Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGDRX (MAINSTAY MODERATE GROWTH ALLOCATION FUND CLASS R3) | NA | 13.79% | 4.44% | 7.61% | NA | NA | NA | … | … |
Data as of 02/26/2024, Common starting date is 03/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGDRX (MAINSTAY MODERATE GROWTH ALLOCATION FUND CLASS R3) | 03/02/2016 | 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 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.27 | 13.79 | 4.44 | 7.61 | NA | NA | NA | … | … | 2.78 | 14.83 | -14.73 | 15.99 | 13.03 | 21.43 | -12.02 | 17.20 | 12.19 |
| Sharpe Ratio | NA | 1.01 | 0.17 | 0.37 | NA | NA | NA | … | … | 1.71 | 1.02 | -0.85 | 1.47 | 0.48 | 2.11 | -1.05 | 2.80 | 1.45 |
| Standard Deviation(%) | NA | 10.04 | 13.94 | 16.65 | NA | NA | NA | … | … | 9.51 | 10.47 | 19.11 | 10.87 | 26.62 | 9.51 | 12.69 | 5.95 | 10.01 |
| Draw Down(%) | NA | 9.59 | 22.65 | 30.13 | NA | NA | NA | … | … | 1.90 | 9.59 | 22.07 | 5.50 | 30.13 | 5.72 | 20.06 | 2.41 | 5.27 |
| Yield(%) | 0.00 | 0.56 | 5.74 | 6.04 | 5.23 | 3.49 | 2.62 | … | … | 0.00 | 0.59 | 5.63 | 11.31 | 5.26 | 5.49 | 8.25 | 5.62 | 3.73 |
Data as of 02/26/2024, Common starting date is 03/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGDRX (MAINSTAY MODERATE GROWTH ALLOCATION FUND CLASS R3) |
-1.16%
Mar 2017 – Mar 2020 |
2.80%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGDRX (MAINSTAY MODERATE GROWTH ALLOCATION FUND CLASS R3) |
16.76%
Dec 2018 – Dec 2021 |
11.18%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart