Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGXIX (MAINSTAY GROWTH ALLOCATION FUND CLASS I) | 12.33% | 25.04% | 16.76% | 4.69% | 8.21% | 8.24% | 6.86% | … | … |
Data as of 06/04/2026, Common starting date is 04/06/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGXIX (MAINSTAY GROWTH ALLOCATION FUND CLASS I) | 04/06/2005 | 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 (%) | 1.05 | 25.04 | 16.76 | 4.69 | 8.21 | 8.24 | 6.86 | … | … | 12.33 | 15.68 | 4.90 | 17.30 | -24.33 | 12.25 | 10.90 | 24.68 | -13.53 | 16.50 | 12.40 | -3.16 | 3.80 | 34.69 | 15.30 | -2.70 | 13.51 | 27.39 | -37.89 | 9.84 | 14.51 | 11.57 |
| Sharpe Ratio | NA | 1.90 | 1.01 | 0.13 | 0.37 | NA | NA | … | … | 1.96 | 0.81 | -0.12 | 1.05 | -1.10 | 0.81 | 0.32 | 1.99 | -0.92 | 1.89 | 0.80 | -0.22 | 0.33 | 3.14 | 1.16 | -0.10 | 0.72 | 1.11 | -1.00 | 0.44 | 1.04 | 1.35 |
| Standard Deviation(%) | NA | 12.01 | 13.62 | 16.34 | 17.63 | NA | NA | … | … | 14.37 | 16.14 | 13.90 | 12.59 | 23.53 | 15.02 | 33.13 | 11.67 | 16.27 | 8.42 | 15.23 | 14.32 | 11.35 | 11.03 | 13.30 | 27.33 | 18.58 | 24.70 | 38.62 | 15.51 | 10.89 | 10.09 |
| Draw Down(%) | NA | 9.33 | 18.22 | 31.03 | 34.63 | NA | NA | … | … | 9.33 | 17.28 | 11.35 | 10.94 | 25.10 | 8.11 | 34.63 | 6.93 | 23.00 | 4.16 | 13.47 | 14.46 | 8.75 | 6.09 | 12.34 | 22.69 | 15.95 | 24.33 | 48.34 | 10.01 | 9.78 | 5.36 |
| Yield(%) | 0.00 | 6.42 | 5.14 | 3.46 | 5.17 | 5.71 | 4.98 | … | … | 0.00 | 6.60 | 7.05 | 0.00 | 1.18 | 5.37 | 0.72 | 6.51 | 9.48 | 6.65 | 4.24 | 5.44 | 4.82 | 2.36 | 1.64 | 0.62 | 0.80 | 0.95 | 1.91 | 5.71 | 4.17 | 1.59 |
Data as of 06/04/2026, Common starting date is 04/06/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGXIX (MAINSTAY GROWTH ALLOCATION FUND CLASS I) |
-13.88%
Feb 2006 – Feb 2009 |
-2.20%
May 2007 – May 2012 |
3.82%
Oct 2013 – Oct 2023 |
3.91%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGXIX (MAINSTAY GROWTH ALLOCATION FUND CLASS I) |
22.61%
Feb 2009 – Feb 2012 |
20.79%
Feb 2009 – Feb 2014 |
12.72%
Feb 2009 – Feb 2019 |
10.10%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart