Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MMRAX (MAINSTAY MODERATE ALLOCATION FUND CLASS A) | 6.05% | 14.97% | 11.47% | 3.15% | 5.70% | 6.03% | 5.71% | … | … |
Data as of 06/05/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMRAX (MAINSTAY MODERATE 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 (%) | -1.57 | 14.97 | 11.47 | 3.15 | 5.70 | 6.03 | 5.71 | … | … | 6.05 | 11.07 | 8.56 | 13.39 | -17.81 | 5.76 | 8.33 | 17.95 | -9.10 | 10.39 | 10.36 | -1.97 | -0.59 | 24.33 | 14.43 | 0.64 | 11.40 | 23.03 | -24.87 | 8.22 | 11.39 | 6.67 |
| Sharpe Ratio | NA | 1.90 | 1.03 | 0.10 | 0.39 | NA | NA | … | … | 1.82 | 0.81 | 0.63 | 1.21 | -1.25 | 0.56 | 0.40 | 2.37 | -1.09 | 1.68 | 1.03 | -0.23 | -0.07 | 2.87 | 1.76 | 0.04 | 1.03 | 1.55 | -1.10 | 0.56 | 1.21 | 1.06 |
| Standard Deviation(%) | NA | 7.91 | 8.90 | 10.73 | 11.17 | NA | NA | … | … | 9.62 | 10.16 | 7.83 | 8.10 | 15.48 | 10.22 | 20.21 | 6.95 | 9.68 | 5.83 | 9.88 | 8.80 | 8.65 | 8.47 | 8.24 | 16.20 | 10.94 | 14.76 | 23.34 | 9.05 | 6.64 | 6.41 |
| Draw Down(%) | NA | 6.45 | 12.18 | 24.97 | 24.97 | NA | NA | … | … | 6.45 | 11.17 | 4.54 | 7.92 | 19.90 | 6.45 | 24.41 | 3.93 | 15.53 | 3.71 | 8.96 | 9.61 | 7.90 | 4.75 | 7.43 | 14.30 | 9.44 | 15.47 | 33.56 | 5.98 | 5.34 | 3.96 |
| Yield(%) | 0.00 | 5.47 | 4.63 | 3.11 | 4.13 | 4.72 | 4.61 | … | … | 0.00 | 5.60 | 6.84 | 0.41 | 0.90 | 3.79 | 1.72 | 4.47 | 6.49 | 5.99 | 3.81 | 4.68 | 6.98 | 5.92 | 2.61 | 1.99 | 2.23 | 2.27 | 3.15 | 5.12 | 5.08 | 1.09 |
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 |
|---|---|---|---|---|
| MMRAX (MAINSTAY MODERATE ALLOCATION FUND CLASS A) |
-7.12%
Feb 2006 – Feb 2009 |
0.19%
Dec 2017 – Dec 2022 |
2.78%
Oct 2013 – Oct 2023 |
3.70%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMRAX (MAINSTAY MODERATE ALLOCATION FUND CLASS A) |
17.79%
Feb 2009 – Feb 2012 |
15.81%
Feb 2009 – Feb 2014 |
9.71%
Feb 2009 – Feb 2019 |
7.61%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart