAINSTAY MODERATE GROWTH ALLOCATION FUND CLASS I) |
21.10%
Feb 2009 – Feb 2012 |
19.08%
Feb 2009 – Feb 2014 |
11.71%
Feb 2009 – Feb 2019 |
9.30%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart