Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGDNX (MAINSTAY MODERATE GROWTH ALLOCATION FUND INVESTOR CLASS) | 9.69% | 20.81% | 13.92% | 4.17% | 6.85% | 6.92% | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGDNX (MAINSTAY MODERATE GROWTH ALLOCATION FUND INVESTOR CLASS) | 03/05/2008 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.62 | 20.81 | 13.92 | 4.17 | 6.85 | 6.92 | NA | … | … | 9.69 | 12.18 | 9.56 | 15.06 | -19.81 | 8.60 | 8.68 | 20.91 | -11.91 | 13.23 | 11.25 | -2.72 | 3.03 | 28.12 | 14.49 | -1.66 | 12.82 | 27.41 | -27.40 |
| Sharpe Ratio | NA | 1.86 | 0.97 | 0.12 | 0.36 | NA | NA | … | … | 1.88 | 0.70 | 0.59 | 1.10 | -1.09 | 0.66 | 0.31 | 2.04 | -1.05 | 1.78 | 0.88 | -0.24 | 0.32 | 3.09 | 1.34 | -0.08 | 0.83 | 1.35 | -0.99 |
| Standard Deviation(%) | NA | 10.00 | 11.39 | 13.69 | 14.50 | NA | NA | … | … | 12.00 | 13.29 | 10.01 | 10.43 | 19.56 | 12.95 | 26.96 | 9.52 | 12.67 | 7.08 | 12.58 | 11.61 | 9.48 | 9.09 | 10.88 | 22.48 | 15.25 | 20.23 | 33.27 |
| Draw Down(%) | NA | 7.88 | 15.78 | 27.59 | 30.17 | NA | NA | … | … | 7.88 | 14.66 | 6.61 | 9.51 | 21.99 | 7.58 | 30.17 | 5.77 | 19.98 | 3.66 | 11.64 | 12.14 | 7.67 | 5.29 | 10.27 | 19.39 | 13.16 | 19.90 | 41.48 |
| Yield(%) | 0.00 | 4.92 | 4.98 | 3.22 | 4.44 | 4.85 | 3.98 | … | … | 0.00 | 5.01 | 8.01 | 0.76 | 0.65 | 4.02 | 0.89 | 4.86 | 8.41 | 5.43 | 3.69 | 4.96 | 6.18 | 2.19 | 1.88 | 1.08 | 1.39 | 1.65 | 2.73 |
Data as of 06/03/2026, Common starting date is 03/05/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGDNX (MAINSTAY MODERATE GROWTH ALLOCATION FUND INVESTOR CLASS) |
-2.22%
Apr 2021 – Apr 2024 |
0.16%
Dec 2017 – Dec 2022 |
3.14%
Oct 2013 – Oct 2023 |
4.25%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGDNX (MAINSTAY MODERATE GROWTH ALLOCATION FUND INVESTOR CLASS) |
20.68%
Feb 2009 – Feb 2012 |
18.61%
Feb 2009 – Feb 2014 |
11.26%
Feb 2009 – Feb 2019 |
8.84%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart