Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGXAX (MAINSTAY GROWTH ALLOCATION FUND CLASS A) | 9.16% | 21.43% | 15.39% | 3.77% | 7.59% | 7.73% | 6.41% | … | … |
Data as of 06/05/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGXAX (MAINSTAY GROWTH ALLOCATION FUND CLASS A) | 04/08/2005 | 06/05/2026 |
| 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 (%) | -2.00 | 21.43 | 15.39 | 3.77 | 7.59 | 7.73 | 6.41 | … | … | 9.16 | 14.05 | 11.21 | 17.42 | -24.72 | 11.85 | 10.46 | 24.41 | -13.81 | 16.41 | 11.94 | -3.45 | 3.80 | 34.33 | 14.58 | -2.88 | 13.15 | 27.27 | -38.04 | 9.51 | 15.19 | 9.19 |
| Sharpe Ratio | NA | 1.52 | 0.89 | 0.08 | 0.34 | NA | NA | … | … | 1.38 | 0.69 | 0.64 | 1.10 | -1.11 | 0.78 | 0.31 | 1.97 | -0.94 | 1.89 | 0.78 | -0.24 | 0.33 | 3.11 | 1.10 | -0.11 | 0.70 | 1.10 | -1.00 | 0.41 | 1.10 | 1.03 |
| Standard Deviation(%) | NA | 12.38 | 13.70 | 16.43 | 17.65 | NA | NA | … | … | 14.67 | 16.15 | 11.90 | 12.57 | 23.58 | 15.22 | 33.11 | 11.67 | 16.16 | 8.36 | 14.99 | 14.35 | 11.30 | 11.03 | 13.33 | 27.37 | 18.58 | 24.59 | 38.74 | 15.46 | 10.77 | 10.04 |
| Draw Down(%) | NA | 9.30 | 18.33 | 31.54 | 34.62 | NA | NA | … | … | 9.30 | 17.31 | 8.10 | 11.02 | 25.24 | 8.30 | 34.62 | 6.98 | 23.18 | 4.02 | 13.50 | 14.58 | 8.75 | 6.16 | 12.39 | 22.75 | 15.91 | 24.29 | 48.44 | 9.88 | 9.84 | 5.55 |
| Yield(%) | 0.00 | 6.37 | 5.11 | 3.36 | 5.00 | 5.47 | 4.73 | … | … | 0.00 | 6.54 | 7.06 | 0.00 | 0.98 | 5.19 | 0.50 | 6.32 | 9.37 | 6.46 | 4.04 | 5.26 | 4.63 | 2.11 | 1.38 | 0.38 | 0.55 | 0.72 | 1.78 | 5.52 | 4.16 | 1.46 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| MGXAX (MAINSTAY GROWTH ALLOCATION FUND CLASS A) |
-14.09%
Feb 2006 – Feb 2009 |
-2.45%
May 2007 – May 2012 |
3.52%
Oct 2013 – Oct 2023 |
3.62%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGXAX (MAINSTAY GROWTH ALLOCATION FUND CLASS A) |
22.33%
Feb 2009 – Feb 2012 |
20.48%
Feb 2009 – Feb 2014 |
12.43%
Feb 2009 – Feb 2019 |
9.79%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart